ERP Implementation Partner Evaluation Checklist

This document is designed to help organizations objectively evaluate and compare ERP implementation partners before making a final selection. Choosing the right implementation firm is often more critical to ERP success than selecting the software itself, and this checklist provides a structured framework to ensure that decision is made with clarity, consistency, and confidence.

The checklist guides users through key evaluation areas including technical expertise, industry experience, project methodology, communication practices, resource availability, risk management, post-go-live support, and overall cultural fit. By scoring or assessing each partner against the same criteria, organizations can move beyond subjective impressions and base their decision on measurable, practical factors that directly impact implementation success.

This tool should be used during the partner vetting phase to: Compare multiple implementation firms side-by-side Identify strengths, weaknesses, and potential red flags Support internal stakeholder alignment Reduce implementation risk and surprises Ensure accountability and transparency during partner selection

Ultimately, this evaluation document helps organizations make smarter, more informed decisions when selecting an ERP implementation partner — leading to smoother projects, better outcomes, and stronger long-term system performance.

Download the Checklist