Select an ERP selection project lead
Build ERP selection team including key stakeholders from each departmental group
Randomly select a cross section of each department to form user groups
Identify external requirements for consulting expertise
Define scope and timeline for external consultancy resources
Develop selection consultant shortlist and gather references from previous projects for each
Identify C-Level executive sponsor for your project
Request C-Level sponsor support for when you present to senior management
Define management roles and responsibilities in the selection team
Create a map of current business processes to identify bottlenecks in efficiency
Identify the shortcomings of existing systems
Identify key business challenges you aim to solve with the new ERP system
Consult each functional department to discuss business challenges
Gather the system requirements of each department in context of their processes
Document requirements for the new system and assign priority values to each
Take final requirements to end user groups to gather feedback
Adjust final requirements in line with user group feedback
Identify total number of users who will require system access
Determine preferred delivery platform (cloud, on-premise, hybrid etc.)
Identify mobile access requirements (web-app, native iOS, native Android etc.)
Identify need for mobile device compatibility (hand-held scanners etc)
Define offline system access requirements
Identify language and currency requirements
Identify requirements for integration with existing systems
Document existing hardware environment
Document existing network environment