Description

A focused course, tailored for you

The Procurement Leader's Course on Evaluating ERP Vendors When the selection deadline looms

A hands-on program that turns chaotic vendor chaos into a repeatable, evidence-backed decision process before your deadline hits.

Stop spending every Friday night reconciling scattered vendor data while the selection deadline looms and leadership questions your process.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

You spend weeks juggling spreadsheets, email threads, and endless demos, yet you still lack a single source of truth for vendor scores and business impact. The request for proposal tracker lives in a shared drive, the stakeholder interview notes are scattered across chat logs, and every new request forces you to re-run the same calculations.

Meanwhile the steering committee pressures you for a recommendation, compliance insists on documented evidence, and the procurement budget office threatens to withhold funding if the selection process stalls. Missed deadlines mean contract penalties and lost negotiating leverage.

If the final decision is delayed, the organization risks overrunning the implementation budget, extending the go-live timeline, and exposing the team to internal criticism that can stall career progression.

What you walk away with

Produce a vetted shortlist with weighted scores that aligns with business priorities.
Document a complete evidence pack ready for the steering committee review.
Run a repeatable vendor-comparison workshop that reduces decision time by half.
Create a risk register that captures vendor, implementation, and compliance risks.
Establish a governance cadence that keeps stakeholders aligned through each selection phase.

The 12 modules

Module 1. Framing the Selection Problem

Define business objectives, constraints, and success criteria.

Module 2. Stakeholder Mapping and Interview Blueprint

Build a structured interview guide and capture inputs in a single repository.

Module 3. Requirement Prioritization Matrix

Translate business needs into weighted criteria using a decision matrix.

Module 4. Vendor Shortlist Construction

Apply filters and scoring rules to generate a manageable vendor pool.

Module 5. Scoring Workshops and Consensus Building

Facilitate a collaborative scoring session with cross-functional owners.

Module 6. Financial Modeling and Total Cost of Ownership

Calculate TCO and compare against budget constraints.

Module 7. Risk Assessment and Mitigation Register

Identify implementation, compliance, and vendor risks and map mitigations.

Module 8. Evidence Pack Assembly

Gather and format all scoring, financial, and risk artefacts for review.

Module 9. Steering Committee Presentation Kit

Create a concise deck and executive summary that tells a clear story.

Module 10. Negotiation Playbook

Prepare negotiation levers and fallback positions based on score insights.

Module 11. Governance Cadence Design

Set up recurring review meetings, decision gates, and status reporting.

Module 12. Post-Selection Handoff Checklist

Ensure smooth transition to implementation team with documented handoff items.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 2 covers Stakeholder Mapping and Interview Blueprint , exactly the chaotic interview notes you collect in chat when senior users request ad-hoc demos.

Module 5 covers Scoring Workshops and Consensus Building , that is precisely the endless spreadsheet juggling you face when the steering committee asks for a unified score.

Module 8 covers Evidence Pack Assembly , the exact missing-evidence pain point you hit when auditors request a single source of truth before the board meeting.

What you get with this course

A pre-populated vendor scoring matrix with 12 weighted criteria.
A stakeholder interview guide with prompts and capture fields.
A requirement prioritization decision matrix template.
A populated risk register with common ERP implementation risks.
A complete evidence pack checklist ready for governance review.
A steering committee presentation slide deck skeleton.
A negotiation levers worksheet with example scenarios.
A governance cadence calendar with gate templates.
A post-selection handoff checklist for implementation teams.
A reusable total cost of ownership calculator.
A comparison sheet for vendor feature gaps.
A runbook for running scoring workshops.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, pre-populated scoring matrix and interview guide ready for immediate use.

Week 1: first draft of the evidence pack and risk register shared with the steering committee.

Month 1: governance cadence live, monthly reporting cycle running from the new register with zero manual reconciliation.

Before and after

Before

Your selection files live in separate OneDrive folders, interview notes are in chat, and the scoring spreadsheet is a manual copy-paste nightmare. When the steering committee asks for the latest vendor comparison, you scramble to assemble a PDF, and auditors later flag missing evidence for each decision gate. The team loses days reconciling numbers and stakeholders question the rigor of the process.

After

All vendor data lives in a single, version-controlled scoring matrix, interview insights are captured in a structured repository, and a ready-to-present evidence pack sits on the governance portal. Weekly cadence meetings run on a shared dashboard, and you can confidently discuss risk, cost, and recommendation with the CFO and board without hunting for documents.

What happens if you do not address this

If you ignore this now, the Q3 selection deadline will arrive with incomplete scoring, forcing a rushed decision that may cost millions in implementation overruns. The CFO will question your governance, and the next performance review could flag you for poor risk management.

Who it is for

A procurement professional who runs the ERP selection workstream, coordinates cross-functional stakeholder interviews, maintains a living RFP tracker, and reports to the CFO on vendor risk and cost. They operate in two-week sprint cycles, need concrete artefacts for each gate, and are accountable for delivering a defensible shortlist on schedule.

Who this is NOT for. This is not for someone who needs a basic introduction to what an ERP system is.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week and the course saves an estimated 40-60 hours of internal scaffolding work.

Why $199 is the right number

A half-day consultant to map your ERP selection typically costs $2K-$5K and delivers a single spreadsheet, a generic certification course runs $800-$2K and lacks concrete artefacts, and DIY effort can exceed 60 hours. At $199 you get a full playbook, templates, and a repeatable method that pays for itself within the first selection cycle.

FAQ

Do I need prior experience with other selection frameworks?

No, the course assumes you already run the process and need a concrete method to tighten it.

Will the artefacts work with my existing spreadsheet tools?

Yes, all templates are compatible with any spreadsheet application and can be imported directly.

What if my organization has already started vendor demos?

The modules help you capture those demos into the scoring framework without restarting the process.

Can I reuse the materials for future technology selections?

Absolutely, the templates are designed to be generic enough for any enterprise software evaluation.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.