What you get
- 35-point readiness scorecard across finance, operations, IT, and leadership
- Risk profile matrix mapped to common ERP failure patterns
- Action checklist of work to complete before issuing an RFP
- Executive summary template you can share with your leadership team
Why it matters
Most ERP failures begin long before software selection. They begin with organizations that started the project before they were ready. This assessment helps you find the gaps while they are still inexpensive to fix.
Inside the resource
Business case and executive sponsorship
Process documentation and ownership
Master data quality and stewardship
Finance close, controls, and reporting maturity
Operations, inventory, and supply chain readiness
IT architecture, security, and integration landscape
Change management and training capacity
Budget, timeline, and governance discipline
Built for
CFOs evaluating ERP modernization
Controllers leading finance transformation
CIOs and IT Directors scoping ERP initiatives
Operations leaders preparing for system change
Other executive resources
Free download
ERP Selection Checklist
A structured framework for evaluating ERP platforms and partners — including Sage X3, NetSuite, Acumatica, Dynamics 365, SAP S/4HANA, Epicor, and Infor — used by mid-market organizations across North America and the Caribbean.
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ERP Modernization Guide
An executive guide for organizations running legacy ERP, QuickBooks, spreadsheets, or disconnected systems — covering when to modernize, what to modernize first, and how to sequence the work without disrupting operations.
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