1. How would you describe your current financial reporting process?
Mostly manual spreadsheets (1)Mix of spreadsheets and software (2)Mostly automated but slow (3)Real-time with minor gaps (4)Fully automated and accurate (5)
2. How clean is your existing data (customers, vendors, inventory)?
Very messy, inconsistent (1)Some cleaning needed (2)Mostly clean, minor issues (3)Clean with documented exceptions (4)Fully clean and standardized (5)
3. How aligned is your leadership on the ERP project?
No alignment yet (1)Awareness but no commitment (2)Agreement in principle (3)Executive sponsor assigned (4)Full executive buy-in and budget (5)
4. How large is your internal IT capacity for this project?
No IT staff (1)1 person, partly available (2)Small team, limited capacity (3)Dedicated IT resource available (4)Strong internal IT team (5)
5. What is your timeline pressure?
Must go live in under 3 months (1)4-6 month timeline (2)6-9 month timeline (3)9-12 month timeline (4)Flexible, quality over speed (5)
6. How documented are your current business processes?
Largely undocumented (1)Some SOPs exist (2)Key processes documented (3)Most processes documented (4)Fully documented and current (5)
7. What is your current pain level with your existing system?
We manage fine (1)Minor frustrations (2)Noticeable bottlenecks (3)Significant operational pain (4)Crisis mode, need to change now (5)
8. How experienced is your team with ERP projects?
No prior ERP experience (1)Saw one implementation (2)Participated in one (3)Led part of one (4)Led multiple ERP projects (5)
9. Is your chart of accounts and financial structure stable?
Major restructuring underway (1)Significant changes expected (2)Minor changes expected (3)Mostly stable (4)Locked and final (5)
10. How strong is your change management readiness?
Strong internal resistance expected (1)Some skepticism in key areas (2)Neutral, needs convincing (3)Generally open to change (4)Culture fully embraces change (5)