ERP Executive Independent ERP research for the board

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.

ERP Executive editorial Excel workbook Business case

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ERP implementation budget workbook.xlsx

Who it is for

CFOs, finance business partners, and PMO leads building or challenging an ERP budget before the board paper.

What you get

  • A single-screen summary that totals software, services, internal cost, and a five-year view.
  • Live formulas for the ratios that drive the number: implementation at 1x to 3x software, run cost at 15 to 25% a year, contingency as burn times slip.
  • An integrations tab that counts interfaces at $10,000 to $50,000 each, from a real list rather than a round number.
  • A dual-run line and a rescue reserve, the two items most budgets leave out.
  • An assumptions column beside every figure, so finance can change one input and see the total move.

What is in the workbook

SheetWhat it does
SummaryTotals every category and shows the go-live and five-year figures side by side.
Software & subscriptionUser counts by type at their own rates, years one to five.
Implementation & SIServices as a multiple of software, with the SI share called out.
IntegrationsOne row per interface, priced from the actual list.
Internal & changeBackfill, business team, and training the integrator does not carry.
Run & contingencyAnnual run cost, schedule contingency, and the rescue reserve.

A worked example

A $1B company with 1,500 users on a tier 1 platform: enter the software quote and the model returns a program range, a five-year total, and the contingency a board will expect to see priced.

Written fresh for this site and vendor-neutral. The figures in the workbook are planning defaults to replace with your own; the formulas do the arithmetic.