Our leadership team has a clear 3–5 year growth strategy.*

We understand how our ERP system supports or limits that strategy.*

We have evaluated whether to modernize, maintain, or replace our ERP.

Technology decisions are driven by business outcomes, not just IT needs.

There is a clear sense of urgency to improve our current systems.

We can produce accurate financial reports quickly and consistently.

Month-end close is efficient and predictable.

We trust the data used for financial and operational decisions.

We have real-time visibility into key metrics.

Manual reconciliation is minimal.

Our current system is limiting growth.

Reporting and data visibility are major challenges.

We are managing increasing complexity.

System limitations are creating operational risk.

A modern ERP could significantly improve performance.

Inventory visibility is real-time and accurate across locations.

Teams follow consistent workflows across departments.

We rely heavily on spreadsheets or manual workarounds.

Warehouse and fulfillment processes are efficient and consistent.

Operational bottlenecks are easily identified and addressed.

The system lacks industry-specific functionality we need.

Our ERP system meets current business requirements.

Customizing processes requires significant technical expertise or consultant support.

Data is clean, consistent, and reliable.

Reporting tools meet business needs without heavy customization.

Leadership supports change and innovation.

Teams are open to improving how work gets done.

There is alignment across departments on priorities.

We communicate change effectively

The organization is not overwhelmed by other major initiatives.

We have internal ownership for systems and process improvement.

Key stakeholders are engaged in system-related decisions.

Teams are capable of adopting new tools and workflows.

Training is prioritized and supported.

IT / data skills are sufficient for future needs.

Budget is available for ERP-related improvements.

Leadership understands total cost of implementation and support.

We can dedicate internal resources to a project.

We understand the ROI of improving our ERP environment.

Post-implementation support is planned for.