A Complete ERP Requirements Checklist (With Template)
TechTarget, Wednesday, June 10th, 2026
A guide to building an ERP requirements checklist that drives selection, vendor evaluation, budgeting, and timelines.
The article explains why a requirements checklist is foundational to ERP planning, shaping vendor identification, team structure, budget, and project timelines across departments.
Building one well requires identifying affected stakeholders, setting realistic feedback windows, and giving contributors clear instructions and templates.
The checklist should cover a project overview, current-system description, nonfunctional requirements (reporting, globalization, access permissions, automation, AI, technical integration), and functional requirements across finance, warehouse, manufacturing, CRM, asset management, and HR.
Rating scales let evaluators score system compliance with space for comments, supporting informed decisions, employee education, requirement prioritization, and ROI measurement.