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 30–60 minute floor walk.
Watch how work actually flows. Note delays, re-keying, 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, customisation, 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—2–3 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.