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 points for fully defined, 1 for partially in progress, 0 for not defined or 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?
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Your advisor has been on both sides of the table
Since 2006, Fateh AlNaeb has worked on both sides of the ERP equation, inside vendor organizations and alongside client teams. That experience taught him something most businesses learn the hard way: the moment you let a vendor lead your assessment, the outcome is already decided.
Fateh AlNaeb 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.
- Certified Business Analysis Professional (CBAP)
- Advanced Certified ScrumMaster (A-CSM)
- MBCS, Professional Member of the Chartered Institute for IT
- 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