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Pre-Sales Solutioning and Effort Estimation for ERP Projects

A practical guide for solution architects and pre-sales consultants on scoping ERP deals, designing high-level solutions, estimating effort bottom-up and defending the numbers.

Free

Free 47-page e-book. How to shape an ERP solution, estimate effort with confidence and present a credible plan before the contract is signed. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book teaches solution architects, pre-sales consultants and delivery leads how to turn an ERP opportunity into a credible solution and a defensible estimate. You will learn how to run pre-sales discovery, build a high-level solution blueprint, classify requirements by fit and complexity, estimate configuration, extensions, integrations, data migration, testing and change management, apply contingency based on risk, plan team and timeline, and present the solution to evaluators. It includes estimation tables, complexity matrices, checklists and a full illustrative Dynamics 365 Finance and Supply Chain scenario. Useful for anyone preparing ERP proposals or reviewing estimates.

What's inside

  • Chapter 1: The Role of Pre-Sales in ERP
  • Chapter 2: Pre-Sales Discovery for ERP
  • Chapter 3: Building the High-Level Solution Blueprint
  • Chapter 4: Fit-Gap Classification for Estimation
  • Chapter 5: Estimation Methods and Models
  • Chapter 6: Estimating Data Migration, Integration and Testing
  • Chapter 7: Change Management, Training and Hypercare
  • Chapter 8: Risk, Contingency and Assumptions
  • Chapter 9: Team, Timeline and Deployment Planning
  • Chapter 10: Review, Presentation and Handover
  • Chapter 11: End-to-End Scenario — A Distribution Company Moves to Dynamics 365

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

IT consultants, pre-sales architects and delivery leads shaping technology programs and proposals.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

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.