Four key questions to ask erp vendors during the demo phase. Third, get the right people from your organization involved. Dont try to demo the system the first time the software salesperson calls. Erp software vendor demo scripts technology group international.
Enterprise resource planning erp software is an integrated suite of applications designed to manage business functions, such as finance, human resources, sales and manufacturing. On day 1, all vendors will take part in an elevator speech to introduce themselves. Review the demo script and then print out copies for attendees. Enterprise resource planning erp refers to a type of software that organizations use to manage daytoday business activities such as accounting, procurement, project management, risk management and compliance, and supply chain operations. Beyond a list of software requirements and process scripts for the vendor to demonstrate, the evaluation team leader must take the following additional steps.
When evaluating a potential erp system for your business, you will ask questions of vendors throughout the process. Assist with the identification of potential risks and issues to ensure the district makes a selection decision, whicharchives the districts erp requirements. It will be facilitated by lumenia using our event app and gotowebinar. The event allowed for erp vendors to engage with potential customers, demonstrating their software against predefined scripts. Talented, enthusiastic, resultoriented business systems analyst. Profitsflows demonstrations of the efacs software beat out brands such as microsoft, sage, sap and netsuite. What is erp erp systems enterprise resource planning. Youve looked at your options, youve consulted experts. By following this method, you are guaranteed to see several impressive software solutions, but you are not likely to find one that truly fits your needs.
Erp headtohead event uk erp headtohead event compare top. Whether it be erp, hcm, crm, ecommerce, pos, billing systems, etc. Attendees can now attend the event from their home or office environment. One of the major challenges associated with erp software demonstrations is remaining objective during the assessment phase. This will help us in defining your system requirements. Dec 10, 2015 a demonstration script is critical to the selection process but there are huge differences on how to do this. A comprehensive, customizable discrete enterprise resource planning erp system demonstration script will ensure the correct software acquisition decision.
The meeting place for the demos, the agenda and the delivery method sales team onsite or remote should be the same for each vendor. This template provides a framework for objective comparison of your shortlisted systems and their suitability for your business. The system had an estimating component and crm however they were not robust enough for the needs of orbel and additional software packages were purchased. Implementing the software is a difficult task too and one that inhouse it specialists cannot handle.
If you follow this process, youll be far more effective in your search for new software. Erp is usually referred to as a category of business management software typically a suite of integrated applications that an organization can use to collect, store, manage, and interpret. A good software demo script is key to a successful software. All demonstrations will be based on defined highlevel scripts covering finance, production, procurement, hr, projects and sales. In terms of its erp selection project, the client had entered the demonstrations phase with a shortlist of three potential alternatives, narrowed down from a longlist of 12. Ask a few executives after watching erp software demos which is their favorite solution. An erp system can be the dashboard of the modern era managers. Todays enterprise software systems represent a host of challenges to commercial operators. For your software selection project, you have a strong idea of what you want. Different erp systems are designed for different company sizes and industries. Using erp demo scripts for better erp demos erp software.
Delegates can choose to attend demonstrations focused on finance, production, procurement, hr, projects, sales quotation or sales high volume. Erp enterprise resource planning delivers one, unified system for all core business needs. A multiple page, detailed system requirements definition sent to a short. Demonstration scripts 180systems erp system selection. Participates in evaluation of vendors and interviewing. Onsite scripted erp software vendor demonstrations are part of the overall erp software selection process. Lumenia will welcome attendees at the start of day 1. Erp software vendor demo scripts erp software vendor. Team member for the ross systems erp implementation at oso biopharma albuquerque, nm with responsibility for managing the purchasing and inventory control modules and interfacing the company bar code reading system to ross erp. This is going to help us understand what we do today and what we want to do. Youll want vendors to provide a dayinthelife perspective, illustrating actual usecases for a typical system user. Tgis free software selection tool kit help to organize and streamline the erp software selection process. Leveraging singlesource data to streamline processes.
Two demonstrations you dont want to go too deep on the first demonstration unless you are positive that the vendor will not waste your time or their time 1st demonstration we base it. Accurate reporting was also a question based on the various. Erp software demonstrations erp software demo scripts. The all too common practice of simply viewing each saas softwares dog and pony show will permit you to discover what each crm software vendor does best as they will not be demonstrating what they dont do well, however, will not identify a fit to your particular business objectives and functional requirements nor allow you to. Erp selection consultants choosing an erp system erp. Each of the shortlisted software vendors was allocated two days to demonstrate its product. How to select your erp without losing your mind apics north shore. Each person from your software selection team attending the onsite demo should now participate in scoring the vendors scripted performancefor each factor demonstrated. Youll want vendors to provide a dayinthelife perspective, illustrating actual usecases for. There will be 4 demonstration rooms, with threefour products being demonstrated in each room, each day. Enterprise resource planning erp is the integrated management of main business processes, often in real time and mediated by software and technology.
