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ERP Vendor and Partner Selection Scorecard

Weighted scorecard to compare ERP vendors and implementation partners on functional fit, technology, partner capability, cost and risk, with demo and reference logs.

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Free Excel workbook. Weighted scorecard to compare ERP vendors and implementation partners on functional fit, technology, partner capability, cost and risk, with demo and reference logs. Download it, add your project details and use it today: no sign-up for software, no paywall.

Choosing an ERP product and an implementation partner is one of the most expensive decisions a business makes, and it is often driven by the best demo rather than by evidence. This workbook gives your selection team a structured, defensible process. Define weighted criteria and must-haves, score up to three shortlisted vendors on a 1 to 5 scale, log every scripted demo scenario with its outcome, and capture reference-call findings. Formulas calculate weighted scores, flag weak scores on must-have criteria, and name the leading option on the Summary sheet. Built for ERP program sponsors, project managers, solution architects and procurement leads running a vendor or partner evaluation.

What's inside

  • Criteria and Weights: Define evaluation criteria, what a strong answer looks like, and weights that total 100%.
  • Vendor Scores: Score each vendor 1-5 per criterion. Weighted scores calculate automatically (maximum 5.00).
  • Demo Script Log: Record each scripted demo scenario per vendor and how it was delivered.
  • Reference Checks: Capture reference-call findings. Use at least two references per vendor or partner.
  • Summary: key numbers calculated automatically from your data
  • Drop-down lists, worked example rows and formulas you can rely on

How to use it

  1. Start on 'Criteria and Weights'. Replace the illustrative criteria with your own, keep IDs unique (C01, C02...), and make sure weights total 100% (check the Summary sheet).
  2. Mark a criterion as a must-have only if a low score would disqualify a vendor on its own. Keep must-haves to a handful.
  3. Rename the Vendor A/B/C headers on 'Vendor Scores' to your shortlisted vendors or partners, then enter each criterion ID. Criterion name, category, weight and must-have flag fill in automatically.
  4. Score each vendor 1 to 5 against the 'What good looks like' description, only after a scripted demo or evidence review. Write a one-line rationale for every score so the decision can be audited later.
  5. Log every scripted demo scenario on 'Demo Script Log'. Record whether it was shown in standard, needed configuration or needed customization.
  6. Run at least two reference calls per vendor and record them on 'Reference Checks'. Ask about delivery against plan, partner team continuity and post go-live support.
  7. Review the Summary: total weight, weighted scores out of 5, weak must-have scores and demo customization counts. Use it as the starting point for the steering committee decision, not as the decision itself.

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.