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RFP Templates > ERP for Services RFP Template

ERP for Services RFP Template

Small Business Edition

Price: $85.00
Download Excel Sample

This ERP for Services RFP Template is designed to evaluate the functional and technology capabilities of Enterprise Resource Planning (ERP) software vendors and their ability to meet the unique needs of service organizations. Taking into consideration the specific requirements of the services industry, this RFP template covers the needs of all major vertical industries.

Designed for the small business, the ERP for Services RFP template tool kit includes 2920 functional requirements for professional services, field service and public service organizations:

  • Accounts Payable
  • Accounts Receivable
  • Budgeting
  • Chart of Accounts
  • Customer Master File
  • Financial/Management Reporting
  • Fixed Assets
  • Gain/Loss Reporting
  • General Ledger
  • Human Resource Management
  • Job/Project Costing
  • Order Entry
  • Payroll
  • Technology Support
  • Vendor Master File
  • Vertical Expertise
  • Workflow and Document Management

Supporting the complete RFP process, our professionally designed RFP Template tool kit it includes the following worksheets:

  • Vendor & Technology Profile - Criteria to capture and rate vendor company details and technology support
  • Vendor & Technology Scores - Detailed reports and charts for Side-by-Side comparison of vendor details and technology
  • Business Requirements - Criteria to capture and rate vendor support of your detailed business requirements
  • Business Requirements Scores - Detailed reports and charts for Side-by-Side comparison of vendor support of your business requirements
  • Pricing - Criteria to capture proposed pricing and ROI to be submitted by vendors
  • Software Evaluation Checklist - Overall checklist and scoring criteria of functional and non-functional elements to be delivered by vendors
  • Evaluation Project Scores - Detailed reports and charts for Side-by-Side comparison of overall software evaluation of shortlisted vendors

"Analysts report that as many as 71 percent of software projects that fail do so because of poor requirements management, making it the single biggest reason for project failure."
— By Christopher Lindquist on Tue, November 15, 2005 – CIO.com

To learn more about the RFP Process, we welcome you to visit our learning center

Vendor and Technology Scores Vendor and Technology Scores
Total Weighted Score Total Weighted Score
Business Requirements Business Requirements