ERP requirements template — the version worth handing to your SI
A printable intake worksheet for capturing requirements before a system integrator scopes your build. Fill it out first — a vendor’s own questionnaire will always be shaped to fit their product.
REQUIREMENTS TEMPLATE · WORKING DOCUMENT
ERP requirements template
— the version worth
handing to your SI.
A printable intake worksheet for capturing requirements before a system integrator scopes your
build. Fill it out first — a vendor’s own questionnaire will always be shaped to fit their product.
PREPARED BY
ORPINGTON ADVISORY
SECTIONS
6
01
Programme Basics
Company / entity name
Target go-live date
Current system(s) being replaced
Named executive sponsor
Number of entities / locations in scope
Approximate user count
02
Business Objectives
RANK YOUR TOP THREE
1
2
3
03
Functional Requirements by Module
MODULE
MUST-HAVE CAPABILITY
NICE-TO-HAVE CAPABILITY
e.g. Finance & GL
Multi-entity consolidation
Automated intercompany elimination
Continue module rows on a second sheet if needed.
Must-have
means the programme does not go live without it — everything else is a nice-to-
have, and every nice-to-have you mark as must-have raises your build cost and your risk of missing the date.
ORPINGTON
ERP STEWARDSHIP, END TO END
REQUIREMENTS TEMPLATE
Orpington Technologies Inc. · Saskatchewan, Canada ·
info@orpingtontech.com
·
https://www.orpingtontech.com/
PAGE
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04
Technical & Compliance Requirements
Required integrations (list all)
Data volume / transaction volume expectations
Regulatory / compliance requirements (jurisdictions, industry rules)
05
Non-Negotiables
WALK-AWAY CONDITIONS
1
2
3
06
Internal Sign-Off
ALL THREE REQUIRED
EXECUTIVE SPONSOR — SIGNATURE & DATE
FINANCE LEAD — SIGNATURE & DATE
IT LEAD — SIGNATURE & DATE
Three signatures, not one. If finance and IT haven’t both signed the requirements, the scope you hand your integrator is
one person’s understanding of the business — and every gap discovered later is billable.
Requirements captured. Scope the build with confidence.
Sign-off here is the input. The Confidence Score, later, checks whether what actually
got built matches what was signed off.
GET YOUR
SCORE
orpingtontech.com/free-diagnostic
ORPINGTON
ERP STEWARDSHIP, END TO END
REQUIREMENTS TEMPLATE
Orpington Technologies Inc. · Saskatchewan, Canada ·
info@orpingtontech.com
·
https://www.orpingtontech.com/
PAGE
2
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