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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Production Management Features and Functions



  • Customizable templates to ensure proper planning, management, and execution

  • Ability to capture and group large numbers of custom attributes

  • Ability to capture and attach unlimited amounts of information and files

  • Project and task status (various views) and alerts

  • Visual tools to see and specify task order and dependencies

  • Date tracking (target versus actual)

  • Forecasting date slips or budget overruns, not just reporting when it happens

  • Task assignment and delegation

  • Notifications for various task events (assigned, overdue, date changed, or deadline approaching)

  • Distinguish key milestones

  • Triggers: project workflow kicks off campaign or other process

  • Message repository at the project level

  • Ability to mark project planned, active, completed, or closed

  • Filterable lists of projects: by standard and custom attributes

  • Various views (i.e., lists, calendar, gantt, or other)

  • Handling event-driven marketing, whenever customer changes his or her address or places service complaints

  • Attachment management (e.g., upload files, point to document, URL)

Job and Resource Management Features and Functions
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