ERP Selection Scorecard Template for Small Businesses
Use this ERP selection scorecard to compare vendors by workflow fit, ease of use, implementation, support, cost, scalability, security, and reporting.
ERP Selection Scorecard Template for Small Businesses
An ERP selection scorecard helps you compare vendors fairly. Without a scorecard, the most polished demo or cheapest quote can influence the decision too much.
Use a simple scoring method: rate each vendor from 1 to 5 for key criteria.
Scorecard Criteria
1. Workflow Fit
Can the ERP support your actual process from enquiry to delivery?
2. Ease of Use
Can real users understand the system with reasonable training?
3. Industry Fit
Does the ERP understand your business type: manufacturing, distribution, retail, or services?
4. Inventory and Operations Depth
Can it manage the operational details you need?
5. Reporting and Dashboards
Are reports useful, reliable, and easy to access?
6. Implementation Plan
Is the implementation timeline clear? Are data, training, testing, and go-live support defined?
7. Vendor Support
Are support channels, response times, and update policies clear?
8. Total Cost
Does pricing include software, implementation, users, modules, migration, support, and future growth?
9. Scalability
Can it support more users, locations, modules, reports, and integrations later?
10. Security and Data Ownership
Are permissions, backups, exports, and data ownership clear?
How to Use the Scorecard
- Use the same criteria for every vendor.
- Ask vendors to demonstrate real workflows.
- Include actual users in scoring.
- Weight criteria based on business priority.
- Discuss low scores before making a decision.
Where AICAN Optiwise Fits
When scoring AICAN Optiwise, test it against MSME manufacturing workflows: sales, purchase, inventory, production, quality, dispatch, finance visibility, and AI-assisted insights. The score should reflect real fit, not assumptions.
FAQ
Why use an ERP scorecard?
It makes comparison objective and reduces demo bias.
Who should score vendors?
Owners, managers, and key users from affected departments.
Should every criterion have equal weight?
No. Weight criteria based on what matters most to your business.
What score is good enough?
Look for strong scores in critical areas and no serious red flags.
Final Thought
ERP selection should be evidence-based.
A scorecard helps you choose the vendor that fits your business, not just the vendor that presents best.
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