ERP Software Selection

How do I choose the right ERP system, and get started?

Struggling with an outdated, manual and disjointed system?

Outgrown your existing IT technology?

Your organization has outgrown but still depends on Excel sheets. It can fail anytime under a sudden surge in
transactions, requests, or demands from your customers and vendors.

How to get started with ERP selection?

We kickoff our consultation with a discovery session(s), understanding your needs. The session(s) will uncover your business processes, challenges, and success criteria for an ERP system. That knowledge will help us prepare a winning solution strategy and estimates for you.
Once we have your approval to move forward, we will put that strategy to execution. We develop a solid plan to move ahead. We drill down to capture requirements for all business areas, such as finance, sales and marketing, procurement, order management, warehouse, etc. We will review that together to your satisfaction.
Once we have a requirements' matrix from Step 2, we will compare a few ERP systems that will best address your needs. The selection criteria will be based on the demos, and scores given for requirement. This will give you 360 degree visibility before selecting the right ERP system for you. NO MORE guessing!
After comparing multiple options, we together shortlist a winning ERP solution. Thereafter, we conduct a GAP analysis to ensure that this ERP solution is scalable for your needs and require minimum customizations.

What results you can expect?

Case studies and testimonials



"Creating a solution that accomplishes our business goals is not an easy task. That is why I enjoyed working with the Captivix team; they were true partners and helped guide us to the best solution."-



“Engaged Captivix for ERP Selection that could fix our current outgrowing system and ERP challenges, Ecommerce and Integration. The journey has been exceptionally well! Now we have aligned systems and integrations. Spot on.”

What Our Clients Says About Us?

We are confident that you will share the same sentiment that our customers already shared.....

Creating a solution that accomplishes our business goals is not an easy task. No one knows our business better than us, but I do not know what applications or software solutions would best solve my problems. That is why I enjoyed working with the Captivix team; they were true partners and helped guide us to the best solution.

-Leo Chen

Captivix always exemplified the highest level of professionalism. As a nontech person, I do not always know the best path. They have been instrumental in helping me find the best path forward that suits my needs.

-Dan Taneja

Captivix worked on vital enterprise-wide web and IT Content management initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.

-Rodne Mcgee

Our Company operates in an industry where efficacy is measured by how we tackle hiccups and obstacles as much as avoid them. I would suggest that captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been and continues to be, one of collaborative effort.

-Kurt Schnakenberg

Our Guarantee!!

Since we have done this many many times, we can predict the results...
that's why our customers never leave us and continue to work with us and further refer us..

Frequently Asked Questions

General FAQ's

Here are seven steps to help you choose the right software for your organization:

1. Understand Why You Need an ERP System
2. Determine Your IT Strategy
3. Build an ERP Selection Team
4. Determine Your Business Requirements
5. Improve Your Business Processes
6. Determine a Data Management Strategy
7. Build a Long-list of ERP Systems
8. Build a Shortlist of ERP Systems
9. Schedule ERP Vendor Demos
10. Conduct a Business Readiness Assessment
11. Negotiate With ERP Vendors
12. Pause Before ERP Implementation.

Yes, we can do it for you. Making the right choice may seem daunting. But it doesn’t have to be. If you need help developing a list of requirements, find a vendor that knows your industry and market and has customers similar to your business. Once you have a list of requirements, you can then gather responses and start the comparison process.

To help you select the right ERP solutions for your business and business needs, Captivix offers a preliminary assessment and modelled blueprint of your business.

The blueprint will be based on evaluating your current and future strategic objectives, current business processes, IT maturity of your organization, people, and roles involved in ERP and your information needs.

Contact us to learn more.

The answer of course is – it depends. The requirements of process and discrete manufacturing are different. A small business needs different functionality than a complex, multinational operation. Your industry may have specific compliance demands. And then you need to consider general IT issues such as ease of use, total cost of ownership, vendor stability, technology flexibility and ease of implementation. It is important to ask your proposed vendor these questions to ensure they address your unique requirements.

ERP Selection can bring some selection challenges. It can start right from which ERP to choose and ending up with migration process or ERP implementation. This entire Selection challenges will be accompanied by few risks involved like data security, customization challenges and cost of failures if any. 

When in the process of ERP Selection, you should specifically make note of these:

  1. What functions and features will support your business operations? 
  2. What experience does your ERP provider have, similar to an industry like yours? 
  3. Identify the kind of support you will be needing during ERP Selection process.
  4. Understand what kind of integration you will be needed to connect your disjoined system that needs to sync and work at peak and low surge demand times. 
  5. Your overall customization needs.

There can be tons of mistakes that businesses do while in ERP Selection process. Out of all, some blunders are,  having too many stakeholders in the process. This creates confusion and delays the selection process. Juggling with too many ERP vendors and watching their demos. It leads to creating the differentiation problems and, finally, not having key peoples in the decision-making process. Take to us, and we shall help you in a smooth ERP Selection process with zero confusions. 

Industrial FAQ's

The retail business works in real time. All the process and vendor management needs update as soon as a transaction comes under process. Too many manual requests can create delays, leading to bad impact on the overall supply chain process. 

The overall process can be streamlined using the perfect ERP Software that matches the retail business needs. The ERP Selection process will help you shortlist a few of the best ERP for retail industry that can be chosen for implementation. Some commonly used ERP in retail are MS Dynamics, Salesforce etc. Talk to us and we will help you in deciding the right retail ERP software for your business.  

If you are trying to search an answer of this over the internet, then you will find a common answer. That is oracle cloud ERP. It has been commonly used by many wholesalers, but it is important to go under an ERP Selection process. This will take you into step process of identifying your business requirements and end up choose the one that matches your business. Randomly implementing something that needs change management can take your business to failure. Talk to us and we will welcome you for a discovery call on identifying your processes for ERP Selection. 

Import and export businesses needs a lot of integration with their existing inventory and logistic systems. The overall integration creates a complete supply chain of the business. Any disconnect leads to broken system.

To prevent this mishap, ERP Selection should be the first priority when choosing the ERP Software. There is no “One system that fits all” kind of solution for import and export business. 

Once you undergo the ERP selection process, your business requirements will be matched with all the existing ERP software that supports the import and export business. In the end of selection process, you will get the best fit ERP Software for your import and export business. 

ERP Selection is challenging?
Talk to us and make it easy.

Captivix has the expertise for successfully transforming your business. Don’t wait, contact us today to learn more.