Worksheet

Dealer portal build or buy worksheet

This sheet has three blocks. The first lists portal screens down the left (price list, statement, order entry, claims, schemes) with columns for must-have, nice-to-have and vendor A, vendor B or build. The second holds the ERP sync questions. The third scores onboarding, support and pilot terms from one to five, with a running total beneath for each option under review.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Dealer or distributor portal: what to ask before you build or buy”, www.gullysystem.com/blog/dealer-or-distributor-portal-what-to-ask-before-you-build-or-buy