Choosing the right ERP for your building materials business is a big decision — and not one you want to regret later. ERP buyer’s remorse usually kicks in when the system doesn’t deliver on promises, is too complex, or doesn’t align with your actual workflows. The key to avoiding this? A well-structured demo checklist.
Here’s a practical demo evaluation checklist to help you stay focused on what really matters during your ERP vendor demos:
✅ 1. Industry-Specific Functionality
Does the ERP support core processes like inventory control, dispatch, batching, delivery tracking, and returns?
Can it handle unit conversions (e.g., cubic meters to tons)?
Does it support job site deliveries and multi-location inventory?
✅ 2. Ease of Use
Is the interface intuitive for all levels of staff?
Can your sales reps, warehouse team, and accounts easily navigate it?
Are mobile and tablet views available for on-site use?
✅ 3. Real-Time Data & Reporting
Can you get real-time visibility into stock levels, order status, and deliveries?
Are reports customizable and exportable?
Does it support dashboards for different departments?
✅ 4. Integration & Compatibility
Does it integrate with your current accounting software, CRM, or eCommerce platform?
Is there an API or marketplace for future integrations?
✅ 5. Order-to-Cash Process
How well does it manage quoting, sales orders, dispatch, invoicing, and payments?
Can it handle complex pricing models like volume-based or project-based pricing?
✅ 6. Customer & Vendor Management
Can you track credit limits, order history, and communication logs?
Does it offer a self-service portal for customers or vendors?
✅ 7. Support & Training
What level of implementation support is included?
Are there training resources, user manuals, and onboarding assistance?
✅ 8. Scalability & Customization
Can the ERP grow with your business — adding branches, products, or workflows?
Are custom fields and workflows easy to set up without coding?
✅ 9. User Feedback & Case Studies
Can the vendor provide case studies from similar building materials businesses?
Are there client references you can speak to?
✅ 10. Total Cost of Ownership
What’s included in the quoted price (licenses, hosting, support)?
Are there hidden costs (customization, upgrades, user limits)?
Final Tip:
Record the demos, involve key team members, and score each vendor against this checklist. This helps you make an informed, unbiased decision — and most importantly, avoid ERP buyer’s remorse.
