ERP System Requirements Briefing Document

ERP Systems Requirements Briefing Document

Working out exactly what you need from your new ERP system at the beginning of an implementation project will help you get the most of your new system. 

This free ERP requirements checklist includes 50+ capabilities to consider when putting together your list of requirements. Simply download this editable Excel template, fill in the various tabs and share it with your internal project team, ERP software provider and implementation partner.  

Getting started on your ERP wish list

This ERP requirements checklist provides an extensive list of considerations to help kick off your conversations around what your organisation needs, including:

  • Sales and operations: Quote-to-cash, service reminders and product configurators. 
  • Finance: Bank feeds, foreign exchange and forecasting.
  • Procurement: Landed costs, transfers and procurement planning. 
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