ERP Software Solution Replacement
project
7e3f5fc085dc3f57
Normalized: erp software solution replacement
moreland_contracts
Entity Properties (gold project table)
project_id
7e3f5fc085dc3f57
name
ERP Software Solution Replacement
client_id
—
canonical_metadata
—
created_at
2026-02-24 04:31:44.535234+00:00
updated_at
2026-02-24 04:31:44.535234+00:00
status
—
billable
—
recurring
—
squad
—
qa_partner
—
project_manager
—
lead_dev
—
description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
state
—
team_name
—
closedate
—
dealstage
—
contract_type
fixed_fee
contract_hourly_rate
—
contract_estimated_hours
—
contract_total_fee
—
46%
Separation Confidence
How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
100%
Avg Match Confidence
The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Strong source linkage
Source Mappings (70)
| Source | Source ID | Display Name | Confidence | Method | Status | Actions | |
|---|---|---|---|---|---|---|---|
| moreland_contracts | e8pwSnW+htjSaQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-04T02:08:52.469140+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | oa0RgNLhNLi9mw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-03T02:08:06.665884+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | cXgcI2JWOGonpg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-28T02:09:06.147952+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | iqXqb+KCGiEgLQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-06T02:07:41.905507+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | YE8FinOenSvLsg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-04T06:09:39.085167+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | BlTyhlh6U7LdYg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-03T02:08:16.942647+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | gs2pUPbZzKL4EQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-02T17:51:15.208960+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | BMCGhEr6u/PSKQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-24T06:07:47.851959+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 56h1tiMvX10P5A | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-24T18:08:07.381519+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | DZUd8wYQxCplIA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-23T02:08:06.730575+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-22T18:59:19+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | vIZPB85wnfIKDg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-24T02:08:31.538551+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 4SSopvvSDaRo8g | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-23T06:09:17.741091+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-22T18:59:19+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | CfH41mmIKXqVTA | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-25T06:08:10.725143+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | RLb2pZBKQgRwng | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-03T06:07:15.348876+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 5YfgNjo5xs4bqA | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-05T06:07:17.680973+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Hifo5p4CfQE7Ow | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-06T00:07:12.448304+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | gUh8FFHUZF4NzQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-06T02:08:18.749069+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | XzU7dGX3cM54BQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-02T02:08:34.745512+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | uFGHBUap69ueoQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-30T02:09:16.989858+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | +TacfOzKjId/fA | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-27T02:08:49.036266+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 9Je5spWsgWJ3zw | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-26T12:08:54.607826+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | EIoQSybfDOoz/g | ERP Software Solution Replacement | 1.00 | exact | Active |
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bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-26T00:08:02.249085+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | KolF1IJllV1Jxw | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-26T02:08:04.095370+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | dGqv7SIg+7Ns0w | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-25T12:07:56.920076+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | jg/QX+9Uboa9cA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-23T12:07:45.990853+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-22T18:59:19+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | phwDjhVbF80zDQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-24T00:07:29.143570+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | j3BAAJui9eLSKw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-26T18:07:57.796257+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | mEjMnXfC/h9QTQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-03T00:07:02.663302+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | qLgfFDsq+ao1ZQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-03T18:08:18.583079+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | oisIVIAkpSWBZQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-05T12:08:10.889406+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | vUm722+NdTGa/A | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-06T12:07:14.007306+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | EktnDyopQas3Yw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-20T02:07:42.236162+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | tQlqJx7K6cM8yg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-29T02:07:54.210348+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | jMPqNH7bx502pw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-07T02:09:27.869160+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | s8H56mjsDqXiHg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-26T02:09:48.191361+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 4+V+yy7JMN55xw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-24T02:08:19.828005+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ZnH5uGPpedis0A | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-22T02:07:43.914269+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | gToBfdcYF0g86A | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-05T00:06:31.767474+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Eg6+j3z4bOIwKw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-04T00:08:11.782241+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | EWyMoRCxBprjLQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-04T02:08:26.253812+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | crQL9Yv4iERe6w | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-25T18:08:29.954500+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ohQLQlXX+YYojw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-24T12:07:30.353694+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | oPVWVTKpjQPtSA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-25T02:07:28.795592+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Sbry3875rgWkLg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-23T00:09:20.786977+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-22T18:59:19+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 4McTkd8WjnU13A | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-02T17:51:27.112146+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | qNz7MK+xiqbuSQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-19T15:19:29.004920+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | OR9XeLzOjJFwVQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-25T02:09:37.831904+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | Zhmyap/1Dgvaxw | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-10T02:08:36.273266+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
