Evaluating your ERP demos: what to bear in mind
Whether you had one ERP demo or a dozen, afterward, it is time to score and rank them.
What does an ERP demo score sheet look like?
Begin with basics: name of the ERP, name of the demonstrators, date, time, length of the presentation are a few data fields you need to start with. Next, return to the reasons you are considering an ERP system. Consider each reason. Did they cover it at all? Was there enough depth? Would you definitely rule this ERP out after the demo, or is it still in consideration?
Devise ways to quantitatively evaluate the replies. You could use a 1 to 10 scale or a range from ‘perfectly meets our needs’ to ‘completely fails to meet our needs’. Provide a small space with room for up to 100 words to elaborate on how well this ERP responded to your needs.
Repeat these questions for each of your must-have ERP requirements. Then ask a few qualitative questions such as whether the presentation was well-coordinated and professional. Did the demonstrators respect your time and stay within the limit you requested? Did they spend enough time on your points and not too much on points they think make their software sizzle? One last question could be a wide-open request for the viewer’s opinion. These last questions are mostly to break ties. Whether they can satisfy your requirements is critical.
Evaluating your ERP demo scores
Collect a score sheet from every person who saw the demo whether live or perhaps a recorded version if they were unable to attend the live presentation. Check against your attendance logs to be sure everyone turned in a reply. Enter each reply score in a spreadsheet and total up the scores. You probably can eliminate some of the ERPs from consideration at this point.
First, look at the scores you recorded. Are there any statistical anomalies? Someone might have given a ten score when all the others were in the 6 – 7 range. Talk to that person and understand why the scored it so high – did they see something no one else saw? Take the average score and keep going to calculate the median and mode too. That lone 10 score can skew a mean but will not affect a median.
You now have your top ranked ERP demos. Let your team see the totals and ask for feedback on those top few only. One ERP might have a high score but also left behind a bad taste on someone’s mouth. Understand why that taste was left and think about whether this ERP should be a finalist. If that someone is the boss, be careful about making that ERP a finalist.
You will be left with one or maybe two ERP systems and providers with whom you will continue the conversation. Good luck.
Featured white papers
ERP Software Pricing Guide
Get your comprehensive guide to the cost of ERP softwareDownload
60-Step ERP Selection Checklist
Get the comprehensive checklist for your ERP selection projectDownload
Mastering ERP demos in five easy steps
Your guide to using vendor demos to make an informed ERP selection decisionDownload
Franken-system: the dangers of stringing together a bunch of apps
A guest blog from Jonar discussing a one-system solution versus multi-system operations
Considering specialty ERP requirements during selection
What industries require specialist ERP features and why they're useful during selection
Selection tips for finding customized ERP software
Some factors to keep in mind when selecting customized ERP