You are supposed to evaluate a job card software for possible acquisition, believe me it can come to you and your selection committee/stakeholders – as a nightmare. Have you ever thought about the amount of research material and operational data you will need to take into consideration an ERP module that suits all your business needs?
At our company we have successfully put together this practical list of ERP evaluation criteria, based on our profound experience and extensive research for hvac service software selection projects. ERP evaluation criteria and functionality checklist on this page will work to your advantage in getting off at the right foot to start prioritizing your specific requirements for an ERP purchase.
So let’s check out that comprehensive list of key ERP evaluation and functionality criteria, which can assure you of selecting the Best ERP solution that meets your business needs:
ERP Evaluation Criteria
You can succeed when your ERP software meets most of the following criteria, depending on your organizational needs:
- Customer Relationship/Account Management
Just check out whether the CRM module allows the users to view customers across a wide range of custom views that includes products, geography, account type and many more. If the CRM software module is effective, it should also allow a convenient access to required ERP information across devices any time.
- Accounts Payable Reporting
Making collections more efficient and accounts aging easier to access is what a good ERP solution provides to your AP team through sufficient reporting.
- Bank Reconciliation
Your potential ERP solution should be well equipped with a bank reconciliation feature that helps your organization in reconciling bank statement balances with general ledger cash accounts amount.
- Benefits Administration
See if your ehs software has a system to manage and track participation in several benefit programs such as insurance, compensation, profit sharing and retirement programs.
- CRP – Capacity Requirements Planning
You are an organization in need of a feature that can help you determine the resources required in meeting production requirements; CRP module becomes one of the mandatory aspects of your ERP solution.
- MRP – Material Requirements Planning
Production planning, scheduling, and inventory control system, if they are some of your requirements, check out thoroughly whether the ngo accounting software solution that you are evaluating includes this module.
- BOM – Bill of Materials
You also might need to use bills of materials while creating production orders in manufacturing different products. If it is so, then ensure to look out for this feature into whichever ERP solution you are considering to finalize.
- Logistics Management
Logistics management is one of the core features for any field service management software solutions, in fact I will go to the extent of saying that an ERP does not qualify to be called so without logistics management as an integral feature. What do you say?
- BI – Business Intelligence
Business Intelligence feature in an ERP solution; how? I knew this would be your first reaction, as we have seen quite a lot business intelligence solutions – but as standalone products. However; trust me BI can be a part of your ERP solution. It is purely based on organizational priorities, if you would want to harness the BI tool/module in your manufacturing software or would want to go ahead for a standalone, best in class BI tool.
- Email Tools
There are ample platforms in the market that offer Email tools. They also form an integral part of CRM solution, and hence; you are already might have one – if you have deployed a CRM. However; if your ERP is also your core ERPNext, as mentioned above, do not miss out on checking whether a robust email tool is a part of the product feature set.