When an ERP system starts causing delays, errors, or growing frustrations, many organisations jump straight to the most expensive conclusion:
“We need a new ERP.”
In reality, most ERP failures are not technology failures they’re governance, process, data, and adoption failures. Before spending another pound, dollar, or hour on replacing your system, run a focused 10-day diagnostic to understand what’s actually broken.
This ERP Health Check (Stakeholder Edition) gives you a complete view of the real issues across leadership, process, data, technology, and operations — in just 10 items over 10 days.
Day 1 : Executive Sponsor
Define a one page charter with:
Three measurable outcomes
Clear decision rights
A named benefits owner
A strong executive foundation prevents misalignment later.
Day 2 : Process Owners
Map your top two end to end processes (e.g., Order to Cash, Procure to Pay).
Identify the five biggest breakdowns and quantify their impact in time, cost, and error rates.
This exposes where the real friction lives.
Day 3 : Finance Lead
Review:
Posting groups
Dimensions
Period close steps
Capture recurring exceptions and manual workarounds that slow down month-end or create reconciliation headaches.
Day 4 : Data Stewards
Evaluate master data quality across items, vendors, and customers:
completeness, duplication, correctness.
Log the top 20 defects and define simple validation rules to stop re-contamination.
Day 5 : Operations Lead
Conduct a 30 to 60 minute floor walk.
Watch how work actually flows. Note delays, rekeying, unclear handoffs, and operational pain points.
Prioritise the top three fixes.
Day 6 : IT / Platform Owner
Document:
Versions
Extensions
Integrations
Environments
Baseline technical performance: login times, posting times, picking times, key reports.
This reveals whether the issue is configuration, customization, or infrastructure.
Day 7 : PMO & Governance
Set up a RAID log (Risks, Assumptions, Issues, Dependencies).
Create a Go/No Go checklist that can be scored objectively.
Begin a benefits log aligned with Day 1 outcomes.
Day 8 : Security & Controls
Review:
Role-based access
Segregation of Duties (SoD)
Approval flows
Audit trails
List the top five risks and propose quick fixes.
Day 9 : Training & Adoption
Identify the five user tasks responsible for 80% of service tickets.
Create micro guides 2 to 3 slides or a 90 second screen recording for each.
Small training interventions dramatically reduce friction.
Day 10 : Hypercare Metrics
Measure and publish five weekly truth-metrics:
Order-cycle time
Pick accuracy
Posting errors
Backorders
Ticket SLA
These act as an early-warning system for operational health.
What You’ll Have in 2 Weeks
This diagnostic produces everything needed to stabilise operations and plan the next 60–90 days:
A one-page executive charter
Two process flow maps
A defects log
A scored Go/No-Go checklist
A simple KPI dashboard
All without buying a new ERP or starting a multi million dollar project.
Want the Full ERP Health Check Kit?
Contact us for more details and support.