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RFPilot · Use cases
ERP selection is a 10-year decision. Make sure your RFP asks the questions that matter.
ERP RFPs are the highest-stakes documents in procurement: a missed requirement around data migration or localization surfaces two years later as a six-figure change order.
Structure your ERP RFP around modules, master data, integrations and migration — the exact areas where gaps surface later as change orders every ERP vendor's sales team hopes you won't notice.
Module-by-module requirements
Finance, supply chain, manufacturing, HR — numbered requirements per module with Must/Should priorities.
Migration & master data
Explicit questions on data migration scope, tooling, cleansing responsibility and cutover approach.
Integration inventory
List every system the ERP must talk to, with direction, frequency and protocol expectations.
Total cost of ownership
A pricing table covering licenses, implementation, customization, training and year 2+ costs.
Weighted scoring
Publish evaluation weights (fit, cost, implementation partner, roadmap) so bids are comparable.
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30 checks before your RFP goes out — scope, requirements, security, pricing, evaluation criteria and submission.
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Scope and longevity: ERP RFPs must cover business processes across departments, data migration, heavy integrations, localization and multi-year total cost of ownership — not just features.
Typically 100–400 numbered requirements grouped by module. Each should be testable in a demo, and prioritized so vendors know what's negotiable.
Publish weighted scoring criteria in the RFP and require a fixed response format so module-level answers line up across vendors and can be scored side by side.
Yes. Upload the RFP and RFPilot drafts module-level answers from your knowledge base with citations and compliance verdicts.
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