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Decision Matrix — ERP Replacement Shortlist

Four ERP routes scored by a selection panel in three weighted groups — capability, delivery and commercial — with time to go-live and five-year cost measured rather than scored. The £2.4m TCO cap knocks out the tier-1 suite despite its 3.47; the cloud mid-market option ranks first at 3.80 of 5, 0.38 ahead of the industry specialist, and keeps the lead unless production planning's weight rises from 15.8% to 29.2%. Illustrative values.

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Template previewDecision matrix (weighted / Pugh)
ERP replacement — shortlist evaluationERP replacement — shortlist evaluationPanel consensus after scripted demos and reference calls · 1 = poor, 5 = excellentWeighted scoringScale 1–58 criteria4 options3 groupsBaseline: Extend current ERPCRITERIONWEIGHTTier-1 suiteglobal vendor,private cloudEXCLUDEDCloudmid-marketmulti-tenant SaaSRECOMMENDEDIndustryspecialistmanufacturing-fo…Extend currentERPupgrade plusbolt-onsBASELINECAPABILITY45%4.753.904.102.00Fit to scripted demo scenarios18%40% of group5+4+4+2Production planning (MRP / APS)15.8%35% of group5+3+5+2Reporting & analytics11.3%25% of group4+5+3+2DELIVERY25%2.703.972.833.90Time to go-livemeasured, months · lower is better12.5%50% of group18 monthsscore 1−11 monthsscore 3.3−13 monthsscore 2.7−6 monthsscore 5Integration & APIs7.5%30% of group4+5+3+2UK partner ecosystem5%20% of group5+43−4COMMERCIAL30%2.203.522.914.405-year total cost of ownershipmeasured, £k · lower is better · must ≤£2,400k21%70% of group£2,650kscore 1−£1,780kscore 3.3−£1,950kscore 2.9−£1,150kscore 5Vendor viability9%30% of group5+4+33Weighted scoreΣ weight × score, of 53.4769.5% of max3.8076.1% of max3.4368.5% of max3.2063.9% of maxvs baselinechange in weighted score+0.286 better · 2 worse+0.615 better · 2 worse+0.234 better · 3 worsebaselineRankhighest score firstexcluded1st2nd3rdWeighted totalsEach bar is split into its criteria's weighted contributions (colours match the dots in the table); ranked best first.012345Cloud mid-market3.8076.1%Industry specialist3.4368.5%Extend current ERP3.2063.9%Tier-1 suite3.4769.5%excluded — fails a must-havebaselineFINDINGS & SENSITIVITYMODERATECloud mid-market ranks first at 3.80 of 5 (76.1%), 0.38 ahead of Industry specialist.Sensitivity (moderate): Industry specialist draws level with Cloud mid-market if the weight on “Production planning (MRP / APS)” risesfrom 15.8% to 29.2% (+13.4 points), the other weights rescaled in proportion — the smallest single-weight change that changes thewinner.No single score change within the 1–5 scale lets another option draw level with Cloud mid-market.Against the baseline “Extend current ERP”: Cloud mid-market adds 0.61 points, better on 5 criteria and worse on 2 criteria.Tier-1 suite is excluded — it fails a must-have (“5-year total cost of ownership” is £2,650k, must be ≤ £2,400k), so its total of 3.47 isnot ranked.Illustrative scores and costs for a fictional 600-person discrete manufacturer.

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title "ERP replacement — shortlist evaluation"
subtitle "Panel consensus after scripted demos and reference calls · 1 = poor, 5 = excellent"
scale 1-5
baseline "Extend current ERP"
note "Illustrative scores and costs for a fictional 600-person discrete manufacturer."

option "Tier-1 suite" "global vendor, private cloud"
option "Cloud mid-market" "multi-tenant SaaS"
option "Industry specialist" "manufacturing-focused"
option "Extend current ERP" "upgrade plus bolt-ons"

group "Capability" weight 45%
  "Fit to scripted demo scenarios"   weight 40 : 5 4 4 2
  "Production planning (MRP / APS)"  weight 35 : 5 3 5 2
  "Reporting & analytics"            weight 25 : 4 5 3 2

group "Delivery" weight 25%
  "Time to go-live" weight 50 unit "months" lower : 18 11 13 6
  "Integration & APIs"      weight 30 : 4 5 3 2
  "UK partner ecosystem"    weight 20 : 5 4 3 4

group "Commercial" weight 30%
  # The board capped five-year TCO at £2.4m — a knock-out, not a weight.
  "5-year total cost of ownership" weight 70 unit "£k" lower must <= 2,400 : 2,650 1,780 1,950 1,150
  "Vendor viability"               weight 30 : 5 4 3 3