Free Excel download
ERP Partner Evaluation Scorecard
Score up to four implementation partners on 10 weighted criteria, log red flags and keep interview notes side by side.
For: Teams comparing three or four ERP partners before choosing one.
What's inside
- 10 weighted criteria, each with guidance on what to check, scored 1 to 5 per partner.
- Weighted totals and percentages that calculate automatically.
- 10 red flags to tick per partner, counted into the scorecard.
- 10 interview questions with a notes column for each partner.
- A six-week evaluation process, from shortlist to paid discovery.
How to use it
Shortlist three or four partners and send them all the same brief. Score each one straight after its discovery call, then tick red flags after the reference calls. A partner with three or more red flags deserves a hard second look, whatever the score.
Get the Excel file
Excel · 12 KB. Enter your details and the download appears right here.
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Questions about this download
Is it free?
Yes. Enter your name, work email and company and the download appears on the page straight away.
What happens to my email?
We may send one follow-up to ask whether the template helped. No newsletter, no sequence, and we never share your details.
Who wrote it?
The ERP Builders team, based on the checks we run on our own implementation, integration and migration projects. It is platform-neutral and works with any ERP and any partner.
Can I edit it?
Yes. It is a standard Excel file with no macros and no locked cells. Change it to fit your project.
Can I change the weights?
Yes. The weights sit in their own column and the totals recalculate. Keep them adding up to 100 so the percentage stays meaningful.
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Last reviewed: 16 أكتوبر 2026
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