MIZWALA ADVISORS
PRINTABLE WORKSHEET · 4 NOVEMBER 2026
Before you buy an ERP: write the finance brief first
Complete this sheet with your own verified information. Calculations are manual. Use your browser’s Print command to save a PDF or print; entries are not submitted or automatically saved.
Business outcome, owner and current pain
Entities, currencies, locations and transaction scope
Mandatory requirements and local specialist checks
Demonstration scenario and pass/fail evidence
Master data, migration and reconciliation plan
Roles, approvals, integrations and exceptions
36-month cost boundary, assumptions and quote dates
Testing, training, cutover, rollback and support
Open issues, decision authority and acceptance date
Reference example — fictional
| Cost boundary | Option A / Option B |
|---|---|
| Subscriptions: monthly × 36 | 21,600 / 16,200 |
| Implementation | 15,000 / 22,000 |
| Migration and training | 4,000 / 6,000 |
| Interfaces/support: monthly × 36 | 7,200 / 10,800 |
| Estimated internal project effort | 6,000 / 4,000 |
| Total of listed items | 53,800 / 59,000 |
A: 600×36 + 15,000 + 4,000 + 200×36 + 6,000 = 53,800. B: 450×36 + 22,000 + 6,000 + 300×36 + 4,000 = 59,000. Invented costs, not quotations.