Gartner Research

4 Steps CIOs Must Take Before Selecting an ERP Vendor

Published: 31 August 2017

ID: G00326764

Analyst(s): Paul Saunders , Paul Schenck


CIOs embarking on an ERP initiative must resist pressure from the business to search for a technical solution to a complex problem. This research provides CIOs with practical advice on what to focus on before starting an ERP software evaluation.

Table Of Contents


  • Prepare
    • Evaluate the Organization and Learn the Business — Its Market, Competitors, Strategy and SWOT
    • Communicate and Help Others Understand Postmodern ERP Concepts
  • Assess
    • Assess the Organization's Culture, History, Current Application Portfolio and Any Past ERP Projects — Good or Bad
    • Evaluate the Organization's Readiness for This Initiative and Create a Compelling Vision for the Organization
    • Identify Current IT and Business Governance
    • Assess Your Own Leadership: Are You Enthusiastic, Genuine, a Change Leader? Do You Have a Beginner's Mind?
  • Plan
    • Devise or Update Your Postmodern ERP Strategy
    • Monitor the Postmodern ERP Strategy Over Time
    • Ensure Adequate Systems Support
    • Define the Scope and High-Level Requirements of the ERP Initiative
  • Act
    • Set Up Governance Including Steering Committee, Design Authority and Tech Authority
    • Establish a Team of Advocates Led by a CMO to Communicate and Drive Engagement
    • Create Foundational Value Documents for the ERP Initiative

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