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Business Software Needs Assessment Form

Please fill out the following form, providing as much information as possible. This will give us the information we need to help you determine whether Sage MAS 90 ERP, Sage MAS 200 ERP or Sage MAS 500 ERP might be right for your company.

Contact us at 800-562-5456 or 610-926-7450 if you have any questions or if you need immediate assistance. When we have received your form, we will follow up with you to provide any information you have requested.


 CONTACT INFORMATION
     
Name (req'd.)
Title
Email
Company (req'd.)
Mailing Address
City
State
 Zip
Phone (req'd.)
 Ext
Fax
Web Site
     
 COMPANY INFORMATION
     

What is your industry?
Please provide a brief description of your business:
Please describe your typical customer:

Number of employees:

      Number of locations:

Annual Sales:

(A range is fine.)
     
 ACCOUNTING SYSTEM INFORMATION
     

Current accounting/ERP system:
Please provide a description of the needs not being met by your current system:

Current operating system:

 Windows XP
 Windows NT/2000
Novell
UNIX
Other
What is/are the main reason(s) you'd like to change to a new accounting/ERP system?
     
 What business functions do you need? (Check all that apply)
 
  

General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Payroll
Fixed Asset Accounting
Inventory Management
Sales Order Processing
Purchase Order Processing
Return Merchandise Authorization
Credit Card Processing
Bar Code Automation
E-Commerce
Job Costing
Bill of Materials
Material Requirements Planning
Work Order Processing
Reporting Tools
Customization and Integration Tools
Remote Solutions for Palm O/S
Customer Relationship Management
Other functions:
What's really important to you in a new accounting/ERP system?
What criteria will you be using to select a new accounting/ERP system?
     

When are you planning to make a change?
     

Are you evaluating or will you be evaluating any other accounting/ERP systems?

 Yes    No
     
If so, which systems have you evaluated or will you be evaluating?
Are there any additional comments you would like to provide?
     

     

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