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BRD for an ERP Implementation

Ayo Opayinka's Profile

erp requirements documentHello All,my company has just concluded on a BPM project in preparation for an ERP implementation. Outcome from the BPM project proved the need to implement an ERP inorder to achieve the level of efficiency required.

Next phase is to do an RFI/RFP. I need help with documenting and identifying our business requirements especially as we are not sure which solution we'd go for. Does anyone out there have a sample similar document to kick start the ERP vendor evaluation.

We are a Telco service company with 150+ employee workforce,anyone have an idea which ERP would be best for us.

Thanks for all your input.



Chuck Boecking
Title: Open Source ERP and Business Intelligenc..
Company: Chuck Boecking
(Open Source ERP and Business Intelligence, Chuck Boecking) |

Hi Ayo,

Start with documenting a 'Happy Path' scenario. The happy path should list the major steps in the life of a product or service. For a company of 150 employees, you will probably have 2 or 3 happy path scenarios that encompass 80% of all your needed functionality. Each happy path scenario will be about 2 or 3 pages of bullets.

Give the happy path scenarios to ERP implementers to start the discussion. The goal is to have the ERP implementer to walk your service or product through a demo company in their recommended ERP. Keep in mind that choosing the right implementer is just as or more important that choosing the ERP. ERP systems are largely commoditized these days.

Sarah Jackson
Title: Associate Editor
Company: Proformative
(Associate Editor, Proformative) |

Hi Ayo,

Take a look at this free webinar with CPE here at Proformative titled,

"From Theory to Practice: Guiding Principles for Effective Enterprise Performance Management (EPM)"

Best of luck.... Sarah

Topic Expert
Len Green
Title: Performance Improvement Consultant and E..
Company: Haygarth Consulting LLC
LinkedIn Profile
(Performance Improvement Consultant and ERP Strategist, Haygarth Consulting LLC) |

Hello Avo,

What functionality do you need from an ERP system?
Is it back office only or do you also need:
-Order Configuration-Provisioning
-Charge Collection-Billing/Taxes-Rev Rec

Telco industry has many unique functional requirements and the software vendor market is limited.

Your budget is also a factor.


Ayo Opayinka
Title: Project Manager
Company: DocuSoft NG
(Project Manager, DocuSoft NG) |

Hi Len
In terms of functionality requirement,in addition to back office we also need all the functionalities listed above ie Lead-Opportunity-Quote-Contract
-Order Configuration-Provisioning
-Charge Collection-Billing/Taxes-Rev Rec
Revenue assurance


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