Enterprise Resource Planning - Templates & Policies

Supplementary RFx Material

This is an example of a RFI/RFP to select an ERP implementation partner.

ERP Request for Proposal Template

Use this template to issue a request for proposal (RFP) for an ERP solution.

ERP Vendor Demonstration Script

Use this template to support your evaluation of vendors and their ERP products. Once complete, this template will provide vendors with scenarios that prompt them to...

ERP Readiness Assessment Checklist

Use Info-Tech’s ERP Readiness Assessment Checklist to determine if you have a sufficient ERP foundation and strategy in place to ensure selection and implementation success.

ERP Vendor Response Template

Use this template to structure the potential RFP responses from vendors during your ERP selection process.

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.

ERP Strategy Stakeholder Presentation

This template will help you consolidate the outputs of your completed activities throughout the Develop an Actionable ERP Strategy and Roadmap blueprint in a professional...

Process Owner Assignment Guide

Use the guidelines to aid you in choosing the right process owners.

ERP Site Expansion Checklist

Shifting from ERP implementation to ERP operation is a major challenge. This checklist provides guidance on the 14-step process to overcome these problems.
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