ERP System Discovery Questionnaire

Streamline Your ERP Implementation Discovery Process

Implementing an Enterprise Resource Planning (ERP) system is one of the most significant technology investments your business will make. Success starts with thorough discovery—understanding your current processes, identifying gaps, and planning for the change ahead.

This ERP System Discovery Questionnaire helps software consultants, implementation partners, and IT teams gather the critical information needed to scope, plan, and execute a successful ERP deployment. By documenting business processes, module requirements, customization needs, training plans, and change management strategies upfront, you'll reduce project risk, align stakeholders, and set realistic go-live expectations.

Built for ERP consultants and implementation teams

Whether you're implementing SAP, Microsoft Dynamics, Oracle NetSuite, Odoo, or another enterprise platform, this template guides clients through a structured discovery conversation. Use it during pre-sales scoping, project kickoff, or requirements-gathering phases to ensure nothing falls through the cracks.

The form captures everything from organizational structure and current system pain points to specific module needs (finance, inventory, manufacturing, HR, CRM) and integration requirements. Conditional logic tailors the experience based on industry, company size, and selected modules, so you only ask relevant questions.

Automate handoffs with Stepper

Once submitted, use Stepper to route discovery responses into your project management tools, CRM, or documentation systems. Automatically create project folders, assign tasks to solution architects, generate scoping documents, and trigger kickoff meeting invitations—all without manual data entry.

Designed for professional services and consulting

Paperform's document-style editor lets you create a discovery form that feels consultative, not transactional. Add your branding, include helpful explainer text, embed process diagrams or case studies, and customize success messages to set the tone for a collaborative partnership.

Trusted by over 500,000 teams worldwide, SOC2 Type II & GDPR compliant, Paperform gives consultants, IT services firms, and enterprise software vendors the flexibility to capture complex requirements while maintaining a professional, on-brand experience.