Construction ERP Evaluation Checklist
A printable checklist of the questions that separate a real construction ERP from accounting software with a job-cost bolt-on. Bring it to every vendor demo and score each answer on the spot.
What you'll learn
- The three questions that expose a weak implementation team
- Job costing capabilities to verify live, not on a slide
- Retainage and progress billing questions specific to Ontario contractors
- What to ask about month seven, not month zero
- A scoring approach that keeps three vendors comparable
Most owners choose an ERP twice in a career. The people selling it do this every week. A checklist levels the field.
What's inside
An ERP demo is a controlled environment. The vendor picks the data, the workflow, and the pace. This checklist exists to take some of that control back.
Print it, bring it to every demo, and ask the same questions of every vendor. The goal is not to catch anyone out. It is to make three very different pitches comparable on paper.
- 1
The team
Who on your team has implemented for a company my size, in my industry? Ask for names, not company credentials.
- 2
Job costing, live on screen
Show me a job with committed costs from POs and subcontracts, not just actuals.
- 3
Billing and retainage
Show me a progress bill with retainage held, in both directions: held on you, and held by you on subs.
- 4
The implementation
Walk me through your phase plan: discovery, design, build, training. Vague answers here predict vague projects.
- 5
Month seven and beyond
Who answers the phone when something breaks at month-end?
Keep exploring Construction.
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