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Free Assessment · 3 Minutes

ERP Readiness Assessment

Answer 15 questions to assess where you stand and determine whether you really need the system. Leave all your confusion behind by setting 3 priorities and assigning scores.

Benchmarked against 500+ D365 deployments
Takes under 3 minutes
Confidential — results to you only

    Step 1 of 7 Strategic & Leadership
    01 · Strategic & Leadership Readiness

    How aligned is your leadership?

    ERP projects without executive ownership fail at 3x the rate. Rate each statement honestly — this is diagnostic, not a test.

    Q1
    Executive sponsorship (CEO, CFO, or COO) is committed to the ERP project
    Q2
    A business case with measurable ROI targets is documented and approved
    Q3
    Board or executive approval for the full project budget (including contingency) is secured
    Please answer all 3 questions before continuing.
    02 · Process & Operations Readiness

    How mature are your processes?

    Tribal knowledge doesn't survive a system change. The best ERP configuration can't save a broken process.

    Q4
    Core business processes (order-to-cash, procure-to-pay) are documented and standardized
    Q5
    Process owners and subject-matter experts are identified for each functional area
    Q6
    Current-state and future-state processes have been mapped
    Please answer all 3 questions before continuing.
    03 · Data Readiness

    How clean is your data?

    Dirty source data doubles migration time and is the #1 cause of go-live delays.

    Q7
    A single source of truth exists for customer, vendor, and product master data
    Q8
    Core data has been audited for accuracy, completeness, and duplicates
    Q9
    A documented data migration plan exists (what to move, clean, archive)
    Please answer all 3 questions before continuing.
    04 · Technology Infrastructure

    Is your tech stack ready?

    Modern ERPs are cloud-native and integration-heavy. Unresolved infrastructure questions will delay kickoff.

    Q10
    IT infrastructure is cloud-ready, or a clear cloud / hybrid strategy is defined
    Q11
    Integration requirements for existing systems (CRM, eCommerce, WMS, payment) are documented
    Q12
    Internal IT capacity is confirmed, or an implementation partner is lined up
    Please answer all 3 questions before continuing.
    05 · People & Change Readiness

    Is your team ready for the change?

    The best-configured ERP fails if people don't adopt it. Change management is not training — it's managing the human side of the shift.

    Q13
    Internal champions are identified across departments to drive adoption
    Q14
    A formal change management plan and communication strategy exists
    Q15
    Dedicated budget and time is allocated for comprehensive user training
    Please answer all 3 questions before continuing.
    06 · Almost Done

    Where should we send your readiness report?

    Your personalized readiness score and top-3 priorities will appear on the next screen. We'll also email you a PDF copy to share with your team.

    Your information is kept confidential. We'll only use it to send your assessment and follow up if you request a consultation. No spam — ever.

    Please fill in name, a valid email, and a valid phone.
    Why Readiness Matters

    Most ERP failures are readiness failures

    An ERP failure results from a readiness failure, as enterprises don't assess what they need and end up selecting the wrong solution.

    55%
    Gartner · 2024

    Miss scope, schedule, or budget

    The implementation fails to meet the budget, scope, or schedule because it does not follow the plan.

    23%
    KPMG · 2023

    Declared outright failures

    The project does not reach compilation and ultimately leads you back to the legacy system.

    8×
    Post-mortem analysis

    Cost of fixing gaps post-go-live

    Trying to fill the gaps after going live costs you more than 8 times as much.

    3–6 mo
    Industry average

    Ideal readiness runway

    Setting the foundation strong 3 months prior will result in faster go-live.

    The 5 Dimensions

    What we assess — and why it matters

    We ensure readiness through 5 capability parameters and don't compromise on any of them to ensure successful implementation.

    01

    Strategic & Leadership

    Executive sponsorship and strategic planning save the project from failure.

    Biggest risk: scope drift
    02

    Process & Operations

    The standardization of processes with proper documentation for operational risk management.

    Biggest risk: over-customization
    03

    Data Readiness

    A proper migration plan to avoid the mess of bad data.

    Biggest risk: delayed go-live
    04

    Technology Infrastructure

    Cloud-first technology requires a modern approach and partner expertise for a successful implementation.

    Biggest risk: kickoff delay
    05

    People & Change

    Taking change management seriously to mitigate resistance from people, as it's the biggest risk for a business.

    Biggest risk: low user adoption
    Pre-Implementation Checklist

    12 things to have in place before ERP kickoff

    We have set up an ERP readiness assessment checklist to approve your project, and we strictly abide by it.

    Named executive sponsor (CEO, CFO, or COO)
    Documented business case with ROI targets
    Approved project budget with 15–20% contingency
    Steering committee meeting cadence defined
    Process owners named for each functional area
    Current-state process documentation complete
    Master data audit complete (customers, vendors, items)
    Data migration scope defined (move / clean / archive)
    Integration inventory with data flows documented
    Cloud / hybrid deployment strategy agreed
    Internal project team capacity confirmed
    Change management plan and budget approved
    What We See

    Three common gaps that derail projects

    Analyze the 3 hidden gaps mentioned below and, if you find them, consult our experts.

    Pattern · Data

    The Data Surprise

    If a company uses 4 different sources for customer data, the data needs to be cleaned, as messy data can disrupt the entire system. Separate billing CRM and spreadsheet will create chaos during data migration to the new system.

    Lesson
    The solution is to audit data before migration.
    Pattern · People

    The Missing Champion

    Another instance occurred when a professional services firm implemented the system but lacked departmental champions to train the rest of the team. Turns out Excel was still being used for data extraction and reporting.

    Lesson
    Departmental champions are needed to manage change.
    Pattern · Technology

    The Cloud Decision Deferred

    A distribution business failed a Business Central implementation because they couldn't decide between on-premises and cloud. The result was an abandoned project, and the project restarted with a new infrastructure strategy after wasting eight weeks.

    Lesson
    Decide on the infrastructure strategy, then proceed to system selection.
    Frequently Asked

    Questions about ERP readiness

    The readiness score comes from assessing: Strategic alignment, Process maturity, Data quality, Technology infrastructure and Change management.
    The ERP implementation readiness assessment doesn't take long; you just need to answer 15 questions and complete it in 2 to 3 minutes.
    If you get a low score, you should not proceed with implementing the ERP system. The assessment is based on the top 3 priorities that help you understand where you stand, saving you from unnecessary spending.
    The assessment is a general one used by many ERP platforms, including Microsoft, SAP, NetSuite, etc.
    The ERP readiness assessment must be conducted by key stakeholders, including CFOs, COOs, CIOs, VPs of Operations, and project sponsors, following a meeting with the finance, IT, and operations leads.
    The readiness gives you the go-ahead to start, and then you can proceed with cost planning by exploring our cost calculator.
    Next Step

    Not sure where you stand? We'll help you figure it out

    Our D365 team runs 90-minute readiness workshops for mid-market and enterprise organizations evaluating an ERP move. No pitch, no commitment — just a clearer picture of what's ahead.