ERP selection tool

ERP selection scorecard: 40 criteria. 100 points.

Already comparing two or three ERP options? Score them against the same dimensions, document supporting evidence and prepare a defensible decision. If your project is not yet defined, start with the ERP Readiness Index.

Open the scorecardGet help with your ERP selectionSee our ERP selection approach
10 dimensions · 40 criteria · 100 points

Decision framework

What needs to be decided before vendor demos

Client-side criteria

Critical requirementsProcesses, data, compliance
01
ERP platformsFit, total cost, architecture
02
Implementation partnersTeam, method, assumptions
03
DecisionWeighted criteria and documented gaps
04

A traceable decision based on your priorities, not the strongest sales presentation.

PlanAxion weighted ERP scorecard

10 dimensions. 100 points. A defensible decision.

Score every ERP option from 1 to 5 against the same criteria. A score only counts when it is backed by evidence: a demonstration, data, a reference, an architecture decision or a contractual commitment.

Grille interactive PlanAxionPlanAxion interactive ERP scorecard

Comparez vos ERP sans deviner.Compare ERP options with evidence, not guesswork.

Ajoutez deux ou trois solutions. Chaque étape vous pose une question précise et vous donne des repères concrets pour attribuer une note défendable.Add two or three ERP options. Each step asks one precise question and gives you clear scoring anchors so every rating can be defended.

10 décisions10 dimensionsEnviron 6 minutesAbout 6 minutes2 à 3 ERP2 to 3 ERP optionsScore pondéré /100Weighted score /100
Dimension ERPERP dimension

Note 1 · faibleScore 1 · weak
Note 3 · acceptableScore 3 · acceptable
Note 5 · solideScore 5 · strong
2 entre 1 et 3between 1 and 34 entre 3 et 5between 3 and 5Non vérifiéNot verified vous n’avez pas encore la preuveevidence not yet verified
Analyse terminéeComparison complete

Votre comparaison pondéréeYour weighted ERP comparison

Le score vous aide à voir où une solution semble forte, où la preuve manque et ce qu’il faut challenger avant de décider.The score shows where each option is strong, where evidence is missing, and what to challenge before you decide.

Écart principal à examinerBiggest gap to investigateÀ calculerCalculating
Niveau de preuve à calculerCalculating evidence coverage

Un critère bloquant peut éliminer une solution même si son score total est élevé. Validez toujours les engagements, hypothèses commerciales et preuves fournies pendant les démonstrations.A deal-breaker criterion can eliminate an option even when its total score is high. Validate commitments, commercial assumptions and supporting evidence during vendor demos.

Email me my comparison

We’ll send the scores, evidence gaps and the questions to challenge with vendors and implementation partners.

By requesting the report, you agree to receive your results and occasional ERP guidance from PlanAxion. You can unsubscribe at any time.

Your report is on the way. Check your inbox in a few minutes.

Something went wrong. Check your email address and try again.

Dimension
Weight
What each dimension measures
Functional fit
20%
Critical process coverage, gap to standard, multi-entity needs and controls.
Industry / operating fit
10%
Manufacturing or distribution depth, planning, inventory and exception handling.
Architecture
10%
Alignment with target architecture, extensibility, security and operability.
Integrations
10%
Critical systems, APIs, EDI, middleware, error handling and customization dependency.
Data
10%
Target data model, migration, quality, governance, reconciliation and validation.
Implementation partner
12%
Named project team, delivery method, relevant experience and knowledge transfer.
Implementation delivery risk
8%
Production-launch scope, testing, cutover and critical dependencies.
Adoption
5%
Role impacts, super users, training and post-launch support.
5-year total cost
10%
Licensing, implementation, extensions, integrations, operations and future upgrades.
Vendor lock-in / contract
5%
Contract flexibility, data access, reversibility and lock-in risk.
1–2Major gap or weak evidence
3Acceptable with documented trade-offs
4–5Strong fit with clear evidence
RuleA deal-breaker criterion can eliminate an option even with a strong total score.

The scorecard structures the decision. Evidence makes it defensible.

PlanAxion can tailor the weights to your priorities, build demo scenarios from your real processes, and challenge vendor and implementation-partner responses.

Explore ERP selection advisory
image of a business strategy session for data analytics and business intelligence
image of success metrics in chart form [interface]

Resources and advisory

What to explore next

Move from scoring to a structured selection process, a comparable RFP and an ERP decision your leadership team can defend.

Independent ERP selectionIndependent ERP consultantERP RFP advisoryIndependent ERP consultantIndependent ERP auditIndependent ERP consultant in MontrealPrepare the ERP RFP