The ERP Needs Assessment Checklist
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Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Industry Categories *
STUDENT LIFE SERVICES
51
Student Services - General
1
Residence Life and Housing
2
Conduct and Title IX
0
Campus Safety Solutions
11
Study Abroad and International Student Support
14
Show More (2)
DEI and Campus Climate
11
Student Engagement Platforms
12
Show Less (2)
EXECUTIVE SUITE/PRESIDENT'S OFFICE SERVICES
4
Event Management
0
Travel Support
2
Board Software
2
SEARCH AND COACHING
48
Team Coaching/Advising
9
Search - Financial
2
Search - Other Cabinet
3
Search - Academic Leadership
25
Search - Interim
1
Show More (3)
Search - President
3
Executive Coaching
12
Search - Enrollment
1
Show Less (3)
ADVANCEMENT AND ALUMNI
38
Campaign Services
6
Alumni Services and Relations
5
Grants
16
Advancement/Development
16
MARKETING AND RECRUITMENT
34
Digital Marketing and Advertising
8
Strategic Communications and Public Relations
8
General/Other
7
Website Management
2
Branding and Creative Services
13
LEADERSHIP AND STRATEGY
63
Strategic Planning
41
Leadership and Strategy General
36
Institutional Research
0
ACADEMIC AFFAIRS
106
Library Services
2
Academic Affairs - General
11
Learning Management System (LMS)
22
Textbook and Course Materials
19
Academic Efficiency
16
Show More (5)
Advising and Academic Support
11
Online Program Management and Support
21
Adult Learning
4
Program Development
15
Accreditation
4
Show Less (5)
CAREER SERVICES
21
Internships
2
General/Other
13
Employer Relations
2
Interview Preparation and Resume Building
6
FINANCES AND OPERATIONS
39
Financial Management
8
Financial Operations and Services
8
Financial Advisory and Consulting
19
Financial Software
7
STUDENT HEALTH AND WELLNESS
24
Telehealth and Teletherapy Services
8
Student Health Services
4
Health and Wellness Platforms
7
Health and Wellness Management
5
INFORMATION TECHNOLOGY
48
Software and Applications
15
Infrastructure and Network Solutions
3
Technology Infrastructure
9
Information Technology
6
Consulting and IT Services
16
Show More (1)
Cybersecurity and Data Management
12
Show Less (1)
ENROLLMENT AND RETENTION
58
Retention and Student Success
16
Transfer Students
2
Financial Aid Management
8
International Student Recruitment
5
Customer Relationship Management (CRM)
10
Show More (1)
Enrollment Management
26
Show Less (1)
LEGAL AND COMPLIANCE
21
Legal Strategy and Resources
11
Government Relations
1
Mergers and Acquisitions
3
Compliance
7
ADMINISTRATIVE SERVICES
25
Administration
3
Human Resources
12
Student Information Systems
3
Retirement and Benefits
7
Legal Services and Risk Management
1
FACILITIES
79
Construction and Project Management
17
Transportation Management
1
Architecture and Design
37
Facilities Management
10
Dining Services
14
Show More (1)
Master Planning
4
Show Less (1)
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Projects
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Category Selection:
Select any categories from those you have selected for your main listing. If you wish to include more categories, add them to your main listing first and after doing so, they will appear below.
Industry Categories *
STUDENT LIFE SERVICES
51
Student Services - General
1
Residence Life and Housing
2
Conduct and Title IX
0
Campus Safety Solutions
11
Study Abroad and International Student Support
14
Show More (2)
DEI and Campus Climate
11
Student Engagement Platforms
12
Show Less (2)
EXECUTIVE SUITE/PRESIDENT'S OFFICE SERVICES
4
Event Management
0
Travel Support
2
Board Software
2
SEARCH AND COACHING
48
Team Coaching/Advising
9
Search - Financial
2
Search - Other Cabinet
3
Search - Academic Leadership
25
Search - Interim
1
Show More (3)
Search - President
3
Executive Coaching
12
Search - Enrollment
1
Show Less (3)
ADVANCEMENT AND ALUMNI
38
Campaign Services
6
Alumni Services and Relations
5
Grants
16
Advancement/Development
16
MARKETING AND RECRUITMENT
34
Digital Marketing and Advertising
8
Strategic Communications and Public Relations
8
General/Other
7
Website Management
2
Branding and Creative Services
13
LEADERSHIP AND STRATEGY
63
Strategic Planning
41
Leadership and Strategy General
36
Institutional Research
0
ACADEMIC AFFAIRS
106
Library Services
2
Academic Affairs - General
11
Learning Management System (LMS)
22
Textbook and Course Materials
19
Academic Efficiency
16
Show More (5)
Advising and Academic Support
11
Online Program Management and Support
21
Adult Learning
4
Program Development
15
Accreditation
4
Show Less (5)
CAREER SERVICES
21
Internships
2
General/Other
13
Employer Relations
2
Interview Preparation and Resume Building
6
FINANCES AND OPERATIONS
39
Financial Management
8
Financial Operations and Services
8
Financial Advisory and Consulting
19
Financial Software
7
STUDENT HEALTH AND WELLNESS
24
Telehealth and Teletherapy Services
8
Student Health Services
4
Health and Wellness Platforms
7
Health and Wellness Management
5
INFORMATION TECHNOLOGY
48
Software and Applications
15
Infrastructure and Network Solutions
3
Technology Infrastructure
9
Information Technology
6
Consulting and IT Services
16
Show More (1)
Cybersecurity and Data Management
12
Show Less (1)
ENROLLMENT AND RETENTION
58
Retention and Student Success
16
Transfer Students
2
Financial Aid Management
8
International Student Recruitment
5
Customer Relationship Management (CRM)
10
Show More (1)
Enrollment Management
26
Show Less (1)
LEGAL AND COMPLIANCE
21
Legal Strategy and Resources
11
Government Relations
1
Mergers and Acquisitions
3
Compliance
7
ADMINISTRATIVE SERVICES
25
Administration
3
Human Resources
12
Student Information Systems
3
Retirement and Benefits
7
Legal Services and Risk Management
1
FACILITIES
79
Construction and Project Management
17
Transportation Management
1
Architecture and Design
37
Facilities Management
10
Dining Services
14
Show More (1)
Master Planning
4
Show Less (1)
2
3
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Back
Find the right ERP for your campus by uncovering your institution's specific challenges and needs.
There's no one-size-fits-all ERP system. But with so many options on the market, how can you determine which system is right for your campus?
Download our ERP Needs Assessment Checklist to:
- Gain a thorough understanding of which ERP system will work best for your institution.
- Uncover strategic goals, determine operational requirements, and identify key systems.
- Create an implementation timeline.
- And more.
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