ERP Transition Readiness Assessment

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ERP Transition Readiness Assessment Scorecard

Ensure your ERP investment pays back instead of causing disruption.

ERP failures are almost always a people and process problem, not a technology problem. This scorecard is engineered to help you reach an 80%+ readiness score before your Go-Live date, protecting your investment and your team from costly disruption.

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Company Name *

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Role/Title *

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Email Address *

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How to score:

For each of the 5 dimensions, select the appropriate response from the drop-down menu. (Low = 1 Not in place/High = 5 Fully Operational)

Systems & Workflows

Are current workflows ready to be digitized or broken today? Score high if workflows are stable, optimized and tested - not just documented. *

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Process Documentation

Do you have accurate SOPs the implementation partner can follow? Score high if SOPs reflect actual operations, are current and are role-level specific. *

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Data Quality

Is your data report-ready or will you migrate 'garbage-in'? Score high if data has been audited, cleaned and validated against business rules. *

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Org Change Readiness

Is there a structured plan to build user adoption and confidence? Score high if a change management workstream exists with named owners and a communications cadence. *

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Operational Alignment

Does the proposed system configuration match real-world operations? Score high if business process owners have validated the design against actual workflows. *

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ERP Transition Readiness Score ( __ of 25)

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