Free template · CSV
A weighted scoring matrix for ANZ ERP selection.
35+ criteria across 7 categories, with weighted scoring formula built in. Score 3 vendors side-by-side; the total weights and recommendation row populate automatically when you fill in scores.
Download — free, no emailWhat's inside
- 35+ evaluation criteria across capability, integration, cost, implementation, ANZ fit, vendor stability, and risk
- Weighted scoring with a formula that handles inverse scoring for cost criteria
- Built-in space for 3 vendors side-by-side with a recommendation row at the bottom
Who this is for
Procurement and operations leads running an ERP shortlist process. Pairs naturally with the ERP RFP template — issue the RFP, score the responses with this matrix, surface the winner.
How to use it
- 1Download the CSV and open in Excel, Google Sheets, or Numbers. Import preserves the formulas in the weighted columns.
- 2Score each vendor on each criterion from 1 (poor fit) to 5 (excellent fit). For cost criteria (rows marked "Inverse score"), 5 = lowest cost, 1 = highest.
- 3The total weighted score row populates automatically. Vendor with the highest score wins on paper; use the notes column to capture qualitative factors that the score does not capture (relationship, gut feel, reference call vibes).
FAQ
How do the weights work?
Each criterion has a weight between 2 and 5 reflecting its importance to most ANZ SMB operators. The weighted score = score × weight. The total weight (123) is the sum of all weights, so the maximum possible total weighted score per vendor is 123 × 5 = 615. Adjust weights to match your operation's priorities — if data residency is non-negotiable, push that to 5; if you do not need manufacturing, drop that to 1.
Why is "Public pricing" a scored criterion?
Because vendors who hide pricing are usually expensive and partner-dependent. Public pricing = 5 means the vendor publishes per-module or per-tier prices on their website. Partner-quoted but transparent (gave you specific numbers in the RFP response) = 3. Opaque (would not commit to numbers without further calls) = 1. This is a real signal of vendor maturity and operator-friendliness in 2026.
Should I add my own criteria?
Yes — this template is a starting point, not a finished product. The CSV is easy to edit; add rows for criteria that matter to your operation (specific compliance requirements, specific integrations, specific carrier needs). Update the total weight cell to reflect the new total.
Does OpsUI score well on this matrix?
On most criteria, yes — public pricing, native ANZ carrier integration, ANZ data residency, direct onboarding, modular per-module pricing. On some criteria, we score lower honestly: enterprise suite depth (NetSuite wins), out-of-the-box marketplace connector library (Cin7 Core wins), full MRP manufacturing (MYOB Acumatica wins for mid-market manufacturers). The matrix is designed to reward honest fit, not to favour any single vendor.
Want to scope OpsUI as one of the vendors?
Book a demo and we will respond to your RFP, scope your modules with the recommender, and run the cost calculator against your operation — all in 30 minutes.