ERP selection basics
You will be able to: Run a fair selection with weighted criteria and scripted demos; Estimate five-year total cost, not just licence price; Advise a client honestly about fit.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Many clients ask for help choosing before they have decided anything. Your job is to make the choice rational, not to win it. A selection has five steps.
- Write down why: the three problems that justify spending money.
- List requirements and weight them. Keep the list short and testable.
- Shortlist two or three products. More than that wastes time.
- Run scripted demos: the client's own scenarios, not the vendor's favourite ones.
- Compare weighted scores and five-year cost, then check references.
A weighted scorecard
Give each criterion a weight, score each product from 1 to 5, multiply and divide the total by 5 to get points out of 100.
| Criterion | Weight | Product A (score) | Product B (score) |
|---|---|---|---|
| Fit to core processes | 30 | 4 | 5 |
| UAE VAT and local compliance | 20 | 5 | 3 |
| Ease of use and training | 15 | 3 | 4 |
| Deployment fit | 10 | 4 | 3 |
| Partner and vendor support | 15 | 3 | 4 |
| Five-year cost | 10 | 4 | 2 |
Product A: (30x4 + 20x5 + 15x3 + 10x4 + 15x3 + 10x4) / 5 = 390 / 5 = 78 points. Product B: (150 + 60 + 60 + 30 + 60 + 20) / 5 = 380 / 5 = 76 points. A two-point gap is noise. Do not announce a winner; run another scripted demo on the criteria where they differ.
Total cost over five years
What to say about Zeyto
- Prices are published in AED and exclusive of VAT; the pricing page states a flat licence with no per-transaction fees.
- A seat is a named user who can sign in; POS terminals and the mobile app are counted per plan.
- A client can open the hosted demo with no install and request a trial licence through a free My Zeyto account.
Practise in the demo
- Pick three criteria important to a business you know and weight them to 100.
- Run one of the client's scenarios in the demo: create a customer, raise an invoice and view the Posting Trail.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Select with weighted criteria, scripted demos and five-year cost.
- Small score gaps mean you need more evidence, not a winner.
- Be honest about fit and never name competitors.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.