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ERP Selection Requirements Matrix

Thinking of ERP selection in the DIY mode? Not sure where to start? Looking for a ERP Requirements Template that can get you started in identifying critical success factors? Curious about how to capture the right requirements? Worried about failing your ERP implementation because of missing key needs? Then, you have come to the right place.

This ERP requirements template helps capture the requirements of different functional areas, processes, and teams. It also teaches how to identify critical requirements for ERP selection that will serve as the foundation for identifying the first shortlist and constructing vendor scripts. Moreover, it talks about the importance of enterprise architecture analysis and how new systems might impact the end-to-end process flows of your enterprise.

To compile this template, we have analyzed hundreds of our client engagements. We found this template to be the most efficient in capturing requirements to quickly identify the critical success factors for your ERP selection and digital transformation projects. This template is designed for ERP buyers and project managers looking for a structured framework to capture requirements across process areas and function for all systems as part of your enterprise architecture. Here is what you can expect from this template:

  The sample data for each field such as department, process flows, needs, as-is and to-be systems, and priorities relevant for each requirement.

 The importance of critical success factors and how to identify one that is going to be the most critical during the ERP demos and for the ERP selection phase.

 How to capture the requirements that are not too verbose but at the same specific enough that the technical team will accept?

 How to capture both as-is and to-be states in a structured manner that can be used to create a change management matrix, ERP solution scorecards, ERP demo scripts, source of authority matrix, and user and system as-is and to-be mapping?

 The importance of priority of each requirement and how that might help in finding the right requirements that ERP project managers to focus on while working on ERP projects.

This is Our

Case Study

A brief walkthrough of a recent customer who went through the process of developing the strategy to transform their current eCommerce operations to include a buy-online-and-pick-up-in-store and buy-in-store-ship-to-home business model.


A leading fashion retailer with more than 30 stores throughout the United States was struggling with the customer experience and accommodation of business models such as buy-online-pick-up-in-store due to disconnected eCommerce and fulfillment systems. They needed omnichannel experience that could transform their experience and help them compete with their larger peers.


They hired ElevatIQ to assess their as-is and to-be state and come up with the strategy to enable the needed experience. Through the series of workshops and secondary research of their data, ElevatIQ formulated a strategy with the changes in business processes, information architecture, and systems.


The strategy resulted in a clear alignment of their executive teams with a refined understanding of their business processes and operations. The strategy also resulted in a clear understanding of the investments and solutions required to implement the strategy.


2024 Digital Transformation Report

This digital transformation report summarizes our annual research on ERP and digital transformation trends and forecasts for the year 2024.