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FREE | ERP Readiness Assessment

FREE | ERP Readiness Checklist

Is your organization ready for an ERP transformation?

Select the option that best reflects your current state for each item.

Get results instantly. No personal information or input required.

Scoring Key:

  • 3 Points: Yes, fully/well-defined
  • 1 Point: Partially/In Progress
  • 0 Points: No, not defined/Unsure

1. Strategy & 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 & 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 1?

3. People & 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 & 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 & 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?

Request a Readiness Conversation


No software pitch. No obligation. Clarity only.


We’ll discuss:

• Where you are in your journey

• What’s driving the change now

• Whether ERP Readiness is the right next step or not


If it’s not a fit, I’ll tell you.


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