Developing an RFP for an ERP System

Training Type: 
Date and Time: 
Jun 20 2019 - 2:00pm to 4:00pm  EDT
Field of Study: 
Management Services
CPE Credits: 
Member Price: 
Non-Member Price: 
Director/Deputy Executive Director
Who Will Benefit: 

This webinar is for anyone that will be involved with developing an RFP for a new enterprise resource planning (ERP) system.

Program Description: 

There are few projects that local governments will take on that reach the size, scope, and complexity of an enterprise resource planning (ERP) implementation. Not only do ERP projects touch just about everything and everyone in the organization, they also can represent significant change for an organization. ERP projects are expensive requiring investments not only in dollars, but in time, creating the expectation that governments will see significant improvement in functionality, efficiency of operations, or best practice adoption as a result. Combine this with the fact that many governments only implement an ERP system once every 10-15 years and you can understand how ERP projects can be difficult.

GFOA has experience assisting hundreds of local governments with planning for, procuring, implementing, and assessing ERP systems. Fortunately, for governments planning on taking on an ERP project, many of the risks associated with ERP projects can be mitigated with planning, organized readiness activities, and project leadership. Using a request for proposal (RFP) for engaging the vendor community, encouraging competition, defining scope,  and establishing procedures for accountability and risk mitigation is an essential component in the ramp up to an ERP project. However, GFOA also sees many organizations not take full advantage of the RFP process to set their project up for success.

This webinar will present best practices for developing an RFP for an ERP project and discuss how the RFP can be used as both a key milestone in the readiness process and as a guide for future planning. The instructor will present common mistakes you can avoid in developing your RFP and how to give yourself the best opportunity to find a qualified vendor and negotiate the best possible contract to deliver success in your ERP project.


Seminar Objectives: 

Those who successfully complete this seminar should be able to:

  • Learn the essential components of an RFP for an ERP project
  • Understand how to communicate your project scope and goals to potential ERP vendors
  • Take advantage of your situation and set policies and procedures that facilitate favorable proposals
  • Develop RFP questions that reveal differentiators in the market
  • Structure an evaluation process that identifies the "best-fit" vendors
  • Understand how to use the RFP process to assist with ERP planning and readiness
  • Learn how to avoid common mistakes
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