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.
Full Name
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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?<br>Score high if workflows are stable, optimized and tested - not just documented.
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Select an option
Strongly Disagree - Not in place
Rarely True - Early stages
Partially True - In progress
Mostly True - Nearly consistent
Strongly Agree - Fully Operational
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Process Documentation
Do you have accurate SOPs the implementation partner can follow?<br>Score high if SOPs reflect actual operations, are current and are role-level specific.
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Select an option
Strongly Disagree - Not in place
Rarely True - Early stages
Partially True - In progress
Mostly True - Nearly consistent
Strongly Agree - Fully Operational
This field is required.
Data Quality
Is your data report-ready or will you migrate 'garbage-in'?<br>Score high if data has been audited, cleaned and validated against business rules.
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Select an option
Strongly Disagree - Not in place
Rarely True - Early stages
Partially True - In progress
Mostly True - Nearly consistent
Strongly Agree - Fully Operational
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Org Change Readiness
Is there a structured plan to build user adoption and confidence?<br>Score high if a change management workstream exists with named owners and a communications cadence.
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Select an option
Strongly Disagree - Not in place
Rarely True - Early stages
Partially True - In progress
Mostly True - Nearly consistent
Strongly Agree - Fully Operational
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Operational Alignment
Does the proposed system configuration match real-world operations?<br>Score high if business process owners have validated the design against actual workflows.
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Select an option
Strongly Disagree - Not in place
Rarely True - Early stages
Partially True - In progress
Mostly True - Nearly consistent
Strongly Agree - Fully Operational
This field is required.
ERP Transition Readiness Score ( __ of 25)
Click submit to review your score interpretation.
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