ERP partner

Where to start when selecting an ERP Partner

The groundwork that goes into selecting an ERP (Enterprise Resource Planning) Partner is critical.  Selecting the right partner will transform your business for decades, providing digital solutions that adapt and flex as your business evolves. 

Getting this decision right will pay huge dividends:

  • Transforming your business processes
  • Improving controls
  • Increasing efficiency
  • Improving visibility of data and decision making
  • Reducing data duplication
  • Automating manual processes
  • Providing you with the platform to support and enhance growth

It’s a key decision which requires serious attention and time dedicated to planning, time resourcing and getting your budget right. 


What happens first?

Be prepared!

Before engaging with a potential ERP partner, it’s important to be prepared to shape the brief:

  • Establish your key reasons for change
  • Obtain the approval of the Board for the project
  • Establish a realistic budget
  • Set a realistic timeline
  • Establish a core team of business process owners to help define:
      • Key pain points
      • Key reasons for change
      • Core requirements
      • Must Haves
      • Nice To Haves
      • Current processes
      • To be processes
      • Future strategic plans

Confirm the project scope and capture as much detail as you can in this phase. 


Engagement with Potential Partners 

The preparation work will help whittle down potential partners based on your requirements, industry, size, location and/or budget.

Providing a comprehensive brief will help potential suppliers understand the complexity of the business needs and variables enabling them to question and probe your requirements in to provide the best proposal and solution demonstration.

Our advice would be to: 

  • Ask for a written response to your requirements and a high-level proposal
  • Short-list those who offer bespoke solutions
  • Utilise this phase to whittle your list down, focusing on those potential partners that truly address your business needs


Product Demonstration

The aim is to reach a point where you have no more than three potential partners on your shortlist. 

This is where you get to see the systems in action (often referred to as the Beauty Parade). 

We would suggest setting an agenda based on your core requirements, inviting the short-list to demonstrate the solutions that address your requirements, this will ensure they don’t focus on their strengths. 

Share the agenda and data in advance, so each potential ERP partner is responding to the same brief. 


Selection & Negotiation 

Gather your key decision makers to decide on your preferred partner based on solution proposals and demonstrations. 

Try not to focus on price (for now), realistically you shouldn’t have major budget discrepancies at this point as you’ve set a budget and received high level proposals. 

Focus instead on the best solution and partner for your business, it’s worth taking the time at this stage to: 

  • Review testimonials and case studies
  • Take references

When it comes to the negotiation stage, good partners will negotiate if selected as a preferred partner, generally there is always room for negotiation, just don’t be persuaded into buying modules you don’t need until future phases – they can be easily added at a later phase.


Reaping the rewards

Embarking on implementing a new ERP system can be a challenging exercise. It is not an easy process, it takes time and often incurs some business pain. Once you have defined the brief and got the ball rolling, the final outcome will maximise efficiency and reap the rewards.


If you are considering implementing a new ERP solution or seeking to refine an existing one, get in touch to speak to a member of our NetSuite Consultancy team. We would love to help.


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