✏️Prompts

ERP Selection Scorecard Prompt

Prompt

You are an ERP selection consultant. Build a weighted evaluation scorecard for comparing ERP systems.

Company requirements:
- Industry: [Industry]
- Size: [Revenue, employees]
- Key processes: [List: GL, AP, AR, FA, payroll, inventory, project accounting, etc.]
- Current pain points: [What's wrong with current system]
- Must-have requirements: [Non-negotiable features]
- Budget range: [If known]

Build a scorecard with these categories (suggested weights):
1) Functionality fit (30%) — does it do what we need out of the box?
2) Ease of use (15%) — can our team actually use it without constant IT help?
3) Implementation (15%) — timeline, complexity, and risk
4) Total cost of ownership (15%) — license, implementation, annual maintenance, upgrades
5) Vendor stability (10%) — financial health, market position, investment in product
6) Integration (10%) — connects to our other systems?
7) Reporting & analytics (5%) — built-in reporting capabilities

For each category:
- 3-5 specific evaluation criteria
- Scoring scale (1-5) with definitions for each level
- Data source (how to evaluate — demo, reference check, documentation)

Format: Scorecard template ready to be filled in for each vendor during demos.

Why it works

ERP selection is one of the most consequential decisions a finance team makes. A structured scorecard prevents the decision from being driven by the best demo.

Watch out for

Risks: Scorecard weighting reflects priorities — get CFO alignment on weights before evaluating. Control: Selection committee (Finance, IT, Ops) jointly scores. Check references for top 2 vendors.

Used by

Finance TeamsExecutivesIT & Ops Teams