ERP readiness assessment
Find out if you are ready for a new system before you buy one.
We look at how your business really runs, find the gaps that sink software projects, and tell you plainly whether to keep, fix, or replace what you have.
- Fee
- Fixed, quoted on the first call
- Duration
- 4 to 6 weeks
- Your time
- Kickoff + 2–3 hrs per owner
- Coverage
- Canada and the US
- Commissions
- None
Sound familiar?
- The numbers in the system and on the shelf rarely match
- Month-end means pulling reports together by hand
- One or two people hold the whole operation in their heads
- A software company wants you to sign, and nobody can say exactly what the system must do
How we help, in three steps.
Map how you really work
We talk to the people who do the work and write down your key processes in plain language.
Check your systems and data
We see where your current software helps, where it gets in the way, and which data you can trust.
Give you a straight answer
Keep, fix, or replace, with a clear plan for what to do first. Sometimes the answer is that you do not need new software yet.
What you get
Avoid buying the wrong fix
Sometimes the answer is that you do not need new software yet. That alone can save the whole budget.
Remove key-person risk
Know-how that lives in one or two heads gets written down and owned.
Walk into software demos in control
You shop with a clear list of needs, so change orders do not appear later.
Questions
Is this the same as the free assessment a software company offers?
No. A software company's assessment is part of its sales process. Ours is paid for by you, with no outcome decided in advance. We are paid the same whether you buy a system, fix the one you have, or do nothing.
What if we are not ready?
That is a useful answer, and a common one. You get a short list of what to fix first, and when you do go shopping, you go with a clear list of needs.
How much of our time does it take?
A kickoff with leadership, two to three hours with each process owner, and a final review. We do the writing.
What does it cost?
A fixed fee based on the size of your business. We cover it on the first call.
For your team, the detail:5 Signs Your Operations Aren't ScalablePre-ERP Readiness Plan: The Step Most Businesses Skip
Next step
Tell us what is making you ask.
A 45-minute call with an advisor. No pitch. By the end you will know whether an assessment makes sense for you.
Or call +1 365-773-2006