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| moreland_contracts | 3IYUV1a8yqu0NQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-09T02:07:25.426839+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | ZtQN477h6Ssuhw | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-05T02:07:54.849508+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | PB6TLTKI9oGCKA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-31T02:09:01.022811+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | EbX6jBMHIV9TcA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-21T02:08:40.936845+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 9cnz4JTi8gLHBA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-06T06:07:07.380263+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | lMWetW8eBJdsLQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-04T12:07:51.155947+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 0ajCAUenGsO9NA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-04T18:08:18.107583+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | lM4bN3FYd9RnxQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-03T12:06:12.008465+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | Llq0K1VjL31HtA | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-25T00:07:07.891306+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | U2DEYr5eYL5uMQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-02-23T18:08:33.844228+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | N5EYk6H3KFw2Ew | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-02T18:07:15.983852+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | kGsBShLuTUwezA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-05T02:07:41.209748+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | nKPug2kKYwgniA | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-19T21:24:30.249956+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | A6AVpAt7eR98Hg | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-03-23T02:08:34.594098+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | UjD/7jVppIHwEQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-01T02:09:45.101948+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | YvwRPIq72zVMfg | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-08T21:10:25.018589+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | RJTfU67KlUZ4JQ | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-08T02:08:30.450779+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | S/uW1I5RsVx2Dg | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-11T02:07:27.350738+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
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| moreland_contracts | 6Or6Y36yZ6g3Og | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution along with ancillary point solutions for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-12T02:06:51.122322+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | T0d4Xg4XfLkolw | ERP Software Solution Replacement | 1.00 | exact | Active |
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-13T02:08:00.258354+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | 3gL/W8zCmW0uZQ | ERP Software Solution Replacement | 1.00 | exact | Active |
|
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Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
fixed_fee
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-14T02:07:51.069912+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||
| moreland_contracts | divuP13Qy9KV+A | ERP Software Solution Replacement | 1.00 | exact | Active |
|
|
|
Source Record
bronze_moreland_contracts_ma_project_contracts
file_hash
03529b24faa09a743a0c254bd28c2aab
file_name
ERP Proposal Key Points-Discovery.docx
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B085512AE-002E-466D-B7B4-0E7FDB0D59E0%7D&file=ERP%20Proposal%20Key%20Points-Discovery.docx&action=default&mobileredirect=true
company
Essential Elements
project_name
ERP Software Solution Replacement
contact_person
—
contract_type
—
hourly_rate
—
estimated_hours
—
total_fee_estimate
—
brief_project_description
Select a common ERP software solution to replace the original company’s SAP solution for newly acquired US and CA business units.
start_date
—
extracted_at
2026-04-09T14:01:31.531624+00:00
raw_text_preview
Scope
Essential Elements would like to select a common ERP software solution to replace the original company’s SAP (ERP) solution along with any ancillary point solutions for newly acquired US and CA business units. There are 39 employees and an estimated $18M in revenue.
The following scope parameters have been established for this project.
Quote to Cash (QTC)
(CRM to be determined, Quote & Order Management, Pricing, Logistics to be determined, EDI, Invoicing, & Customer Master)
Requisition to Pay (RTP)
(Quoting, Sourcing, Suppliers, EDI, Receiving, Warehousing, Inspection & Vendor Master)
Record to Report (RTR)
(General Ledger, Chart of Account, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Planning and Analysis, Budgeting Management, Cash Management, & Financial Reporting)
Key Deliverables:
High level current process overview (QTC, RTP, RTR)
High level future process flows by business (Distribution channels and separately U.S. versus Canada locations)
Detailed business requirements for Financials, Procurement, Order Management and Distribution
Request for Proposal (RFP) from 3-5 ERP vendors
RFP evaluation summary and analysis
ERP software demonstration scripts and evaluation summary including any embedded AI
Reference checking questionnaire document per implementation vendor
Final (2 to 1) vendor comparison evaluation summary
Vendor finalist detailed implementation cost worksheet
Vendor finalist implementation approach / plans
Target integration architecture
Evaluation of AI tools and solutions whether embedded into the ERP or for targeted reporting enhancements that can be added as needed.
Discuss recommendations if any of (1) Standalone Sales and Financial Reporting Tools, and (2) Standalone Business Intelligence Solutions (outside of core ERP reporting), that could be bolt on.
Out of Scope
The following areas are considered out of the scope of this project:
Manufacturing Operations
HRM Solutions (i.e., payroll)
Documentation Manageme
file_created_at
2026-02-22T18:59:20+00:00
file_modified_at
2026-02-23T14:50:16+00:00
created_by
Paul Franke
modified_by
Paul Franke
_dlt_meta
—
|
|||||||