Compare implementation companies before you decide

Whether you are comparing certified ERPNext implementers, a certified provider with a non-certified one, or ERPNext with other systems: rate every candidate on the same criteria, then print a clear report for your management.

13 criteria: the system itself and its implementer
Weights set by your own priorities
Print-ready report, or save it as PDF

Start the evaluation How does the compass work?

1Your company
2Candidates
3Priorities
4Rating
5Result

How does the compass work?

13 criteria for the system and its implementer

Set the importance of each criterion. Criteria marked “critical” turn into project risks when they are weak.

The system itself

Coverage of your company's needsDoes the system cover your core operations, such as accounting, stock, sales, purchasing and manufacturing, without heavy development?
Licensing modelAre there per-user or per-module license fees, and how will they change as you add users?
Data ownership and freedom to switchCriticalCan you export all your data and change the service provider or the host without losing data or customizations?
Local and tax requirementsCriticalDoes the system meet your country's rules, such as e-invoicing in Egypt or ZATCA in Saudi Arabia, and a full Arabic interface?
Hosting optionsCan you choose cloud hosting or your own servers, with regular backups?

The provider's credentials and experience

Official status with the software vendorCriticalIs the provider listed in the official partner directory of the system it implements, such as Frappe's directory for ERPNext, or the Microsoft, Odoo and SAP partner programs?
Experience in your industryHas the provider delivered projects similar to yours in size and industry, and can you verify them?
A certified, in-house teamWill in-house consultants and developers work on your project, or is the work outsourced to freelancers?

Method and clarity of the offer

A written implementation methodDoes the provider have clear phases (analysis, design, configuration, acceptance testing, go-live) with deliverables for each?
Data migration and team trainingDoes the offer cover migrating balances and master data, and training each team on its real work?
Clarity of the total cost of the offerIs the offer clearly scoped and priced, stating what it excludes and how later changes are priced?

After go-live

Support with a service level agreementCriticalAre there written response and resolution times for each level of issue severity?
Customization that does not block upgradesDoes the provider build customizations separately from the core, so upgrading to new versions stays possible?

Frequently asked questions

Is the compass biased towards Operion?

No. The criteria are general and apply to any service provider or system, and you set the scores and weights. If Operion is one of your candidates, we recommend rating it on the same criteria.

Is my data saved or sent to you?

No. Your data stays in your browser, and the evaluation is only sent to Operion if you request a consultation and press send.

How do I check that a provider is certified by Frappe?

Look up its name in the partner directory at frappe.io/partners. A certified provider has an official page there.

Can I compare ERPNext with other systems, or several companies per system?

Yes. And if you have already decided on the system, choose “Yes, the system is decided” to compare implementing companies only. For each candidate you enter the implementing company and the system it will implement. You rate each system once and each company separately, and the compass shows the company ranking and the system comparison together.

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