Who this service is for
- Companies outgrowing QuickBooks, spreadsheets, or legacy ERP
- Executive teams comparing NetSuite, Dynamics, Sage Intacct, Acumatica, Odoo, or other platforms
- Finance teams that need a defensible ERP recommendation
Service
ERP Selection
Compare ERP platforms with requirements, scoring, cost visibility, and implementation risk in one selection process.
Problems addressed
- Vendor demos feel similar
- Requirements are incomplete
- Partner proposals are hard to compare
- Total cost is unclear
- Stakeholders disagree on priorities
Warning signs
- The shortlist is based on sales demos instead of requirements
- Implementation scope differs across vendors
- Finance, operations, and IT score fit differently
- Contract and license assumptions are not visible
Questions Maitero answers
- Which ERP fits our operating model?
- What must be in the demo script?
- Which partner can actually deliver?
- What is the total cost and implementation risk?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- Business case support
- Requirements gathering
- RFI or RFP support
- Demo script and scorecard design
- Vendor and implementation partner scoring
- Cost and risk comparison
Activities performed
Practical activities used to create evidence and decisions.
- Stakeholder workshops
- Functional and technical requirements definition
- Vendor longlist and shortlist
- Demo management
- Reference check support
- Executive recommendation
Systems reviewed
Systems and process artifacts commonly reviewed.
- Current ERP or accounting system
- CRM
- Billing
- Inventory
- Procurement
- Reporting
- Data warehouse
Documents required
Typical inputs requested from the client team.
- Process inventory
- Pain-point list
- Current system costs
- Reporting examples
- Integration inventory
- Vendor proposals
Stakeholders involved
People usually needed for the work.
- Executive sponsor
- Finance
- Operations
- IT
- Sales Operations
- Procurement
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- Requirements workbook
- Vendor demo scripts
- Vendor comparison scorecard
- Cost comparison
- Implementation partner evaluation
- Final selection recommendation
Sample deliverable
A scored vendor matrix comparing functional fit, scalability, customization, reporting, integration, implementation complexity, support, licensing, total cost, and industry fit.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Clear shortlist
- Aligned stakeholder scoring
- Transparent risk and cost picture
- Stronger implementation partner selection
Risks addressed
Common risks this service reduces.
- Choosing the system with the best demo
- Under-scoping data migration and integrations
- Missing requirements from finance or operations
What is not included
Clear boundaries keep the scope useful and controlled.
- Legal contract advice
- Software resale
- Guarantee of vendor pricing
Optional services
Common next scopes that pair with this work.
- ERP business case
- Implementation partner selection
- Contract and proposal review
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Procure to Pay
- Inventory and Fulfillment
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Acumatica
- Odoo
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Manufacturing
- Wholesale Distribution
Related resource
Use the ERP selection guide to prepare for this work.
ERP selection guideFAQs
Common questions about ERP Selection.
How does Maitero scope this service?
The first conversation clarifies project stage, systems involved, stakeholders, timing, and the deliverables needed for erp selection.
What does the client need to provide?
Maitero usually needs access to process owners, current reports, system documentation, issue lists, project artifacts, and relevant data or integration inventories.
Next step
Your ERP project does not need more uncertainty.
Tell Maitero where the project stands and receive guidance on the most practical next step.