Is your ERP evaluation taking much longer than you expected? Are endless demos, meetings and internal discussions making it harder, not easier, to choose the right ERP?
If so, you're not alone. Many businesses begin evaluating ERP software because their current systems are creating inefficiencies, limiting growth or making day-to-day operations more difficult. And when your ERP evaluation is dragging on longer than expected, the longer your business has to work around those same problems.
After helping businesses evaluate ERP software for 20+ years, I've seen the same issues delay good buying decisions time and time again. Some of those delays are avoidable with better planning. Others are a sign that your business needs to pause before making a long-term investment. Knowing the difference can save you months of wasted effort and help you avoid an expensive mistake.
In this article, I'll walk through the most common reasons ERP evaluations slow down, when it's worth pressing pause and what successful buyers do differently to keep their evaluation moving with confidence.
A slow ERP evaluation isn't always a bad thing
If your ERP evaluation feels like it's taking longer than expected, don't assume something has gone wrong. For most businesses, a serious ERP evaluation takes six weeks to two months. That's enough time to understand your requirements, evaluate your options and make a confident decision.
Some delays are simply part of a thorough evaluation. Others are signs that your buying process has lost momentum and needs attention.
Taking the time to evaluate ERP properly is important. But if your evaluation stretches on without making meaningful progress, there's a cost to waiting.
The most obvious cost is continuing to work with a system that no longer supports your business. Every extra month often means more manual processes, workarounds and time spent chasing information that should be readily available.
There's also a cost to the evaluation itself. An ERP project involves people from across your business, including leadership, finance, operations and IT. Every meeting, workshop and software demonstration requires time from people who already have full-time responsibilities. The longer an evaluation drags on, the more expensive that process becomes.
These inefficiencies also make it hard to deliver great customer experiences, which exposes your current customers to competitors, while also making it harder to compete for new ones.
That's why it's important to keep your evaluation moving with purpose.
A well-planned buying process gives your team enough time to make an informed decision without letting unnecessary delays increase the cost of both your evaluation and your existing system.
Most ERP evaluations don't lose momentum because of issues within the buying process, many of which can be identified and addressed early.
Here are the six most common reasons I've seen ERP evaluations take longer than expected, along with practical advice to help you avoid the same roadblocks.
An ERP evaluation should start with an honest assessment of whether your business is ready to move forward.
ERP projects require time, attention and commitment from people across your business. Before you begin, ask yourself:
These questions aren't meant to stop your evaluation. They're meant to help you set realistic expectations.
If competing priorities or limited capacity are likely to slow your progress, recognize that upfront and plan your ERP evaluation around those realities.
You don't need executive sponsorship to start learning about ERP.
Researching solutions, getting budgetary pricing and building a business case are all worthwhile steps if you're trying to determine whether ERP is the right fit for your business. The best ERP partners are often willing to help you understand your options and help you build a business case.
Once your evaluation becomes a serious buying initiative, however, executive sponsorship is essential.
Your executive sponsor doesn't need to attend every meeting or software demo, but they should understand the business case, support the investment and have the authority to move the project forward if you find the right solution.
Without that commitment, it's easy for an ERP evaluation to lose momentum or stall when it's time to make a decision.
Before you start evaluating ERP software, you should have a realistic budget in mind. It doesn't need to be exact, but it should reflect what your business is prepared to invest.
Most ERP partners can provide ballpark pricing early in the process, helping you decide whether it makes sense to continue evaluating a particular solution.
Budget discussions should also continue throughout the evaluation. As your requirements become clearer, your scope may change with additional users, modules or functionality. Revisiting your budget along the way helps ensure there are no surprises when it's time to make a decision.
Remaining aware of your budget throughout the evaluation helps ensure your investment expectations stay aligned with the solutions you’re considering.
Evaluating more ERP systems doesn't necessarily lead to a better decision. In fact, it often makes the process longer and more expensive. Every additional solution requires more meetings, more demos and more time from the people responsible for making the decision.
Once you've identified a handful of viable options, narrow your shortlist to two or three solutions for a deeper evaluation. That gives you enough perspective to compare your options without stretching your internal resources unnecessarily.
The more ERP solutions you evaluate, the more time your team spends in meetings instead of running the business. Focusing on a smaller shortlist helps you make meaningful comparisons and keep your evaluation moving forward.
A software demo is your opportunity to see how an ERP solution supports your business, not just its features.
The most valuable ERP demos are tailored to your processes and encourage discussion along the way. They should feel like a workshop and a presentation, giving you the chance to ask questions, explore real scenarios and understand how the software would work in your day-to-day operations.
Giving the demo process enough time upfront can help you make a more informed decision and avoid revisiting the same questions later in your evaluation.
Budget constraints can make it tempting to look for a less expensive solution that addresses some of today's problems without the investment of a full ERP system.
I've seen businesses take that path because they felt ERP was out of reach. Instead, they implemented software that solved a small portion of their challenges, hoping it would buy them a few more years.
A couple of years later, they found themselves right back where they started. The business had grown, the software could no longer support their needs and they began evaluating ERP all over again. The time and money spent implementing the interim solution had been lost and their staff was incredibly frustrated.
That's why I'd rather see a business continue working with its current system until it's ready to invest in the right solution. Implementing software that you're planning to replace in a few years rarely saves money. More often, it delays the inevitable and creates another implementation project you'll soon have to leave behind.
When it comes to ERP, the right long-term investment is often less expensive than a short-term fix.
While many delays can be avoided, there are times when pressing pause is the right decision.
Consider pausing your ERP evaluation if:
There's nothing wrong with delaying your ERP evaluation if your business isn't in the right position to move forward. A strategic pause can help you make a better long-term decision than pushing ahead before you're ready.
In my experience, businesses that have productive ERP evaluations typically:
A successful ERP evaluation isn't about getting to the finish line as quickly as possible. It's about making a well-informed decision that supports your business for years to come.
Now that you understand the most common reasons ERP evaluations lose momentum, you're in a much better position to recognize potential roadblocks before they derail your project. The most successful ERP buyers don't necessarily move the fastest—they move with clear priorities, executive alignment and a structured evaluation process.
Whether you're just beginning your search or narrowing your shortlist, the guidance from this article will help your team spend less time second-guessing decisions and more time finding an ERP solution that will grow with your business.
Have questions about your ERP evaluation?
Our team has helped businesses evaluate and implement ERP solutions for over 20 years, and we're happy to provide honest, objective guidance so you can make the right decision for your business—whether that's with ProjectLine or not.