Erp headtohead ireland erp headtohead event compare. Mastering your erp software demonstrations we cant stress enough how. The event will take place over a two day period and will be facilitated by lumenia. It is probably still easier to hand write notes on paper when attending a demo, rather than typing into a laptop or tablet. Schedule the demos a few days or even a week or two out so that you have time to prepare. Since the system will impact all areas of the business, we are asking the core team, functional area and nonfunctional organizational members to attend the demonstrations. Producing enterprise resource planning erp software is complex and also has many significant implications for staff work practice. However, if you were unable to attend the event or if you would like to see the efacs software demonstrated in any of the other streams from the erp head to head event, please contact us here to arrange a demonstration we also have an information morning coming next month. These packages, as well as others used, did not communicate to the erp system making it di.
At a glance, organizing erp demos can seem like a simple task find a system that seems to fit your needs, call the vendor and have a representative conduct a demo. A good software demo script is key to a successful. Erp demo tips keeping vendors onscript panorama consulting. All too often, all you get are the positives of a potential software solution, not necessarily how it will meet your specific needs. The first thing you should understand is that erp is a methodology enabled by software. Challenge orbel was using an erp system installed in 2006 and up to date with the latest releases. You should schedule an erp demo for each of the erp systems on. The event will now run online and will take place over a two day period. With us guiding your selection, you will be absolutely certain that you made the best software decision. The all too common practice of simply viewing each saas software s dog and pony show will permit you to discover what each crm software vendor does best as they will not be demonstrating what they dont do well, however, will not identify a fit to your particular business objectives and functional requirements nor allow you to.
All demonstrations will be based on defined highlevel scripts covering finance, production, procurement, projects and sales. Showing off the features of crm software in isolation only tells you so much. Many will advise the last one, as almost all the business applications. Second, for each software vendor, set a date and time to demo their software. Jul 23, 2017 erp enterprise resource planning delivers one, unified system for all core business needs.
After determining the needs of the customers, identifying their biggest problems, desires and real requires we move onto selecting the best modules and features of our erp system and then compile that as a solution to save the customer time and money ready for a demo presentation. The luma governance board and project team assembled a state evaluation committee sec to analyze the proposals, watch vendor demonstrations, score, and select the best erp technology to move idahos business processes into the 21. Demonstration script for eto manufacturing erp software. Profitsflow chose to demonstrate in the production and sales quotation demonstrations while at the event. Expose to multiple responsibilities such as project management, business analysis, presales, delivering presentations and erp demos, end user trainings, strategic project planning and managing multiple cross domain teams. After all of the erp demos from your shortlist have been completed, your job isnt finished. The best vendor demonstration award is based on feedback from attendees. Generic crm software demonstrations produce generic results. Mar 25, 20 beyond a list of software requirements and process scripts for the vendor to demonstrate, the evaluation team leader must take the following additional steps. The erp head to head event took place on the 9th and 10th of october in the crowne plaza hotel near dublin airport. Ensure consistent demonstrations at the detail level by using hundreds of professionally written software demonstration tasks. We begin with process definition define start, finish. Tgis free software selection tool kit help to organize. On day 1, all vendors will take part in an elevator speech to introduce themselves this will be the only pre.
Check that there is space to write any comments against the relevant points. A demonstration script is critical to the selection process but there are huge differences on how to do this. Coordination of software demonstrations and onsite visits. Nonfunctional members, for example say purchasing, do no use ap, however, may need to interact with that module to a larger or lesser degree, so their input is being asked. An enterprise resource planning demo can be complicated and to be successful we move to simplify the process. Mastering your erp software demonstrations erp software. This will give you a quantitative method of evaluating the software. Senior erp project manager resume example vantage systems. Erp headtohead ireland erp headtohead event compare top. Here are some suggestions for questions to ask them during the demo phase. In addition to the list of requirements, and software demonstration script, you.
Also wrote all test scripts associated with the upgrade from ross erp version 6. Discrete erp software demonstration script infotivity. Request for proposals for consulting services for enterprise. Leveraging singlesource data to streamline processes and boost business performance is just the start.
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