(336) 315-3935

ERP Demo Tips: How to Make the Most of the Experience

women climbing stairs

Written by Laura Schomaker

August 6, 2020

ERP demos are a vital opportunity to vet technology that could be transformative for your company. If you are willing to put in the time and effort to make them a success, software demos have the power to show how viable a potential solution really is. What can you do to optimize the process and make the most of your ERP demos? Let’s discuss our top ERP demo tips.

ERP Demo Tip #1: Perform your Due Diligence in Advance

Before you even schedule your ERP demo, you want to have had extensive conversations with a vendor, providing them with a list of musts and wants you expect from their solution. A general demo that doesn’t address the specific needs and processes at your company might end up being a waste of your time and the vendor’s.

ERP Demo Tip #2: Involve the Entire Team

Vetting an ERP solution should be a collaborative process that involves staff from every department at your company. Making a top-down decision on ERP just makes little sense — the solution itself is about taking a holistic approach and collaborating across silos. After the demo, reconvene the entire group for a post-demo regroup. What was missing? What was great about the solution? Get input from every department. Is the solution giving you realistic and proactive ways to collaborate across your company? Does it unify processes and domolish silos? Get input from every department.

ERP Demo Tip #3: Record the Demo

Chances are that you will want to review certain parts of the demo after the fact. Make sure to record the demo day of so that you have it to refer to in your post-demo regroup session. Even the most extensive notes won’t give you the detail that revisiting the actual demo will.

 

ERP Demo Tip #4: Take Notes

Things may come up at the moment that you won’t remember later on. While you follow the demo through your daily work processes, note anything that stands out to you or does not address an essential function at your business.

ERP Demo Tip #5: Ask Follow-up Questions

Even if a demo goes seamlessly and an ERP solution seems like the ideal fit, you still want to ask questions. Compile questions brought up during your regroup session with your team and submit them to a vendor. If you need to, ask for changes. Any ERP vendor who will be a valuable partner in the long term will enjoy the collaboration and endeavor to answer every question that comes up.

An ERP demo is complex, but by following these ERP demo tips you can streamline the process and ensure you make the right choice for your company. If you are interested in taking the next steps and experiencing an ERP demo, schedule your personalized demo with one of our Microsoft or Acumatica experts today.

 

You May Also Like…

What is the Best QuickBooks Alternative?

Consider each of these in light of where your business is now and where you want to see it five years from now. Once you have identified where QuickBooks has not served you well, you can consider some QuickBooks alternatives to find the one that is the best fit for your business.

read more

Top Five Disadvantages of QuickBooks Every Buyer Needs to Know

QuickBooks is a popular accounting solution for small businesses or those just getting themselves off the ground. But just because it’s the first name that comes to mind, does that mean it’s the best choice? Sometimes it is, sometimes it isn’t. Your company’s unique answer to this question rests on what you need out of an accounting solution and how fast you envision your company growing. Understanding the difference between accounting software and an ERP often is the single largest factor in deciding whether QuickBooks is the right fit for you. But there are a few others to consider.

read more

What is the difference between ERP CRM and SCM?

Business management software solutions have improved and diversified dramatically over the last decade, so much so that today’s businesses almost have too many options on the table. To that point, decision makers at companies must choose between multiple solutions, including ERP, SCM and CRM. What is the difference between ERP CRM and SCM, and how can they affect a business?

read more