The Basic Structure of an RFP

by Panorama Consulting Group | Dec 17, 2015

  • The top 10 ERP systems range from platforms designed for small and mid-sized businesses to enterprise suites built for complex, multi-industry operations.
  • This year’s report focuses on AI in core workflows, multi-entity operations, and the limits of extensibility.
  • A vendor list is only the starting point for ERP selection, because the right fit depends on how well a platform's architecture and product roadmap match an organization's growth plans.
  • Organizations that measure the top ERP systems against their own selection criteria are better positioned to scale without needing to replace their system as operations expand.

Having prepared and responded to numerous requests for proposals (RFPs) across many governmental and nonprofit sectors, I’m always surprised by the amount of RFPs that do not include a proposal response format. When an organization has not included a proposal response format, it leaves the potential respondents scratching their heads. While a Q&A period can help alleviate some of the confusion, the answers often come too late to have a meaningful impact on proposal content and structure.

Proposal format can be broken down into two subcategories: (1) physical requirements and (2) proposal structure. Physical requirements are the mechanisms for ensuring that the proposals look the same and all responders provide the same amount of information. Proposal structure is the content and order in which the proposal is presented.

More often than not, I see that organizations are very specific with the physical requirements of the RFP response, such as typeface, font size, pitch, line spacing, margins and page count. While I appreciate precision, some of these technical requirements have carried over from the typewriter days and have no real application in the most common word processing programs. But, on a whole, most organizations provide enough physical requirements to alleviate guesswork among proposal respondents.

The proposal order is more of a mixed bag. Some organizations are very orderly and provide tables with fixed fields so respondents will only answer what is asked and respond in a predetermined fixed space. This gives organizations confidence that their proposals are being compared apples-to-apples with other respondents’ proposals. To be successful with this type of proposal, the responses require adept writers who are able to select and present the most pertinent information. There is no “see what sticks” approach to responding.

On the other side of the spectrum, there is no structure, and the RFP does not give the respondents a response order. Recently, I was looking at an RFP that had no determinable items for a proposal response. I could not discern between items that were to go into the proposal response and items that were to be delivered once the contract had been awarded. To frustrate matters further, there was no Q&A period to provide more clarity. These unclear requirements, coupled with a short turnaround time and no Q&A, means that the organization is going to receive a kitchen-sink approach from many respondents since none of the responses are going to be in the same order and none will address the same topics. Comparing responses will be unnecessarily difficult for reviewers.

A well-written RFP that includes both physical requirements and proposal structure is necessary for quality responses. Without a cohesive RFP, the organization will have an exceedingly difficult time reviewing responses side-by-side and ensuring that their requirements are met upon award.

To learn more, download our white paper, Lessons Learned From a Government ERP Failure.

What are the top 10 ERP systems for 2027?

Panorama’s report features Acumatica Cloud ERP, Epicor Kinetic, IFS Cloud, Infor CloudSuite, Microsoft Dynamics 365, Oracle Fusion Cloud ERP and NetSuite, Priority ERP, Sage X3, SAP S/4HANA, and Workday. The right system depends on your operating model and business goals.

Should our shortlist include only top ERP systems?

A shortlist should come from your organization's own requirements, but the top ERP systems are a useful reference point while those requirements take shape. Some organizations find their best fit among these vendors, while others need a specialized platform with deeper functionality for a particular industry. Defining requirements first keeps the comparison anchored to how the business operates.

What should we evaluate beyond functionality when comparing ERP vendors?

Current functionality matters, yet a platform's architecture and extensibility determine whether the system can adapt as the business changes. The vendor's product roadmap shows where investment is heading, including how AI is being embedded into core workflows. Evaluating these factors together reduces the risk of a costly replacement when the organization expands into new markets or acquires another business.

How does a structured selection process affect ERP implementation?

Selection decisions carry directly into implementation, because requirements and business processes defined during selection give the project team workflows already designed around the new system. In one Panorama engagement, a B2B product supply company completed process work alongside selection and shaved ten weeks off its implementation schedule, saving hundreds of thousands of dollars in the process.

Are the top 10 ERP systems suitable for small and mid-sized businesses?

Several vendors in the report focus on that market. Acumatica and Priority are designed for small and mid-sized organizations, and NetSuite serves as Oracle's mid-market cloud suite. Sage X3 is built for mid-sized manufacturers and distributors.

Explore All Categories

Resource Center

About the author

Panorama Consulting Group is an independent, niche consulting firm specializing in business transformation and ERP system implementations for mid- to large-sized private- and public-sector organizations worldwide. One-hundred percent technology agnostic and independent of vendor affiliation, Panorama offers a phased, top-down strategic alignment approach and a bottom-up tactical approach, enabling each client to achieve its unique business transformation objectives by transforming its people, processes, technology, and data.

Avatar photo