Free Google Sheets Template

ERP Partner Evaluation Scorecard

Compare ERP implementation partners side-by-side with a structured, weighted scoring template built specifically for UAE and Gulf market conditions. 30+ criteria across 6 evaluation categories, so the right partner wins on substance, not on who gave the best demo.

Google Sheets, make a copy, use immediately
Compare up to 4 partners simultaneously
Weighted scoring, weighted totals calculated automatically
Opens as a Google Sheet, no software required

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30+ criteria across 6 evaluation categories

Each criterion is weighted by importance. You score each partner from 1–5. The sheet calculates weighted totals automatically, so the decision is driven by substance, not gut feel.

Category A

Technical Capability

  • Platform certifications and tier level
  • Number of completed implementations
  • In-house development capability
  • Integration experience (3PL, WMS, customs)
Category B

UAE & Gulf Localisation

  • UAE VAT implementation experience
  • Saudi ZATCA e-invoicing capability
  • Multi-currency GCC transaction handling
  • Arabic language support
Category C

Industry Experience

  • Relevant industry implementations in UAE
  • Quality of industry references provided
  • Demo quality (industry-specific data)
  • Understanding of your operational model
Category D

Proposal & Scope

  • Scope definition quality (line-item vs. phase)
  • Clarity of payment milestone structure
  • Data migration approach and responsibility
  • Change control mechanism and rates
Category E

Team & Project Management

  • Named project manager and availability
  • Consultant seniority and experience
  • Subcontracting approach and transparency
  • Communication and escalation process
Category F

Support & Commercial Terms

  • Post-go-live support structure and SLAs
  • Warranty period length and scope
  • Annual maintenance and upgrade approach
  • Termination provisions and exit rights

From download to decision in four steps

01

Make a copy

Open the Google Sheet and make your own copy. All your data stays in your Google Drive, we never see your scores.

02

Enter your partner names

Add up to 4 implementation partners across the column headers. Use it to compare partners you're actively evaluating.

03

Score each partner 1–5

Work through each criterion category. Score each partner based on what they've demonstrated in proposals, demos, and reference calls.

04

Read the weighted result

The sheet calculates weighted totals automatically and highlights the strongest performer per category and overall. Use the summary tab to brief your leadership team.

Built for Gulf market ERP decisions

Evaluation criteria Generic ERP templates ConsultLink Scorecard
UAE VAT and ZATCA e-invoicing assessment Not included ✓ Included, Gulf-specific
Weighted scoring (not all criteria equal) Flat scoring ✓ Weighted by category importance
Contract and proposal quality assessment Not included ✓ Dedicated category
Reference call guide (what to ask) Not included ✓ Included in Sheet 2
Leadership summary output tab Not included ✓ Ready-to-present summary
Compare up to 4 partners simultaneously Usually 2 ✓ 4 partners side-by-side

Get the scorecard, free, no strings attached.

If you're currently evaluating ERP partners in the UAE, Saudi Arabia, or Qatar, this is the most structured 30-minute investment you can make before shortlisting.

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