Choose the Right ERP with Confidence
Selecting an ERP is a strategic decision that shapes growth, controls risk, and unlocks operational agility. Our advisors guide you from business case to contract signature.
Why Harbor View?
- Trusted by CFOs, COOs, and CIOs navigating complex modernization.
- Timeboxed approach that balances rigor with speed.
- Roadmaps that translate requirements into executable selection plans.
Why Partner with Harbor View for ERP Selection
The wrong platform choice can stall adoption and burn capital. We anchor each decision in measurable business outcomes and cross-functional alignment.
Requirements-led evaluation
Our selection work uses business requirements, scorecards and a documented recommendation. Harbor View also maintains technology alliances and offers implementation services; review those relationships alongside a selection proposal.
Deep domain knowledge
Cross-industry experience helps us translate nuanced operational requirements into ERP capabilities and roadmap priorities.
Structured methodology
A phased approach keeps stakeholders aligned, timelines disciplined, and evaluation criteria objective and defensible.
Focus on business outcomes
We connect feature lists to growth, efficiency, and agility so the system you choose accelerates value beyond go-live.
Our ERP Selection Services
We support every step from discovery through pre-go-live readiness. Choose the full journey or plug in where you need the most lift.
| Phase | Key Activities | Deliverables |
|---|---|---|
| Discovery & Planning | Stakeholder interviews, current state assessment, business case development, project charter | Business drivers, selection roadmap, governance plan |
| Requirements Definition | Workshops, process mapping, gap analysis, priority ranking | Requirements matrix, use case catalog |
| Vendor Shortlisting | Market scan, long-list & short-list filtering, RFI/RFP preparation | Qualified vendor shortlist, evaluation criteria |
| Demo / Evaluation & Scoring | Scripted demos, scorecards, Q&A sessions, reference checking | Weighted score matrix, pros and cons analysis |
| Commercial Negotiation & Contract Review | Cost modeling, proposal comparison, negotiation support, contract review | Final recommendation, negotiation strategy, contract checklist |
| Change Readiness & Pre-Go Live Planning | Change strategy, communication planning, adoption risk mitigation | Change plan, stakeholder engagement plan, training roadmap |
In many engagements we transition into implementation oversight or post-go-live assurance to protect continuity.
Our Approach: Principles That Matter
A disciplined methodology underpins every selection. These principles keep stakeholders aligned, decisions data-backed, and execution risk in check.
Documented evaluation criteria
Our selection approach uses documented requirements, evaluation criteria and trade-offs to explain a recommendation. Discuss vendor relationships and any follow-on work before agreeing the scope.
Business-First Thinking
Technology decisions are anchored in growth targets, operating KPIs, and board expectations.
Cross-Functional Engagement
Finance, operations, IT, sales, supply chain, and HR all have a voice in the final decision.
Data-Driven Decisions
Scorecards, trade-off analysis, and risk-weighted recommendations replace gut feel.
Risk Mitigation Focus
We surface contract traps, customization creep, and change fatigue before they erode ROI.
Who We Help
From multi-entity finance teams to operations leaders modernizing complex supply chains, we tailor the journey to your maturity, governance, and change appetite.
Why Now Is the Right Time
The cost of waiting or choosing poorly compounds quickly. Signs it is time to act:
- Legacy systems are constraining growth and scalability
- Leaders need real-time visibility across functions
- Manual processes create error, delay, and compliance risk
- Digital transformation requires a modern core platform
- A poor ERP choice today becomes an expensive reimplementation tomorrow
Clients who invest in structured selection see faster implementations, cleaner data migrations, and stronger adoption curves.
Frequently Asked Questions
Straight answers to the topics leadership teams ask us most often.
Next Steps
Turn ERP selection into a structured, confidence-building process. We guide your team from alignment through signature-then stand ready for implementation oversight.
- 1Schedule a discovery call to align on objectives and timelines.
- 2Receive a tailored proposal that scopes the selection journey.
- 3Kick off governance, stakeholder alignment, and project execution.
Technology relationships and selection advice
Harbor View publishes technology alliances and offers implementation services alongside selection advice. Review the alliances and technology services. Ask the team to explain relevant commercial relationships, compensation and any proposed follow-on work for your engagement.