Please fill all required fields
Instructions
CRM
PLM-Engineering
Inventory-WMS
CTO-ETO
Manufacturing
Order Entry
Service-Warranty
Financial
Sheet13
Sheet14
Instructions will go on this sheet.
Press a tab above to continue . . . .
CRITICAL & UNIQUE
Requirements
A requirement describes functionality you expect to find in an ERP software application.
Requirements come in two
flavors: typical and "Critical & Unique".
Typical requirements are what ERP vendors see all the time.
Some examples of typical requirements include:
- The general ledger must suppot double entry accounting (debits, credits) with a complete audit trail.
- The accounts payable module must be able to generate checks based on a preset calendar or on demand.
- Inventory must maintain a master list of products that we manufacture or stock to support the manufacturing process.
Try to avoide "typical" requirements.
Software vendors have seen them 1,000's of times and their software has
addressed those requirements since 1989.
We suggest you focus your requirements on those which are CRITICAL & UNIQUE.
What do those terms mean?
CRITICAL
- this is application functionality that the application MUST have.
If it does NOT have this funcationality,
the application will be eliminated from further consideration OR the software will have to be customized to address it.
UNIQUE
- you believe, based on your knowledge of your industry or related industries, that this requirement is unique to
your business.
Here are some examples of Critical and Unique requirements:
Process:
CRM
Line
Number
Sub-
Process
Requirement
Critical
Unique
Comments
1
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
2
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
3
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
4
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
5
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
6
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
7
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
8
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
9
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
10
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
11
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
12
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
13
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
14
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
15
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
16
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
17
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
18
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
19
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
20
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
21
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
22
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
23
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
24
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
25
Marketing
Contact Mgmt
Activity Mgmt
Opportunity Mgmt
Quotes
Reporting
Process:
PLM / Engineering
Line
Number
Sub-
Process
Requirement
Critical
Unique
Comments
1
Drawings
ECO Mgmt
Routings
BOM
2
Drawings
ECO Mgmt
Routings
BOM
3
Drawings
ECO Mgmt
Routings
BOM
4
Drawings
ECO Mgmt
Routings
BOM
5
Drawings
ECO Mgmt
Routings
BOM
6
Drawings
ECO Mgmt
Routings
BOM
7
Drawings
ECO Mgmt
Routings
BOM
8
Drawings
ECO Mgmt
Routings
BOM
9
Drawings
ECO Mgmt
Routings
BOM
10
Drawings
ECO Mgmt
Routings
BOM
11
Drawings
ECO Mgmt
Routings
BOM
12
Drawings
ECO Mgmt
Routings
BOM
13
Drawings
ECO Mgmt
Routings
BOM
14
Drawings
ECO Mgmt
Routings
BOM
15
Drawings
ECO Mgmt
Routings
BOM
16
Drawings
ECO Mgmt
Routings
BOM
17
Drawings
ECO Mgmt
Routings
BOM
18
Drawings
ECO Mgmt
Routings
BOM
19
Drawings
ECO Mgmt
Routings
BOM
20
Drawings
ECO Mgmt
Routings
BOM
21
Drawings
ECO Mgmt
Routings
BOM
22
Drawings
ECO Mgmt
Routings
BOM
23
Drawings
ECO Mgmt
Routings
BOM
24
Drawings
ECO Mgmt
Routings
BOM
25
Drawings
ECO Mgmt
Routings
BOM
©2012 Counsel Funding | All rights reserved
The browser does not support JavaScript. The calculations created using
SpreadsheetConverter
will not work. Please access the web page using another browser.