Thursday, June 16, 2011

Selecting a new Accounting/ERP system (Part 3 of 4)

How to select a new Accounting/ERP system (Part 3) – In Part 2 we discussed researching possible solutions and creating the request for information. In Part 3, we discuss preparing for and conducting product demonstrations.

-Demo Script — Now that you have your top two options based on the requirements, prepare a demo script which outlines your key requirements within a demo focused on your functional areas (invoicing/payroll/etc). You will dictate the items the vendor is to cover during the demo in a flow that most resembles your business (for example, enter the customer order, create the purchase order, receive goods, ship to customer, complete invoice, etc.)

-Conduct the demo — Using your demo script, schedule vendors for half-day or full-day demos so they can prove to you that they can deliver on what they have promised, allowing an apples-to-apples comparison of possible solutions.

In the final part 4, we discuss finalizing the selection and implementation.

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