Worksheet

Partner evaluation sheet

Questions run down the side. Partners run across the top. Rows cover scope document, exclusions, change request price, migration owner, sample load, customisation list, source code ownership, training format, go live support hours, annual support price and named contacts. Each cell stores a score. Quote the partner’s exact words.

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 “Questions to ask an ERP implementation partner before signing”, www.gullysystem.com/blog/questions-to-ask-an-erp-implementation-partner-before-signing