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ERP Selection RFP Template

Thinking of ERP selection in the DIY mode and looking for an ERP selection RFP template? Not sure how detailed an RFP needs to be? Looking for the most critical components that need to be captured as part of ERP RFP? Then, you have come to the right place.

This ERP Selection RFP Template will help you structure your ERP RFP and coach you on the importance of each section. It will also help identify the right amount of details that ERP vendors would require. Otherwise, you are likely to waste time briefing each vendor, causing unnecessary delays with your ERP project.

To compile this template, we have analyzed hundreds of our client engagements. We found this template to be the most efficient for an RFP that is neither too brief that it misses critical details, nor does it have unnecessary details, overwhelming and frightening ERP vendors that they might not even care to respond. This template is designed for ERP buyers and project managers looking for a structured template to design their RFP that will set the tone for a streamlined ERP selection process. Here is what you can expect from this template:

  Major sections that need to be captured as part of the ERP template.
 General guidelines that are critical as part of the RFP while not being too overwhelming for ERP vendors.
 Common questions that need to be addressed per section.
 Details that are most critical for ERP vendors to assess if their solution would be a fit for your need.
 The factors that are most critical for the ERP selection process.

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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.