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Enterprise System Selection

CBIZ Technology helps you find systems that promote productivity and team satisfaction while protecting budgets and implementation timelines.

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For organizations evaluating enterprise systems or enterprise resource planning (ERP) platforms, the right selection process can help reduce the risk of costly mismatches, prolonged evaluation cycles, and post-selection regret. With CBIZ Technology as your objective advisor, you can more easily define requirements, compare platforms, evaluate implementation partners, and negotiate vendor contracts.

We are focused on finding the best-fit solution for your needs. We work closely with CFOs, CIOs, and executive decision-makers who are unhappy with current evaluation approaches or who are just starting the evaluation process.

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Strategic Technology Solutions for Lasting Success

Services Offered

CBIZ Technology is the objective advisor who supports you through the entire selection lifecycle.

Requirements & Selection

We define and prioritize business and technical requirements so you can focus on relevant vendors.

Demos & Vendor Evaluation

We help identify and evaluate vendors, facilitate demos, and support your goals around scalability, automation, and future innovation.

Contracts & Execution

Contract negotiation support and implementation partner selection limit your risk before committing.

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Why Us?

ERP vendor selection can be a seven- to 10-year, multimillion-dollar commitment, and CBIZ Technology helps you evaluate the decision with the following:

Structured processes: We assess your current state, gather requirements, and build a weighted requirements matrix to clarify what the right platform needs to support. From there, we develop a vendor list, support ERP RFP preparation, and validate fit through scripted demos, reference checks, and structured scoring.
Hidden cost transparency: As part of our process, we conduct a total cost of ownership (TCO) analysis, including hidden costs, to help prevent budget overruns.
Vendor-neutral guidance: Our ERP selection consulting is independent. We recommend implementation partners and software vendors based on our extensive knowledge. Our objective is to find solutions that match your needs.
Experienced professionals: Our team includes professionals who have supported enterprise system selection for a range of business functions, including eCommerce and sales, back office, financials, logistics, and more. We also have experience with many vendors, which allows us to seek a functional fit.

Frequently Asked Questions

Do you implement systems, or only help with selection?

We support both ERP selection and implementation. During selection, we help you evaluate platforms and implementation partners objectively. After you select an ERP, we can support training, change management, post-live support, optimization, and more.

What if we already have a vendor in mind?

Our ERP selection consultants can help at any stage, whether you have an early shortlist, a preferred vendor, a stalled evaluation, or concerns about cost, fit, or implementation complexity. Even if one ERP platform seems promising, we can help compare alternatives and identify cost or implementation risks that may not be visible during vendor-led demos.

What’s the difference between independent consultants and software vendors?

Independent consultants at CBIZ Technology focus on your requirements and are familiar with a range of ERP platforms, including NetSuite, Sage Intacct, Acumatica, and AI-native solutions such as Campfire and Rillet. We are also knowledgeable about related enterprise applications, including warehouse management systems (WMSs), transportation management systems (TMSs), customer relationship management (CRM), and human capital management (HCM).

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Pick the right system. Connect with us to review your needs with our ERP software selection consultants.

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Enterprise System Selection

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