Choosing Well
Selecting and implementing a management system
Written in Spanish. Original title: Elegir Bien
How to choose and implement a management system (ERP, CRM or industry-specific) in a small or mid-sized business, without being swayed by the demo and without dying in the attempt.
- PDF ebook · 26 pages
- Excel template included
- Sources and references
Contents
- 0How to use this kit
- 1Why so many implementations go wrong
- 2What kind of system is needed (if one is needed at all)?
- 3Requirements: write down what you need before seeing anything
- 4From 15 vendors to 3
- 5The guided demo and the evaluation matrix
- 6The real cost: total cost over 3 years
- 7The contract: what it must say, no matter what
- 8Implementation: the 90-to-120-day plan
- 9Case 1 · Auto parts distributor in Córdoba: the ERP
- 10Case 2 · Dental clinic in Montevideo: choosing twice
- 11Case 3 · Real estate agency in Lima: the CRM nobody used
- 12The 7 costliest mistakes
- 13Checklist by stage
What's included
PDF ebook
26 A4 pages in Spanish, with illustrative Latin American cases, a checklist and an appendix of sources and references.
Excel template
Santax-Plantilla-Elegir-Sistema.xlsx, with the ebook's example case filled in and the cells to complete clearly marked (in Spanish).
Delivery
After payment, the files are sent by email and remain available for download.
