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Every ERP Partner Sounds the Same. Until You Ask These Questions.

You can’t test-drive an ERP partner. But you can ask the questions that reveal how they really work—before you sign the contract. This checklist shows you how.

What’s Inside the ERP Partner Interview Checklist?

 

This isn’t a generic list of ERP features. It’s a decision-making tool built for busy teams who need clarity fast.

You’ll learn how to

Ask the questions:

that uncover how a partner really operates

Compare multiple:

ERP consultants side-by-side

Spot red flags:

before they become project delays

Align expectations:

before your project begins

Choose a partner:

who fits your goals, culture, and timeline.

The Right ERP Partner Can Make or Break Your Project

%

Of ERP projects fail—not because of the software, but because of poor implementation

Key interview categories covered: Basic, Expertise, Culture, Expectation Setting

You only get one shot at choosing the right ERP partner. This checklist helps you make it count.

Who Should Use This Checklist?

You’re evaluating ERP consultants

and don’t know how to compare them.

You’ve been burned

by a bad implementation and want to get it right this time.

You’re the IT lead

and the CEO keeps asking, “When will we have a decision?”

You’re the CEO

and every ERP pitch sounds the same—but you need a partner who won’t blow the budget or disappear after go-live.

Why Trust Intelligent Technologies?

We’ve spent over 30 years helping businesses choose and implement ERP systems that actually work.

Founded by a former accountant who saw how bad software decisions hold companies back, Intelligent Technologies, Inc. was built to bridge the gap between finance and tech.

We’re not just software resellers. We’re ERP matchmakers.

As a certified Microsoft Dynamics GP and Acumatica partner, we bring

Real-world experience

Our consultants have walked in your shoes. We know what’s at stake.

 

End-to-end support

From vendor selection to implementation and beyond, we’re with you every step of the way.

A service-first mindset

We’re known for being fair, honest, and relentlessly focused on your success.

“Intelligent Technologies is truly our IT partner. Their team answers our calls at all hours and serves us as if they were our employees.”

Bob DeCusati

CFO, Zamma Corporation

Your Questions Answered

Is this checklist really free?

 Yes. No strings. Just a smarter way to choose your ERP partner.

Why do I need to give you my email address?

We ask for your information in exchange for a valuable resource in order to:

(a) improve your browsing experience by personalizing our site to your needs.
(b) send information to you that we think may be of interest by email or other means.

We will never sell your personal information. You can read more about our privacy policy here.

Can I use this with any ERP system?

Absolutely. It’s designed to help you evaluate any ERP consultant, regardless of platform.

What format is the checklist in?

It’s a fillable Word document you can use digitally or print for in-person interviews.

How many partners can I compare?

It’s designed to compare up to 3 ERP partners side-by-side.

Don’t Let the Wrong Partner Derail Your ERP Project.

Cut through the noise and find the one that fits your needs, budget and culture. 

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100% free. Zero SPAM. Just helpful advice from a team that’s led hundreds of sucessful ERP projects.