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Business Applications/Insights/Buying

Twelve questions to ask an implementation partner

The answers that separate a firm that has delivered this before from one that has sold it before.

Buying · 7 min read

Why the usual questions do not work

Most partner selection asks about certifications, client counts and years in business. Every serious firm clears that bar, which makes it useless as a differentiator. The questions below are the ones where answers actually diverge, and where a vague answer tells you something.

About the people

  • Will the people in this room deliver the work? Ask for names and ask when you will meet them. A pitch team that disappears at contract signature is the single most common complaint in this industry.
  • Who is the delivery lead and what else are they running? A lead across four programmes is a coordinator, not a lead.
  • What happens if a key person leaves mid-programme? Ask what the handover obligation is and whether it is in the contract.
  • Can we interview the team? A firm confident in its people says yes.

About the plan

  • When will we first see the system with our own data in it? If the answer is later than week six, ask why.
  • What is explicitly out of scope? A statement of work that only lists inclusions is a statement of work designed to generate change requests.
  • How do you handle scope change? You want a register, an estimate against every item and a named sponsor who decides. You do not want absorption, which is how timelines slip quietly.
  • How many cutover rehearsals are in the plan? Fewer than one full rehearsal means the go-live duration is unknown.

About the awkward parts

  • Tell me about a programme that went badly and what you changed afterwards. A firm that has never had one has either not delivered enough or is not being straight with you.
  • What would make you tell us not to do this? A partner who cannot answer has no line they will not cross for revenue.
  • What do you not do? Firms that claim to cover everything are usually subcontracting something without telling you.
  • Who owns the code and the documentation at the end? Get the answer in writing before, not after.

What to listen for

Specificity. A firm that has done this work answers with detail: which module, which version, what broke, how long the reconciliation took. A firm that has sold it answers with methodology diagrams and the word partnership.

Also listen for the willingness to say no. A partner who agrees with every requirement in the room is not scoping, they are closing, and the disagreement you avoid in week one becomes a change request in week twelve.

Related services

  • Managed services and support
  • Migration services

More reading

  • Business Central or Finance and Operations
  • What a fit-gap should actually produce
  • Why ERP migrations slip, and what actually prevents it
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