FAQ - Do you have any questions?
Do you have any questions about the ERP Planner? You're in the right place! Dive into the FAQ and get your questions answered.
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The creation of a specification is an important step in the selection of a new ERP system. Because in the course of an ERP implementation, all business processes and requirements of a company must be mapped or re-modeled. The specification sheet is the heart of the ERP selection process and therefore critical for the success of your ERP project!
The big advantage compared to external ERP consultants is, in addition to the flexibility in terms of time when processing the questionnaire, the cost savings. A company can develop a detailed study of which requirements the new software must meet without taking on unnecessary costs.
Yes, with the ERP Planner you can configure your specification sheet free of charge.
In order to generate your individual specification, you must first register online - Register Here
The free “ERP Planner” then takes you step-by-step through seven different categories, presenting all the important questions that need to be considered on the way to the final selection of a software provider. During the configuration, you can take the time to discuss open issues with the relevant departments and responsible colleagues.
After you have completed the question categories, you can download the specification sheet as an editable Excel file.
After entering your basic data, you can generate the specification sheet and receive all of the ERP Planner's questions in an editable table. However, we recommend answering the questions online - this will guide you efficiently through all the questions.
The questionnaire does not necessarily have to be completed in one sitting. Thanks to the automatic save function, you can save your work and return to continue editing at any time.
Thanks to the automatic save function, you can continue editing at any time.
You can of course interrupt the creation of your specifications at any time and continue at a later point in time, for example to consult with specialist departments. Or you can generate the partially completed specification sheet and add further information to the file offline.
After you have created your individual requirement specification, you can send it to the ERP providers you are interested in ("long list"). Based on the answers from the ERP providers, you can compare the ERP systems and services with one another and begin the selection of potentially suitable solutions. In workshops with the ERP providers on this "short list", you will examine the processes and requirements from the specifications in detail. Everything fits and the chemistry is right? This is followed by the specification sheet, in which the ERP provider shows what his solution to the requirements looks like. In combination with the offer, the requirement specification represents the contractual basis of the services to be fulfilled and is the basis for the ERP implementation as well as the subsequent project acceptance.
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You can easily change your user data by clicking on "My Account" then "Profile". There you have an overview of your stored data and can make edits.