ERP Needs Assessment Form
Evaluate your organization's ERP requirements and current system landscape to inform future decisions.
What is your organization's current ERP or business management solution?
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How satisfied are you with your current ERP or business management solution?
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1
2
3
4
5
Which of the following areas does your current system support? (Select all that apply)
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Finance & Accounting
Inventory Management
Sales & CRM
Human Resources
Manufacturing
Procurement
Other
Please rate the importance of the following features for your future ERP solution.
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Rows
Not Important
Somewhat Important
Important
Very Important
Real-time Reporting
1
2
3
4
Cloud Accessibility
5
6
7
8
Mobile Access
9
10
11
12
Third-party Integrations
13
14
15
16
Customization
17
18
19
20
What are the top pain points or challenges with your current system?
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How many users will need access to the new ERP system?
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Please Select
1-10
11-50
51-200
201-500
501+
Which best describes your organization's readiness for an ERP upgrade or implementation?
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Actively seeking a new solution
Exploring options
Interested but not urgent
Not considering at this time
How would you rate your organization’s overall digital maturity?
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Low
1
2
3
4
High
5
1 is Low, 5 is High
Please indicate your top three priorities for a new ERP system.
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Cost Efficiency
Ease of Use
Scalability
Advanced Analytics
Industry-specific Features
Integration Capabilities
Other
Is there anything else you want to share about your ERP needs or expectations?
Submit Assessment
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