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.
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ERP vendor evaluation workbook.xlsx
Who it is for
Selection teams and procurement running a structured evaluation and writing the recommendation.
What you get
- Weighted criteria across functional fit, technical fit, vendor viability, implementation risk, and cost.
- A scoring tab where each evaluator rates each vendor, with the weighted total calculated for you.
- A demo evaluation tab tied to the same scenarios every vendor was asked to run.
- A ranking that updates as scores change, so the finalists are not decided by whoever spoke last.
- A notes column for the reason behind each score, which is what survives the reference calls.
What is in the workbook
| Sheet | What it does |
|---|---|
| Weights | Set the weight of each criterion; the sheet checks they total 100%. |
| Scores | Per-vendor, per-criterion scores with the weighted total. |
| Demo evaluation | Scenario-by-scenario scoring from the demo days. |
| Ranking | The weighted ranking and the gap between first and second. |
A worked example
Three finalists tie on functional fit; the weighted model shows the gap is really in implementation risk and cost, which is the conversation the board needs to have.
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.
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