ERP Selection Guide Template

Use this ERP Selection Guide template as a structured starting point for evaluating ERP systems and implementation partners. The guide is designed to help your organization define selection criteria, align internal stakeholders, and assess options in a disciplined, objective manner—before engaging vendors or committing to a solution.

This template is intentionally flexible and should be tailored to reflect your organization’s size, industry, operational complexity, and reporting requirements. By customizing the guide to your specific needs, you can focus your evaluation on what matters most to your business while avoiding unnecessary features, cost, and implementation risk.

Whether you are upgrading from a legacy system or selecting an ERP for the first time, this guide provides a practical framework to support informed, confident ERP decisions—while allowing your team to adapt the content to fit your unique requirements and priorities.

It may be useful to use the Selection Guide and the Selection Toolkit together. (May require updating to fit your evaluation process)

Download ERP Selection Guide

Download ERP Selection Toolkit