Using AI to Write ERP/CRM System Requirements
Turn verbal expectations into a comparable requirements document — AI helps you think broadly, people own the key decisions.
What you'll learn
- Use AI to produce a comparable RFP draft.
- Identify what should never be decided by AI.
Step-by-step guide
What AI can do
User stories, draft data models, module lists, reminders about non-functional requirements, and acceptance-criteria templates.
What can't be left to AI
Vendor selection, actual cost estimation, data migration strategy, and deployment choices. These require joint decisions from IT, finance, and operations.
Recommended workflow
1. Use an 'ERP requirements analysis prompt' to inventory modules; 2. Interview each department to confirm; 3. Use a 'user story prompt' to generate stories; 4. Consolidate into an RFP; 5. Invite 3–5 vendors to bid.
Acceptance criteria
Require Given-When-Then acceptance criteria for every must-have item to avoid disputes after go-live.
Good example / Bad example
"Assuming a mid-sized manufacturer, generate 20 user stories with priority and dependencies."
"Just pick an ERP for me."
Common mistakes
- Treating the brand AI recommended as the only option.
Cautions
- Implementing ERP/CRM involves organizational change, not just choosing a system.
Related prompts
Related articles
Need help customizing this for your company and industry?
AEGIS provides enterprise AI adoption, process assessment, and systems integration consulting to help you turn prompts and AI tips into reliable internal workflows.