ERP Readiness Assessment
Most ERP problems start before the project does. I assess whether your processes, data and people are ready, so you fix the gaps before you spend on licenses and implementation.
Who it's for
- Companies planning to replace an old or unsupported system
- Businesses that have outgrown spreadsheets or a basic accounting package
- Owners who want an independent view before talking to vendors
What's included
- Review of current systems and how they are used
- Data quality check on customers, items, suppliers and balances
- Process mapping for finance, sales, purchasing and inventory
- Assessment of team capacity and skills
- Budget and timeline reality check
What you receive
Readiness report and score
Data clean-up priorities
Action plan before selection
How it works
Interview
Meet management and key users across departments.
Review
Examine systems, data and current processes.
Assess
Score readiness and identify risks.
Report
Present findings and a clear action plan.
Frequently asked questions
When should we do a readiness assessment?
Before you contact ERP vendors. It gives you a clear picture of your needs and makes the selection faster and safer.
What if we are already talking to vendors?
It is not too late. The assessment can run alongside early conversations and help you ask vendors the right questions.
Related services
Let's talk
Not sure where to start? That's what the first call is for.
Tell me about your business and what you want to achieve with AI or your systems, and we'll agree on a sensible first step.
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