ERP proposal review

See what the proposal leaves out before you sign.

An independent, line-by-line read of the ERP proposal on your desk: what is included, what is assumed, what it will really cost over the contract, and what to push back on. No software to sell, no referral fees.

Fee
Fixed
What we read
Proposal, scope and pricing
Best time
Before you sign
Coverage
Canada and the US
Software to sell
None

Sound familiar?

  • A proposal is on your desk and the signing date is close
  • The price looks clear, but you are not sure what it leaves out
  • The scope is full of assumptions nobody on your team wrote
  • You have two or three proposals that are hard to compare side by side

How we help, in three steps.

01

Send us what you have

The proposal, the statement of work and the pricing, plus a short call on what the business needs the new system to do.

02

We read it line by line

We check the scope against how your business really works, list every assumption and exclusion, and work out the total cost over the life of the contract.

03

Walk through it together

In a working session we take you through what we found, the questions to send back, and the points worth negotiating. The written review is yours to keep.

What you get

The real total cost

Licences, implementation, data migration, training and support, over the full contract, not just the first year.

Gaps and assumptions in writing

Every exclusion and assumption that could come back later as a change order.

Questions and negotiation points

What to ask the software company, and where there is room to push, before you sign.

Client story: a project that had failed three times, moving again.Read →

Questions

Is this a legal review of the contract?

No. We review the business and technical side: scope, assumptions, pricing and what the system will really cost. The legal terms belong with your lawyer, and we are happy to work alongside them.

Can you compare more than one proposal?

Yes. If you have two or three, we put them on the same footing so you can compare like with like.

Do you recommend one software company over another?

No. We sell no software and take no referral fees. We show you what each proposal commits to, and the decision stays yours.

What does it cost?

A fixed fee, agreed on the first call once we know what you have on your desk.

For your team, the detail:How to Read a Vendor Proposal Like a Buyer, Not a ProspectYour Vendor Proposal Only Covers 30% of the Transformation. What About the Other 70%?

Next step

Have a proposal on your desk?

A 45-minute call with an advisor. No pitch. Tell us what you are about to sign, and we will tell you whether a review is worth it.

Pick a time

Or call +1 365-773-2006

Reply within one business day. Confidential, and never shared with software companies.