A step-by-step ERP selection process: from process mapping to a pilot. Criteria, typical demo traps and a vendor question checklist.
Choosing an ERP is a 5–10 year decision, and a mistake costs not only money but a year of lost time. This guide is a process that protects against the most common traps.
The most common mistake is starting with demos. Any modern system looks convincing in a presentation, and without your own list of requirements you're judging the show, not the fit. First record: which processes you run today, where the main pain is, which reports management needs weekly.
A list of 200 requirements where everything is "important" doesn't work. The rule is simple: critical requirements are the ones without which the business stops. There are usually 15–25 of them. Everything else is negotiable — and the less customization it demands, the cheaper the project.
Five-year TCO = subscription + implementation + customization + support + training + your team's internal time. A cheap licence with expensive implementation regularly loses to a pricier subscription with standard processes.
The final candidate is verified with a pilot: one end-to-end process (say, order → shipment → payment) on your real data. Two weeks of a pilot say more than a month of presentations.
Vendor question checklist: How long will implementation of our scope take? Which of our critical requirements work in the standard and which need customization? What does migration of our data look like? Who supports the system after go-live and at what cost? What happens to our customizations when the platform updates?
If Business Central is among the candidates, start with the platform overview and engagement models. And if you're moving off 1C or BAS, read the legal context of the ban first.
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