Infor SyteLine implementation partner scorecard

• Functional consultantMulti-siteWe run several plants. How would you set up sites, intranets and replication in SyteLine, and what would you replicate between them?
• Functional consultantCostingHow do you decide between standard and actual costing for our items, and how do you run and review a cost rollup?
• Functional consultantPlanningWould you run MRP or APS planning for us, and what master data must be right before either produces usable output?
• Functional consultantJobs and routingsWalk me through how a customer order becomes a job in SyteLine, including routings, materials, labor reporting and backflushing.
• Functional consultantFinanceHow would you design our chart of accounts and unit codes in SyteLine, and how do we report by plant and product line?
• Functional consultantPersonalizationWhich requirements would you meet without code, and which tools would you use for each?
• Functional consultantData migrationWhat data would you convert, how would you load it, and how many rehearsals would you plan?
• Functional consultantOrder to cashHow would you configure credit checking, shipping and invoicing for us, and how do users find out an order is on credit hold?
• Technical consultantIDOsExplain what an IDO is and how a SyteLine form gets and saves data through it.
• Technical consultantExtension classesHow do you build, deploy and debug an IDO extension class, and when would you use one instead of an event handler?
• Technical consultantEvent systemDesign an approval for purchase orders over a limit using the Application Event System. What objects do you create?
• Technical consultantUpgradesHow do you carry our form customizations through an upgrade, and what does FormSync not cover?
• Technical consultantMulti-tenant rulesWe have custom SQL objects on-prem. What changes if we move to CloudSuite Industrial multi-tenant?
• Technical consultantIntegrationHow would you integrate SyteLine with our MES and e-commerce systems? Compare ION BODs with direct IDO REST calls.
• Technical consultantReports and tasksHow do background tasks and reports run in SyteLine, and what would you build new reports in today?
• Technical consultantPerformanceA form takes 20 seconds to open in production. How do you find the cause?
• Technical consultantSecurityHow would you set up user security and secure API access to SyteLine IDOs?
• Technical consultantChange controlHow do you move customizations from development to test to production, and how do you know what changed?
• Technical consultantOn-premFor our on-prem install, which server roles and services must be monitored, and what do you check first when background tasks stop running?
• Project leadPlanShow me a SyteLine project plan you ran. Where are the conference room pilots, test cycles and cutover rehearsals?
• Project leadTeamWho exactly will be on our project, what percentage of their time, and what happens if one of them leaves?
• Project leadScope controlHow do you control customizations and scope changes on a SyteLine project?
• Project leadCutoverDescribe your SyteLine go-live weekend. What is converted when, and what is the rollback decision point?
• Project leadUpdatesHow do you keep our customizations working through vendor updates after go-live?
• Project leadCommercialsWalk me through your estimate. What assumptions would cause a change order?
• Project leadReferencesCan we speak to a SyteLine customer whose project had problems, and what did you change afterwards?

Red flags in SyteLine partner evaluations

• Senior people in the sales meeting, unnamed juniors on the proposal

  The team you interview should be the team you get. Ask for a key-person clause.

• No SyteLine-specific answers on IDOs, events or FormSync

  Generalist ERP consultants learn the product on your budget.

• Plans direct SQL inserts or table edits to load or fix data

  Bypasses IDO business logic and is not permitted in multi-tenant CloudSuite.

• Says customizations upgrade automatically

  FormSync covers forms and global objects, not IDOs, stored procedures or triggers.

• References only from other Infor products or more than a few years old

  SyteLine versions, tools and the cloud model change. Recent, same-product references matter.

• Low fixed fee with broad exclusions

  Exclusions such as data, reports and interfaces usually return as change orders.

• Data migration is entirely the customer's job

  Load tools, mapping and rehearsals need product knowledge from the partner.

• No cutover rehearsal in the plan

  The first full data load should never be the go-live.

• Certifications claimed for the firm but not the named people

  Ask for each consultant's certification name and date and verify it.

• Customizations excluded from post go-live support

  Someone must own the IDO extensions and event handlers they built.

• Plans a large new SSRS report estate without discussing alternatives

  Current Mongoose documentation lists SSRS reports as deprecated.

• Unverifiable claims of exclusive status or guaranteed timelines

  Ask for written evidence. Real partners describe risks, not guarantees.