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FREE | ERP Readiness Assessment — Metadata Advisory

FREE | ERP Readiness Checklist

Is your organization ready for an ERP transformation? Select the option that best reflects your current state. Results are instant.

3 pts — Fully defined
1 pt — Partially / in progress
0 pts — Not defined / unsure
1. Strategy and goals

1.1 Have you defined clear business outcomes (efficiency, visibility, cost reduction)?

1.2 Are KPIs measurable and agreed upon by leadership?

2. Process and data

2.1 Are your core workflows (sales, purchasing, inventory, finance) documented?

2.2 Is your data accurate, clean, and de-duplicated across systems?

2.3 Do you know which reports and dashboards you need on day one?

3. People and change

3.1 Have you assigned an internal project sponsor and key users?

3.2 Are employees prepared for process changes and new tools?

3.3 Do you have a realistic training and adoption plan?

4. Technology and integration

4.1 Have you identified systems to integrate (CRM, e-commerce, POS, etc.)?

4.2 Is your current IT environment cloud-ready and secure?

5. Budget and timeline

5.1 Have you set a budget that includes data migration, training, and support — not just licenses?

5.2 Have you aligned expectations for phase-by-phase go-live?

Please answer all 12 questions before viewing your results.

Your Advisor Has Been on Both Sides of the Table

Since 2006, I have worked on both sides of the ERP equation, inside vendor organizations and alongside client teams. That experience taught me something most businesses learn the hard way: the moment you let a vendor lead your assessment, the outcome is already decided.

I founded Metadata Advisory to give mid-market manufacturers in Canada something they rarely get, an honest, structured, independent perspective before the contracts are signed, the scope is frozen, and the money is committed.

My work is straightforward. I sit on the client side. I map the processes. I write the RFP. I keep vendors honest. The goal is simple: make sure you do not get buried in customizations and surprises after go-live.

  • Certified Business Analysis Professional ( CBAP ).
  • Advanced Certified ScrumMaster ( A-CSM )
  • MBCS - Professional Member of the Chartered Institute for I.T.
  • PMI® CERTIFIED MEMBER, Project Management Institute
  • Member of CIPS Ontario - Ontario's Association of Information Technology Professionals.
  • Microsoft Certified Systems Engineer: Windows Server 2003 (MCSE)
  • IIBA® Member & Essential Training Partner

FATEH ALNAEB

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