An alternative to the traditional approach is the provider briefing, which is a personal preparatory meeting. The company’s situation can be conveyed clearly and precisely in a personal briefing. The key business processes and problematic points can be communicated in concrete terms.
Finding the right ERP provider is not an easy process and presents decision-makers with a major challenge. In the classic approach, interested parties send the providers on the shortlist documents containing relevant information about the company and its special features. The providers then conduct a selection workshop.
Advantages of an on-site provider briefing
In order to find the right solution for a company, it is advisable to select ERP via a provider briefing. The ERP provider’s employees gain a comprehensive insight into the respective company through the provider briefing and can ask specific and direct questions about requirements and objectives. This gives them the opportunity to make the subsequent ERP workshop more suitable and increase its quality.
Another advantage is that the prospective customer can better assess the provider professionally and personally after the briefing. His demeanor and behavior provide information on whether he understands the company and responds to its needs. It is also an opportunity to determine whether all parties involved can work together smoothly. Conflicts and tensions can thus be avoided. These are important criteria for further cooperation.
How does a supplier briefing work?
The briefings begin with an introduction to the company and all the people involved in the ERP project. Key figures are disclosed, central products and services are presented, the organizational structure is described and future plans are explained.
The project manager then takes the potential partners on a tour of the company and shows them the relevant areas. The last point is the process description. This is where the business processes and special requirements that the ERP system is to map are explained.
