Recruiting hands-on ERP users for a systems study

A research team partnered with CleverX to hear from people with real, hands-on experience of ERP systems (the software companies use to run finance, operations, and supply chain) about the tools they use, their challenges, and their opinions. The goal was 30-minute one-on-one video interviews with everyday users, administrators, and the people who set these systems up.

• ERP is a broad area, so the study needed genuine hands-on users, not people who had only heard of it.
• Experience had to be real, meaning at least a year working directly with an ERP system.
• The relevant experience was spread across several different platforms.
• Industry and company size were left open, so the screener had to hold on experience alone.

CleverX screened on proven ERP experience rather than job title or industry.

• Eligibility required at least one year of hands-on ERP use on any platform.
• Everyday users, administrators, and setup specialists all qualified, which widened the usable pool.
• The screen stayed platform-neutral so the insight was not limited to a single ERP vendor.
• Interviews ran 30 minutes over video.

• Interviews completed with verified hands-on ERP practitioners across different platforms.
• Platform-neutral screening produced a cross-vendor perspective in a single study.
• Keeping industry open kept recruiting efficient while still guaranteeing real experience.

• When a topic spans many tools, screen on the underlying experience, not one specific vendor.
• Allowing several role types (user, administrator, setup specialist) widens a narrow expert pool.
• Leaving industry open keeps recruiting efficient when experience is the real requirement.