An ERP demo is more useful when you know which parts of the business need to connect. A short checklist can help you explain your current requirements and explore the right system features.
Planning Guide
What to Prepare Before an ERP Demo
A useful ERP demo starts with a clear view of your departments and information needs. Use this practical checklist before speaking with an ERP provider.
By SOFTWARE & ERP SOLUTIONS
· 1 min read
Key takeaways
- List every department involved
- Identify where teams share information
- Use the demo to discuss ERP and custom needs
List Your Departments
Write down the teams that need to use or share business information. This gives the discussion a clear starting point.
- Finance
- Sales
- Inventory
- HR
- Production
Map Information Flow
Consider which information moves between departments and where teams need current data. This helps show how a connected ERP could support the way your business works.
- Note information shared between teams
- Identify separate systems or records
- Mark areas that need real-time data
Bring Your Business Questions
Use the demo to explore how the ERP handles your functions and where custom software may be needed. Clear questions help connect the product discussion to your operations.
- Ask how departments work in one system
- Discuss ERP implementation needs
- Explore custom software requirements
Frequently asked questions
What should I discuss during an ERP demo?
Discuss the departments you need to connect, the information they share and any custom software requirements.
Can I explore the ERP before implementation?
Yes. SOFTWARE & ERP SOLUTIONS invites businesses to request a demo and explore the ERP system before discussing implementation.
Talk to SOFTWARE & ERP SOLUTIONS
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SOFTWARE & ERP SOLUTIONS
Connect finance, sales, inventory, HR and production with ERP and custom software built around your business.