ERP Readiness Assessment Checklist Form
Assess your organization’s readiness for an ERP implementation by reviewing processes, data, systems, priorities, and project planning. Complete the checklist to identify strengths, gaps, and next steps.
ERP Readiness Overview
Organization / Company Name
*
Primary Contact Name
*
First Name
Middle Name
Last Name
Role / Title
*
Email Address
*
example@example.com
Current ERP Status
*
Planning
Evaluating Vendors
Implementing
Live
Optimizing
Main ERP Goal / Objective
Key Business Areas in Scope
*
Finance
Procurement
Inventory
Sales
Manufacturing
Human Resources
Customer Service
Other
Process, Data, and Systems Readiness
Process, data, and systems readiness assessment
*
Rows
Not Ready
Somewhat Ready
Ready
Fully Ready
Process standardization
1
2
3
4
Data cleanliness
5
6
7
8
Master data ownership
9
10
11
12
Integration needs identified
13
14
15
16
Reporting and analytics readiness
17
18
19
20
User access and governance
21
22
23
24
Current system pain points
Manual workarounds
Duplicate data entry
Slow performance
Frequent errors
Limited visibility into data
Difficult reporting
Poor user adoption
Other
Systems that must integrate with ERP
CRM
HRIS
Payroll
WMS
MES
E-commerce platform
BI/Reporting tool
Supplier portal
Other
Primary owner for master data
Key data quality issues
Known integration gaps or dependencies
Reporting and analytics readiness notes
User access and governance notes
Overall operational readiness
*
1
2
3
4
5
Project Planning and Priorities
Desired Go-Live Target
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Budget Readiness
*
Fully approved
Partially approved
Pending approval
Not yet discussed
Implementation Timing
*
Please Select
Immediate
Within 3 months
Within 6 months
Within 12 months
More than 12 months
Not determined yet
Top Priorities
*
Go-live on schedule
Data migration
Process standardization
System integration
User training and change management
Reporting and analytics
Other
Additional Notes or Concerns
Overall Readiness Score
Low readiness
1
2
3
4
5
6
7
8
9
High readiness
10
1 is Low readiness, 10 is High readiness
Submit Assessment
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