Free · 12 questions
ERP Readiness Checklist
Score yourself on strategy, process and data, people, technology and budget. Your score updates as you answer, and you do not need to give an email to see it.
Strategy and goals
1.1Have you defined clear business outcomes (efficiency, visibility, cost reduction)?
1.2Are KPIs measurable and agreed upon by leadership?
Process and data
2.1Are your core workflows (sales, purchasing, inventory, finance) documented?
2.2Is your data accurate, clean, and de-duplicated across systems?
2.3Do you know which reports and dashboards you need on day one?
People and change
3.1Have you assigned an internal project sponsor and key users?
3.2Are employees prepared for process changes and new tools?
3.3Do you have a realistic training and adoption plan?
Technology and integration
4.1Have you identified systems to integrate (CRM, e-commerce, POS, etc.)?
4.2Is your current IT environment cloud-ready and secure?
Budget and timeline
5.1Have you set a budget that includes data migration, training, and support, not just licenses?
5.2Have you aligned expectations for phase-by-phase go-live?
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