OptiFi Technologies
IT Consulting

What to ask before signing an ERP proposal

The checklist we would want a client to use on us. Most of these questions are uncomfortable to answer, which is why they are worth asking.

·2 min read

ERP proposals are easy to compare on price and hard to compare on substance, which is how a cheaper quote becomes a more expensive project. These are the questions that surface the difference.

About the people

Who will actually do this work, by name? A capability statement about the firm is not an answer. The consultants who scoped your project and the consultants who deliver it should be the same people, and if they are not, ask why.

What happens if that person leaves mid-project? Every provider loses staff; the ones worth engaging have thought about it.

About the scope

  • What is explicitly out of scope? The second list prevents most disputes, and a proposal without one is not finished
  • Who cleans the data, and is that time in the price? This is the largest variable in any implementation
  • How many training sessions, for how many people, and what does an extra one cost?
  • Is UAE VAT configuration in scope — designated zones, reverse charge, place of supply? Is WPS output? Is gratuity accrual?

That last one matters disproportionately here. A proposal silent on the UAE compliance layer has been priced for a generic implementation, and the difference reappears as change requests.

About what happens when things change

How are change requests priced and approved? Agreed at the start this is a conversation; raised mid-project without a process it is a dispute. Ask for the mechanism, not a reassurance that changes are rarely needed.

About the exit

Two questions almost nobody asks, both best asked while you still have leverage.

Who owns your data, and how would you extract it in a usable format if the relationship ended? A straightforward answer says a great deal about a provider. Hesitation says more.

And what does support cost after go-live, for how long is that rate fixed? The implementation fee is the smaller number over five years, and it is the one everybody negotiates.

The question that reveals most

"When would you tell us not to buy this?" A provider who cannot name a situation where their product is the wrong answer either has not thought about it or is not going to tell you.

We put fixed scope, fixed price, named consultants and a date in writing before work starts, and we do say when the answer is to change nothing this year. ERP solutions for UAE businesses covers how we scope, and what ERP implementation costs in the UAE covers the variables behind the number. The same questions apply to a cloud migration or a support contract — IT consulting in Dubai covers reviewing proposals you have already received.

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