A Quebec organization assessed 15 business software solutions before launching a formal ERP procurement process. Seven were screened out and eight advanced to deeper review. Requirements, integrations, and five-year costs were assessed. None met every objective, so PlanAxion recommended a structured RFP rather than selecting a vendor prematurely.
A Quebec organization was considering the replacement of a critical internal system and a broader modernization of its business applications. Its needs covered asset management, projects, maintenance activities, finance and human resources.
Before approaching vendors through a formal process, leadership needed to understand which available solutions could support its operations, which integrations would be required, and what implementation and operating costs to expect over five years.
The challenge was not simply to find software. The organization needed a shared, evidence-based decision framework before committing to a major project.
PlanAxion divided the engagement into two phases.
The evaluation covered project delivery, assets and maintenance, finance and human resources, along with technical capabilities and vendor fit.
Fifteen solutions were examined. Seven were screened out at this stage due to vendor nonresponse, a mismatch with requirements, or lack of French availability. Eight moved forward for deeper analysis.
Several platforms could support substantial parts of the organization's processes, but none fully met all stated objectives. Estimated five-year ownership costs also varied significantly across options.
These figures describe preliminary screening. The eight shortlisted for further assessment were not a final vendor selection.
PlanAxion recommended not selecting a vendor at this stage. The next step was a deeper comparison of fit, cost and expected benefits, followed by a formal RFP to identify finalists and prepare a recommendation for leadership.
The documented outcome was a better-structured decision process, not a completed ERP implementation.
Evidence boundary: this engagement documents requirements definition, market screening and preparation for a formal procurement process. It does not document realized savings, a final purchase, or post-implementation performance.
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Requirements establish comparable criteria and distinguish essentials from secondary features. Without them, vendor demonstrations and proposals can be difficult to evaluate consistently.
No. They were selected for further analysis. The engagement recommended a formal RFP to identify finalists and inform the ultimate decision.
Implementation, integration and operating costs over multiple years, as well as functional and technical fit and vendor capability, all belong in the assessment.
The record documents an assessment of 15 solutions, the screening of eight for further review, and a recommendation to proceed toward a formal RFP. It does not document a final choice or deployment.
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