Here are seven steps to help you choose the right software for your organization: 1  Conduct a process review and analysis. 2  Since ERP is first and foremost a business initiative, you should first define and document your current business processes, pain points, and strengths. Since ERP is first and foremost a business initiative, you should first define and document your current business processes, pain points, and strengths. 2  This analysis should also include what you think your processes should look like in the future (your to-be state) and the corresponding business requirements.