I need an ERP Checklist Questionnaire to guide me with gathering information for system specs and requirements. Where can I find free resources or do-it-yourself online resources. Also, which online resource site has the best tools and information to compare ERP systems side-by-side?
Where can I find an ERP Checklist Questionnaire?
Some Questions to Think About
Determining your ERP system requirements involves more than determining which features and tools your business needs. In order to really revolutionize your operations, you need to think about your goals and how your vendor will meet them.
What Will My Business Look Like in the Future?
it’s beneficial to take a little extra time putting together your ERP system requirements checklist. When shopping for an ERP solution, you need to think about how you currently do business but also how you will likely do business in the future. ERP software is a major investment and with any luck, the next system you choose will be the one you work with for many years. Make sure your next system can handle added users when your business grows and you hire more staff. Moreover, check to see if your vendor offers modules you don’t need now, but might later on.
What Will My Vendor Look Like in the Future?
In addition to your own future, think about your vendor’s next moves. Do a little research into their past products and strategy. Check to see if they continue to invest in their products or if they are quick to sell. In addition to the long-term, think about your vendor’s role during implementation. It might even be helpful to create an ERP implementation checklist. Include what kind of support your team will need and the budget available. If they don’t offer the help you need at a price you can manage, it’s best to keep looking.
Who Will Use the System Most Often?
While an ERP system is a large investment, a successful implementation ensures more efficient processes, centralized data, and reduced errors and costs. But none of this can happen if your workforce doesn’t adopt the system. The best way to encourage high adoption rates is to get your employee’s input before you buy. Understand their workflows and how a new system could help or hinder them. This information is also handy as you create your ERP documentation.
Which Requirements Are Most Important to My Business?
In a perfect world, you’d be able to find an ERP vendor that can cater to all your requirements for just the right price. But in the real world, you’re more likely to make some sacrifices. Deciding early on which ERP software requirements are more important will help you keep an objective mind as you shortlist ERP products.
op ERP Requirements
Accounting and Financials
One of ERP’s greatest strengths is its ability to automate, streamline and analyze the vast majority of accounting operations. Without a software system in place, your team can spend dozens of hours each month on tedious tasks like payroll, invoicing and budgeting. But when these processes are automated, you enable your staff to shift to a more advisory role.
ERP software aids in this adjustment further by providing analytical tools. ERP’s quick yet accurate analysis reduces errors and allows organizations to properly gauge their financial health across all departments.
ERP-to-Bank Interfaces and Reconciliation
Cash Flow Management
Automatic Cost Calculation
Cost Calculation Mode Selection
Multiple Currencies Support
Multiple Languages Support
Regulatory Compliance Support
Please reach out to us at Chetu to schedule a free consult in selecting the best option for you.
Honestly, Google is going to be your best bet. AuditNet.org has been around a LONG time and has lots of checklists, although they tend to be dated. Also check out blackboxauditor.com although not ERP checklists they do have tools for auditing that might be useful.