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Sale!This spreadsheet creates high-level project Gantt chart based on an estimated resource load by resource type. It replaces a heavy-handed tool like Microsoft Project especially when used during the sales process and specific, named resources are not yet known. The data currently shown in this template is based on the Implementation of Microsoft D365 (both CE and F&O). It includes all the high-level steps to deploy complete D365 functionality, including the development of a mobile application.
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Sale!When purchasing a new business application, it is important to calculate the expected Return on Investment (ROI). This model provides the basis for calculating the expected return on investing in a new ERP application for a distribution company.
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Sale!A standard list of relevent questions to spark discussion with business application vendor provided references. Reference checking is a critical step in the decision to purchase new software.
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Sale!This is a list of EVERY process area in a typical manufacturing and/or distribution company. It helps ensure that ALL process areas have been considered and reviewed prior to making the decision to purchase or implement a new business application (e.g., ERP, CRM, WMS, PLM, etc.)
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Sale!A useful template for business owners to understand how a buyer will perform due diligence. It is especially helpful in identifiying areas of the business that may decrease valuation relative to the initial indicated interest value. Remember, the goal of every buyer is the decrease the purchase price. Their justification for doing that is the "due diligence process".
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Sale!This is a blank requirements list template. It is useful during software selection and implementation projects to ensure requirements are gathered in EVERY process area necessary.
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Sale!Useful for business application requirements analysis and implementation projects. This template summarizes and quantifies the "gaps" between expected operation compared to "out-of-box" funcationality. It is especially useful for executive review of projects and during status updates with business process owners.
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Sale!This template can be used by any professional adivising This template compiles the results of the auction process during the initial marketing of a business for sale. It is useful for investment bankers, attorneys and CPAs to show the business owner (seller), in summary, the kinds of buyers interested in purchasing the business and the terms of each deal.
