ERP Selection & Evaluation Process
A vendor-neutral selection process that ends in a defensible decision — with the option of keeping your current system on the table throughout.
PROCESS LIBRARY
What are the steps in the DESSS erp selection & evaluation process?
7 steps: requirements workshops; weighting and scoring model; long list and market scan; scripted demonstrations; total cost of ownership; reference checks and due diligence; recommendation and negotiation support. Each step closes with named deliverables, and the first step starts weeks 1–3.
THE WORKFLOW
7 steps, start to finish
Every engagement follows a documented sequence, so you always know which stage the work is in and what closes it.
- Requirements workshops — Capture reality
- Weighting and scoring model — Decide what matters
- Long list and market scan — Survey the field
- Scripted demonstrations — Your scenarios, not their slides
- Total cost of ownership — Five-year view
- Reference checks and due diligence — Talk to the scars
- Recommendation and negotiation support — Decide and contract
WHAT YOU GET
Named deliverables, signed off
Each step closes with deliverables you review and approve before the next one begins — progress you can audit rather than a status colour on a slide.
- Requirements catalog
- Process maps
- Workaround register
- Weighted criteria
- Scoring model
- Long list
- Knock-out analysis
- Demo scripts
- Scoring sheets
- Vendor feedback
HOW TO ENGAGE
Advice, delivery, or managed service
Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.
Consulting & Advisory
Assessment, platform selection, business case, and roadmap — before you commit budget.
Implementation Services
Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.
Managed Support Services
Monitoring, incident handling, enhancements, and release management from the team that built it.
The 7 steps run from weeks 1–3 to weeks 9–10 in a typical engagement. Scope, data quality, and how quickly decisions get made are what move that timeline, and the discovery session produces dated milestones for your case.
Yes — many clients engage for the assessment and roadmap stages, then deliver internally, or bring us in mid-programme. The steps are designed to stand alone, and we will tell you plainly which ones cannot safely be skipped.
17 named deliverables across the process, including Demo scripts, Implementation roadmap, Knock-out analysis, Long list, Negotiation support, Process maps, Reference findings, Requirements catalog. They are yours, written to be usable by whoever picks up the work next.
Fewer people than you fear, but the right ones: a decision-maker who can approve scope, the process owners who know how the work really runs, and a technical contact for access. We schedule around operational reality rather than asking for open-ended availability.
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Talk to a DESSS consultant about ERP Selection & Evaluation Process. We respond to discovery requests within 24 hours.