Engineer-to-Order ERP Implementation Request Form
Use this form to request an ERP implementation tailored to engineer-to-order operations. Share your organization details, current systems, scope, integrations, migration needs, timeline, and implementation preferences so the project can be evaluated accurately.
Business & Contact Information
Requesting Organization Name
*
Company Website / Domain
Main Contact Name
*
First Name
Middle Name
Last Name
Job Title / Role
*
Work Email
*
example@example.com
Work Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Headquarters Location / Country
Please Select
United States
Canada
United Kingdom
Germany
France
Australia
India
Japan
Other
Preferred Communication Method
*
Email
Phone
Video call
Either email or phone
Current ERP Environment
Does your company currently use an ERP system?
*
Yes
No
In progress
Current ERP name and version
Current ERP modules in use
Sales
Engineering
Product Configuration
Procurement
Manufacturing
Inventory
Project Management
Finance
Service
Other
Pain points with the current setup
Legacy or connected systems that must remain in place
Engineer-to-Order Business Profile
Primary business model
*
Engineer-to-Order
Make-to-Order
Mixed ETO/MTO
Other
Industries served
Aerospace
Automotive
Construction
Energy
Industrial Equipment
Medical Devices
Oil & Gas
Shipbuilding
Telecommunications
Other
Typical project or order complexity
*
Low
Moderate
High
Highly customized
Products or project types handled
Typical order-to-delivery workflow summary
Implementation Scope & Goals
Main objectives for the ERP implementation
*
Required modules in scope
*
CRM
CPQ/Product Configuration
Engineering Change Management
BOM/MBOM
Project Management
Procurement
Production Planning
Shop Floor Control
Inventory/Warehouse
Quality
Finance/Costing
Service
Reporting/BI
Other
Must-have capabilities
Out-of-scope items or exclusions
Engineering, Configuration & BOM Requirements
Does the solution need product configuration rules?
*
Yes
No
Is multi-level BOM management required?
*
Yes
No
Are engineering revision and change control capabilities needed?
*
Yes
No
Required approvals or release workflows for engineering changes
CAD, PLM, or other engineering system integration requirements
Integrations & Data Migration
Required Integrations
*
CAD/PLM
CRM
MES
WMS
Accounting/Finance
Procurement
eCommerce/Portal
Shipping/Logistics
BI/Reporting
Other
Source Systems for Data Migration
*
Data Types to Migrate
*
Customers
Items
BOMs
Routings
Projects
Orders
Vendors
Pricing
Documents
Other
Estimated Data Volume or Record Count
Migration Constraints or Data-Quality Concerns
Users, Locations & Security
Estimated Number of Users
*
User Groups / Roles
*
Number of Sites / Plants / Offices in Scope
*
Countries or Regions in Scope
*
Access-Control or Approval Requirements
Timeline, Budget & Readiness
Desired Project Start Date
*
 -
Month
 -
Day
Year
Date
Target Go-Live Timeframe
Implementation Urgency
*
Immediate
Within 3 months
Within 6 months
Flexible
Budget Status
*
Approved budget
Budget in progress
No budget defined
Prefer not to say
Internal Readiness Notes or Constraints
Implementation Support & Delivery Preferences
Preferred deployment model
*
Cloud
On-premise
No preference
Preferred implementation approach
*
Phased rollout
Big bang
Pilot first
Not sure
Required services
*
Requirements analysis
Process design
Configuration
Development/customization
Integration
Data migration
Training
Testing
Go-live support
Post-go-live support
Preferred implementation partner involvement
Additional Requirements
Special business rules, compliance, or reporting needs
Attachments for process maps or specifications
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