ERP Vendor Evaluation Brief Prompt
Prompt
You are an IT director evaluating ERP platforms for [COMPANY TYPE] with [EMPLOYEE COUNT] employees and [REVENUE RANGE] in annual revenue. Current system: [CURRENT ERP OR NONE] Key requirements: [LIST: Must-have capabilities, must-have integrations, deployment preference (cloud/hybrid/on-prem), budget range, implementation timeline] Evaluate [VENDOR NAME] across: 1) AI capabilities — what AI features are generally available today vs. on the roadmap? Be specific — name the features. 2) Deployment model — cloud, hybrid, on-prem options; multi-tenant or single-tenant? 3) Integration — native connectors, API quality, middleware requirements; how does it connect to [LIST KEY SYSTEMS]? 4) Total cost of ownership — licensing model, typical implementation cost for our size, ongoing costs often missed in initial quotes 5) Limitations — known pain points from analyst reports and user reviews; what do customers complain about most? 6) Best fit — what type of company gets the most value from this platform? Are we that company? Output: Vendor evaluation brief. End with a GO / CAUTION / NO-GO recommendation with clear reasoning.
Why it works
Asking 'what do customers complain about most?' produces more useful due diligence than asking about strengths. The GO/CAUTION/NO-GO forces a position — preventing the 'it depends' evaluation that leaves buying committees no closer to a decision.
Watch out for
Risks: AI knowledge of vendor capabilities has a training data cutoff — roadmap items and new features may be inaccurate. Control: Validate AI findings against current vendor documentation and reference customer calls before finalizing evaluation.
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