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