Services · ERP Readiness
ERP Readiness Assessment
A one-week independent assessment of whether your business is ready for ERP — stakeholders, master data, roles and permissions, workflows and departmental champions — before configuration begins.
Readiness: on track for success
What we assess
- Stakeholder alignment across Finance, Supply Chain and the business.
- Master data quality, with examples covering normal business and edge cases.
- Personas and the read/write/create/amend/cancel/submit/reporting/sharing matrix.
- Workflow definitions, overrides, exceptions and escalation rules.
- Departmental champions and the go-live ownership model.
- Reporting requirements and the data needed to meet them.
How the assessment works
We spend about one week with your team: a kick-off, stakeholder interviews, data and workflow reviews, and a working session on personas and champions. You get a findings report and a prioritised readiness plan before configuration starts.
What you get
- A readiness scorecard with red/amber/green findings.
- A master-data clean-up list and five-example test pack.
- A persona and permission blueprint.
- A written workflow and hand-off pack.
- A champion plan and a prioritised remediation roadmap.
Who this is for
- Companies planning a new ERP implementation.
- Groups whose ERP project has stalled or is about to start configuration.
- CFOs and COOs who want an independent view before committing budget.
- Teams that have inherited an ERP and need to reset the foundations.
Why an independent assessment
An implementation partner is incentivised to start building. An independent readiness assessment tells you what to fix first — even if that means delaying configuration. It is the cheapest point in the programme to find the gaps.
Frequently Asked Questions
How long does the assessment take?
Typically about one week, depending on the number of departments, data domains and stakeholders.
Do you need access to our systems?
We need access to the people, sample data and current process documentation. We do not need to change your systems.
What happens after the assessment?
You receive a findings report and a prioritised readiness plan. You can act on it internally or ask us to run the remediation and implementation.
Is this only for new ERP projects?
No. It is also useful for stalled projects, inherited systems and groups about to start configuration.
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