A template for your ERP demo


Recommended reading: get your guide to mastering the ERP demo phase in five easy steps.

One of the major challenges associated with ERP software demonstrations is remaining objective during the assessment phase.

This template provides a framework for objective comparison of your shortlisted systems and their suitability for your business.

Admin information

Your name

Date of demonstration

Name of ERP system shown

Name(s) of presenters

Sample ERP demonstration score sheet

Rank each feature from 1 to 5 on how well it meets your requirements in that area, according to this scale:

1. is completely ineffective to meet this requirement

2. possibly could meet this requirement with customizations

3. meets this requirement at a minimum level

4. adequately meets this requirement

5. a perfect fit for this requirement

Notes on requirements

Key ERP requirement #1 (define this requirement clearly)

How did the system meet your requirements

What are your reservations?

Why did you give the above rank?

(Repeat above section for all main ERP requirements)

Further questions

Was the presentation well planned and carried out professionally? Why do you think so?

Was the time devoted to our key points? Which points were given too little or too much time?

Was too much time used on anything other than our key points?

What other comments do you have regarding this demo?

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Tom Miller

About the author…

Tom completed implementations of Epicor, SAP, QAD, and Micro MRP. He works as a logistics and supply chain manager and he always looks for processes to improve. He lives near San Francisco Bay in California and can be found on the water in his kayak or on the road riding his motorcycle. Contact Tom at customerteam@erpfocus.com.

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Tom Miller

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