Erp System Proposal Template for New Zealand

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Key Requirements PROMPT example:

Erp System Proposal

"I need an ERP System Proposal for a medium-sized manufacturing company in Auckland, focusing on inventory management and production planning modules, with implementation planned for March 2025 and cloud-based hosting requirements."

Document background
The ERP System Proposal is a critical document used when an organization is seeking to implement or upgrade its enterprise resource planning systems. It represents the formal response from an ERP provider to a client's requirements, typically following initial discussions or a formal RFP process. The proposal, governed by New Zealand law, includes comprehensive details about the proposed solution, implementation approach, commercial terms, and ongoing support arrangements. It serves as the foundation for contract negotiations and, once accepted, forms the basis for the final agreement between parties. The document must comply with New Zealand's legal framework, particularly regarding electronic transactions, privacy, and consumer protection, while addressing both technical and commercial aspects of the ERP implementation project.
Suggested Sections

1. Parties: Identification of the service provider and the potential client organization

2. Background: Context of the proposal, including client's current situation and needs assessment

3. Definitions: Clear definitions of technical terms, acronyms, and key concepts used throughout the proposal

4. Executive Summary: High-level overview of the proposed solution, benefits, and commercial offering

5. Proposed Solution Overview: Detailed description of the ERP system, its core functionalities, and how it meets the client's requirements

6. Implementation Methodology: Proposed approach to implementing the ERP system, including phases, timelines, and key milestones

7. Project Team Structure: Proposed project organization, key personnel, roles, and responsibilities

8. Training and Support: Outlined approach to user training, knowledge transfer, and ongoing support services

9. Commercial Terms: Pricing structure, payment terms, and licensing model

10. Service Level Agreement: Proposed service levels, performance metrics, and support response times

11. Risk Management: Identified risks and proposed mitigation strategies

12. Terms and Conditions: Standard legal terms governing the proposal and subsequent agreement

Optional Sections

1. Change Management Strategy: Detailed approach to managing organizational change, recommended for large-scale implementations

2. Data Migration Strategy: Specific approach to migrating data from existing systems, relevant when client has significant data to transfer

3. Integration Requirements: Detailed integration specifications with other systems, included when complex integrations are needed

4. Custom Development Scope: Details of proposed customizations, included when standard functionality requires modification

5. Business Process Reengineering: Proposed changes to business processes, included for transformational projects

6. Cloud Infrastructure: Details of cloud hosting and infrastructure requirements, for cloud-based solutions

7. Disaster Recovery Plan: Detailed disaster recovery and business continuity provisions, for critical system implementations

8. Security Framework: Detailed security measures and compliance frameworks, for clients with specific security requirements

Suggested Schedules

1. Schedule A - Detailed Technical Specifications: Comprehensive technical specifications of the proposed ERP system

2. Schedule B - Implementation Timeline: Detailed project timeline with milestones and deliverables

3. Schedule C - Pricing Schedule: Detailed breakdown of costs, including licensing, implementation, and ongoing fees

4. Schedule D - Service Level Agreement Details: Detailed service level metrics, response times, and performance guarantees

5. Schedule E - Resource Loading Plan: Detailed allocation of resources throughout the project lifecycle

6. Appendix 1 - Case Studies: Relevant case studies and reference implementations

7. Appendix 2 - Team CVs: Detailed profiles of key team members

8. Appendix 3 - Technical Architecture Diagrams: Detailed system architecture and network diagrams

9. Appendix 4 - Testing Strategy: Detailed testing methodology and acceptance criteria

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Manufacturing

Retail

Healthcare

Financial Services

Professional Services

Education

Government

Construction

Distribution

Technology

Non-profit Organizations

Agriculture

Mining

Utilities

Telecommunications

Relevant Teams

Information Technology

Finance

Operations

Procurement

Legal

Risk and Compliance

Information Security

Digital Transformation

Enterprise Architecture

Business Analysis

Project Management Office

Change Management

Relevant Roles

Chief Information Officer

Chief Technology Officer

IT Director

Project Manager

Business Analyst

Finance Director

Chief Financial Officer

Operations Director

Procurement Manager

Legal Counsel

Systems Administrator

Enterprise Architect

Solutions Architect

Digital Transformation Manager

Change Management Lead

IT Infrastructure Manager

Information Security Manager

Risk Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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