ERP Selection Process & ERP Selection Criteria

Learn, evaluate & select the right Dynamics 365 ERP and CRM apps for your business requirements.

ERP Selection Process

Selecting an Enterprise Resource Planning (ERP) software is one of the biggest decisions your organization will take on as it grows and changes. This is because a Microsoft Dynamics 365 based ERP system provides financial, human resources/payroll, project accounting, procurement, supply chain management, manufacturing, warehouse management, transportation management, service management and much more including business intelligence capabilities across your entire enterprise. No matter if your are evaluating Microsoft Dynamics 365 vs Oracle, Microsoft Dynamics 365 vs SAP or other best in class ERP solutions, your team needs to prepare, learn and evaluate.

With all of the variables involved in selecting the right ERP solution, coupled with whether you choose a cloud or on-premise deployment, you need a trusted ERP and Accounting Software resource to help you select the right software. The selection team will focus on ERP requirements gathering to better understand ERP software capabilities and match them with your needs.

ERP Software Readiness Package to Select an ERP System

Whether you are a CFO, CIO, COO, VP of Sales, VP Human Resources, VP Manufacturing, VP Operations, Controller, Project Manager, Service Manager, Business Analyst or somewhere in between – the Avantiico ERP Software Readiness Package will be able to assist you as you embark on the journey to find your perfect ERP and Accounting software solution.

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Need help with your ERP evaluation & ERP implementation?

With more than 500+ years combined Microsoft ERP experience our Microsoft Dynamics 365 teams, will do their leg work to understand all your business needs to help select the right ERP and accounting software. They help you walk through the budgeting process, building a realistic timeline, and inform you about the different support and licensing options available for your users. Throughout the ERP selection and implementation process, the experienced ERP professionals guide you, ensuring that you understand the total cost of ownership and the cost of an ERP system.

The Avantiico ERP Software Readiness Package walks you through ERP best practices for how to stay on track during the entire course of your ERP selection process and implementation project. Some ERP projects last 6-10 months, some take multiple years, all depending on your company size, complexity, current environment, data and much more. This comprehensive guide also includes ERP demos and stages to determine the best process improvements and process automation your current system may need.

The Enterprise Resource Planning (ERP) Software Evaluation Guide applies to all verticals whether you are a manufacturer, distributor, retailer, professional or financial service firm or within the public sector arena.

The ERP Software Readiness Package Will Provide the Following Benefits:

Selecting a new Enterprise Resource Planning (ERP) system is a major decision for organizations due to all the hundreds if not thousands of factors that must be considered. This ERP Software Evaluation Guide shows how having a well-thought-out evaluation process leads to the selection of the right ERP solution for your organization. The evaluation process must be strategically thought out as the selection of the ERP system will impact your organization for many years. This includes exploring different ERP systems, understanding the selection project, and implementing ERP effectively to ensure the chosen ERP system aligns with organizational goals.

to Consider

  • What is the business case?
  • How digital is your organization?
  • How ready is your organization and management for change?
  • How large is the investment?
  • When was the last time you implemented a new ERP system and how did it go?
  • What are your department requirements and business processes?
  • Have you thought about how you will select the right ERP vendor?

If you need help answering some of the questions above, this guide is meant for you. It will provide in detail answers to all these questions and more. As part of your ERP evaluation process pull together your subject matter experts from all departments of your organization (Finance, Accounting, Marketing, Sales, Warehouse, Shipping, Supply Chain, etc.) to help craft the details needed to assist in the evaluation process.

To make the ERP Software Evaluation process easier we will provide you with a personal and ideal ERP Software Evaluation Coach that can assist with the completion of the guide, answer miscellaneous questions and educate you on your ERP journey, ultimately getting your ERP system up and running smoothly.

ERP Selection Criteria - Inspire, Educate & Challenge Your Team

The ERP Software Evaluation Guide will provide a sense of organization to better align the subject matter experts within the different departments of your organization. Our goal is to educate you on the best practices in your selection criteria and help organize this in a fashion that brings together trusted and proven steps towards a successful selection (and later implementation). Our ERP Software Evaluation criteria will assist and challenge you to pull together your current team configurations to ensure that the proper steps towards change management are well-adopted in the early stages.

It is important for your organization’s employees to understand all the details and have a complete buy-in through the evaluation, planning, training, implementation, post-live, and support stages to allow for a smooth ERP selection and future deployment. Investing in ERP software involves evaluating ERP software and breaking down the selection criteria to find the right ERP system through selection stages to determine the company and the ERP product that fits best.

A thorough and organized evaluation plan will be crafted with the assistance of the ERP Software Evaluation Guide to ensure that people are ready to execute the evaluation process so that it leads to getting your new system.

The Avantiico ERP Software Evaluation Guide will not only focus on inspiring, educating, and challenging but will address change impact, organizational readiness, employee communication, senior management buy-in, and other key organizational change activities that happen so that to ensure your people are as ready as possible and involved at all stages of the evaluation process. This involves conducting an ERP software selection and understanding the entire ERP system needs to ensure success.

Preparing For A Successful ERP Software Selection Methodology and Project Launch

ERP implementations typically see plenty of risk without the proper checks and balance. Our mitigation to this risk is through our ERP Software Evaluation Guide and the various steps needed for conducting an ERP evaluation using best practices. Again, if the evaluation process is not comprehensive, the ERP system selection may not only be wrong but the evaluation process itself may not have the support within the organization to succeed. Implementing ERP systems requires a careful approach to align the existing ERP capabilities with the latest ERP advancements to optimize the success of your ERP implementation.

The fact at hand is that no evaluation– no matter how well-planned and executed – is without risk, which is why it is important to have a formal ERP Software Readiness Assessment in place to mitigate those risks.

The Avantiico ERP Software Readiness Package will offer your organization the proper tools and steps forward in conducting an evaluation process that will find the best solution that fits you regardless of the industry you fall into.

Avantiico not only will guide you through the evaluation process and provide an ERP Coach but also will make you aware of incentives by aligning with many non-profit and government-backed organizations (such as CMTC) which can provide hundreds of thousands of dollars to credit towards your implementation of the right ERP software—investing money to implement a system that will soon become an integral part of your operational framework.


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