ERP Transition Readiness Assessment

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ERP Transition Readiness Assessment Scorecard

Ensure your ERP investment pays back instead of causing disruptions

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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Work Email *

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Company Size *

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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

Our current workflows are stable, optimized and tested, and are ready to be digitized as they are. Score high if workflows are not broken today and do not need redesign before configuration. *

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Process Documentation

We have accurate, current, role-specific SOPs that an implementation partner could follow without needing to interpret them. Score high if SOPs reflect actual operations today, not how work is supposed to happen *

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Data Quality

Our data has been audited, cleaned and validated against business rules, and is ready to migrate as it stands. Score high if there are no known duplicates, no inconsistent formats, no missing critical fields *

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Org Change Readiness

A structured change management workstream exists, with named owners, a communications cadence and a training plan. Score high if adoption has a budget and an owner. It is not an afterthought. *

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Operational Alignment

Business process owners have validated the proposed system configuration against how work actually happens on the floor. Score high if process owners have walked the configuration against real workflows and signed off *

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ERP Transition Readiness Score ( __ of 25)

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