Independent ERP RFP

An ERP RFP that forces comparable answers

PlanAxion structures the ERP RFP on the client side: requirements, scenarios, response format, weighted criteria, demonstrations, implementation partners, total cost and the final recommendation. No software sales and no vendor commissions.

Structure your ERP selectionSee the 8 RFP building blocksStructure my ERP RFP
Same scenarios for every vendor · Weighted scorecard · Software and partner scored separately

ERP RFP

What the RFP must make comparable

One baseline for every vendor

Critical scenariosReal processes, data and exceptions
01
ERP platformFit, architecture, security and total cost
02
Implementation partnerTeam, method, responsibilities and assumptions
03
Commercial termsPrice, exclusions, commitments and dependencies
04

If the answers are not comparable, the decision is not comparable either.

An ERP RFP that produces a real decision

Consultant écoutant attentivement un client lors d'une rencontre.
01

Frame it before you send it

  • Business priorities and critical processes
  • Requirements ranked by importance and risk
  • Demo scenarios based on real workflows
  • Business outcomes, scope and critical processes
  • Data, integration, compliance and timeline constraints
  • Demo scenarios built from real cases
Main ajustant des blocs empilés dans un contexte de planification.
02

Force comparable answers

  • Structured RFP using the same criteria
  • Functional, technical and financial comparison
  • Gaps, trade-offs and dependencies made visible
  • The same response structure for every vendor
  • Required evidence: standard, configuration, extension or gap
  • Normalized total-cost assumptions
Gestionnaire de projet consultant un écran de planification.
03

Score software and partner separately

  • Proposed team and actual seniority
  • Method, responsibilities and scope assumptions
  • Contract risks before signature
  • Platform fit assessed separately from the partner
  • Actual assigned team, method and responsibilities
  • Contract risk and dependencies before signature
Courbe de croissance illustrant l’optimisation et les résultats.
04

Decide without hiding the gaps

  • Weighted and documented decision matrix
  • Validate total cost and exclusions
  • Final recommendation ready for leadership
  • Weighted scorecard based on client priorities
  • Gaps, reservations and open points documented explicitly
  • Final recommendation and negotiation baseline
ERP RFP anatomy

The 8 building blocks a useful ERP RFP should contain

An ERP RFP is a decision framework. It should force every vendor to answer the same processes, assumptions, costs, responsibilities and evidence requirements so the gaps are comparable before demos and negotiation.

01

Context and objectives

Why the program exists, which outcomes matter and which decisions have already been made.

02

Scope and entities

Sites, legal entities, users, countries, processes, volumes and explicit exclusions.

03

Business-process scenarios

Critical cases and exceptions demonstrated using the organization’s real data and business rules.

04

Architecture and integrations

Critical systems, APIs, EDI, identity, security, extensions and technical constraints.

05

Data and migration

Sources, history, quality, ownership, migration strategy and validation controls.

06

Implementation approach

Assigned team, method, governance, testing, cutover, knowledge transfer and support.

07

Total cost and assumptions

Licensing, services, integrations, extensions, environments, operations and exclusions over five years.

08

Response format and evidence

Standardized response format, evidence level, gaps, reservations and scoring criteria.

PlanAxion principleA vendor answer of “yes” is meaningless unless it states whether the requirement is met through standard functionality, configuration, extension, custom development or a workaround.

The RFP should reduce uncertainty, not generate 300 pages of answers.

PlanAxion can frame the RFP, build the scenarios, normalize responses, orchestrate demonstrations and produce an independent recommendation for leadership.

Discuss my ERP RFP
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Before and after the RFP

Secure the full ERP decision

The RFP sits between strategy, selection and negotiation. These resources cover the decisions around it.

Frame ERP strategy before the RFPClient-side ERP governanceIndependent ERP auditIndependent ERP selectionClient-side ERP governanceIndependent ERP consultant in MontrealPlanAxion ERP Selection Scorecard