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ERP Readiness Assessment

ERP Readiness Checklist

Is your organization ready for an ERP transformation?

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

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?

Need a Partner for Transformation ?


Metadata Computer Systems. independent ERP and digital-transformation consultants based here in Ontario. We help growing companies modernize their operations by defining the right processes, choosing the right technology, and implementing ERP systems the right way — without vendor bias. Our role is to make sure ERP projects deliver measurable value, not surprises. 


In short: we bridge the gap between business goals and technology execution.

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