Client Responsibilities in ERP Solution Selection
This document outlines what your team will be responsible for during the ERP solution selection process, including time commitments, deliverables, and decision points.
Business Requirements & Current-State Input
Client Role
- Participate in requirements workshops/interviews
- Provide documentation (process flows, pain points, reports, integrations)
- Validate drafted requirements
Your Team Commits
- Business Process Owners (BPOs) and Subject Matter Experts (SMEs) attend workshops (by functional area)
- Review and sign off on requirements
Time Commitment
- 2–4 hours per BPO/SME (varies by role)
Vendor Shortlisting & Market Input
Client Role
- Validate shortlist criteria (industry fit, budget, deployment model, etc.)
- Review and approve final vendor shortlist
Your Team Commits
- Provide feedback on fit and exclusions
- Rank requirements by importance
Time Commitment
- 30–60 minutes for core team review
Demo Preparation (Critical Step)
Client Role
- Identify real-world scenarios to be demonstrated
- Review and approve demo scripts/use cases
- Nominate demo attendees by function
Your Team Commits
- BPOs and SMEs help define “day-in-the-life” scenarios
- Ensure the right people attend the right demos
Time Commitment
- 60–90 minutes for scenario review
- 2–4 hours per demo attendee
Vendor Demos & Structured Feedback
Client Role
- Attend demos
- Complete post-demo surveys
- Provide qualitative feedback (strengths, risks, concerns)
Your Team Commits
- Complete surveys within 24–48 hours
- Participate in short debrief sessions
Time Commitment
- 2–4 hours per demo + 15 minutes per survey
Scoring, Evaluation & Final Recommendation
Client Role
- Review weighted scoring and findings
- Participate in recommendation review session
- Align on final decision and next steps
Your Team Commits
- Executive sponsor attends decision meeting
- Core team provides final input
Time Commitment
- 60–90 minutes
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Decision & Transition to Contracting
Client Role
- Select preferred vendor based on data collected and presented to the committee
- Define implementation readiness timeline
Your Team Commits
- Provide contracting inputs (commercials, scope assumptions)
- Confirm internal ownership for next phase
Time Commitment
- Varies by procurement/legal process