ERP implementation budget workbook
A working Excel budget that totals every line an ERP program carries, with the published ratios built into the formulas, so you can price a program before an integrator does it for you.
Business case Open →
Downloadable workbooks
Working Excel models, not empty templates.
Each workbook is written fresh for this site, with the ratios and checks built into the formulas. Open one with a work email and it is yours to keep and edit.
ERP business requirements catalog
A pre-populated Excel catalog of common ERP requirements across the core functions, so a selection starts from a structured list to refine rather than a blank sheet to fill.
Selection Open →
ERP vendor evaluation workbook
A weighted Excel scoring model that turns requirement fit and demo impressions into one defensible ranking across up to five vendors, with the arithmetic visible.
Selection Open →
ERP data migration planning workbook
A working Excel planner for the work that sinks go-lives: a data object inventory with owners, cleanup tracking, a load sequence, and a reconciliation that totals source against target.
Implementation Open →
Looking for the interactive tools, checklists, and guides as well? Browse the full tools and resources library.