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You Can’t Afford to Choose the Wrong ERP.
If that thought’s crossed your mind, this checklist is for you. Use it to compare ERP vendors side-by-side, ask the right questions, and make a confident, no-regrets decision.
What’s Inside the ERP Evaluation 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
Compare up to 3 ERP vendors:
across 5 critical categories
Ask the questions:
vendors hope you won’t
Spot red flags:
before they become expensive regrets
Align your ERP choice:
with your business goals
Get buy-in from stakeholders:
who speak a different language (finance, ops, IT)
Avoid Costly ERP Mistakes Before They Happen
%
of ERP projects that start without a plan go over budget
Key categories covered: Usability, Technology, Value, Risk, and Features
The good news? You don’t need to be an ERP expert.
Who Should Use This Checklist?
You’ve been tasked with choosing an ERP
and you’re terrified of picking the wrong one.
You’ve sat through 5 demos
and still don’t know who’s best
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 system that won’t blow the budget or break your team
Why Trust Intelligent Technologies?
We’ve spent over 30 years helping small and mid-sized businesses choose and implement ERP systems that actually work.
Founded by a former accountant who saw firsthand how the wrong software can hold a business back, Intelligent Technologies, Inc. was built to bridge the gap between finance and tech—so you don’t have to.
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 understand the pressure to get it right—and the cost of getting it wrong.
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—not just the sale.
“Intelligent Technologies is truly our IT partner. Their team answers our calls at all hours and serves us as if they were our employees.”
Your Questions Answered
Is this checklist really free?
Yes. No catch. Just a tool to help you make a smarter ERP decision.
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 for any ERP system?
Absolutely. It’s vendor-agnostic and works with any ERP you’re considering.
What format is the checklist in?
It’s a fillable PDF. Use it digitally or print it out—whatever works for your team.
I already have a shortlist. Do I still need this?
Especially now. This checklist helps you validate your shortlist and avoid blind spots.
Compare Your Top ERP Contenders Side By Side.
Cut through the noise and focus on what’s important to your business for a faster, more confident decision.