Free Resource

ERP Readiness Checklist

A self-assessment checklist across finance, inventory, sales, purchasing, operations, and IT.

Go through each item and note whether it describes your current state. The more items that don't hold true today, the more likely a connected system will make a real difference for you.

Finance & Accounting

You have a single chart of accounts across all branches or entities.
You can close your books within a defined number of days after month-end.
Expense and purchase approvals are documented and enforced consistently.
Bank statements are reconciled against your books on a regular schedule.

Inventory & Warehouse

You have one real-time view of stock across every location.
Batch, serial number, or expiry tracking is in place where it's relevant.
Reorder levels are defined for your key items.
You can trace a stock discrepancy back to where it happened.

Sales & Customer Management

Customer and pricing data is centralized, not scattered across spreadsheets.
Your team can check order status without calling another department.
You have a documented order-to-cash process.

Purchasing & Vendors

Purchase requests, approvals, and orders are tracked in one place.
You have visibility into outstanding vendor commitments.

Operations & Reporting

Leadership can get an accurate operational report without manual compilation.
Key processes are documented, not dependent on one person's memory.

IT & Data

You have a plan for migrating historical data if you switch systems.
Your current system can integrate with the other tools you use.

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