Build a vendor-neutral ERP RFP

1. Company background

• Size band: (set in step 1)
• Industry: (set in step 1)
• Current ERP and pain points
• Key stakeholders

2. Project scope

• In-scope modules: General Ledger and Financials, Accounts Receivable, Accounts Payable
• Out-of-scope items
• Implementation phases (assess, design, configure, validate, cutover, hypercare)
• Number of legal entities, users, locations

3. Integrations and data

• In-scope integrations: (none yet)
• Master data sources
• Migration scope (history depth, reconciliation tolerance)
• API and SLA requirements

4. Compliance and constraints

• Selected: (none specified)
• Audit and segregation-of-duties requirements
• Data residency and PII handling
• Change-management standards

5. Timeline and milestones

• Target go-live: (set in step 4)
• QA gates: design, integration, data reconciliation, UAT, cutover rehearsal
• Hypercare duration
• Managed services transition

6. Success criteria

• (set in step 4)
• KPIs (close time, inventory accuracy, ARR/MRR, audit prep time)
• Acceptance for go/no-go
• Buyer sign-off process

7. Vendor evaluation criteria

• Platform fit: NetSuite, Acumatica, Fusion Cloud, QuickBooks, or other
• Implementation methodology and QA gates
• Skill depth (functional, technical, data, integration)
• Pricing transparency and change-control discipline
• Managed services posture post go-live

8. Pricing and commercial

• Pricing drivers (entities, users, integrations, data complexity)
• Milestone-based payment structure (per our methodology)
• Change order process
• SLAs and escalation paths