Know exactly where your company stands before committing to an ERP implementation. Score your readiness across four critical categories and get an instant, honest report.
Most ERP failures trace back to gaps in one of these four areas — identified too late, after the contract is already signed.
Item master accuracy, inventory record integrity, BOM completeness, supplier and customer data. Garbage in, garbage out — especially in ERP.
How well-defined and consistently followed are your order management, inventory, purchasing, production, and reporting processes?
Executive sponsorship, project team capacity, user readiness, and organizational change plan. People problems kill more ERP projects than software problems.
Hardware, network, security, IT support capacity, and data migration readiness. Technical gaps that surface at go-live are expensive to fix.
Instructions, Dashboard, four assessment tabs, and a built-in Action Plan tracker — all in one file.
Scored 1–5 with dropdown inputs. No formulas to edit — just answer and review your output.
Overall readiness percentage and per-category breakdown calculate automatically from your inputs.
Each category auto-flags as Ready, Conditional, At Risk, or Not Ready based on your score.
20-row tracker for documenting gaps, assigning owners, and setting target completion dates.
Clean layout designed for executive review. Print-ready with professional formatting throughout.
The workbook gives you a clear readiness rating — not a vague "you might be ready." You'll know what to fix before you spend a dollar on software.
Need consulting support after your assessment? Contact us →
This workbook was designed by an independent ERP consultant with 12+ years of hands-on experience in manufacturing and distribution. The questions come from real implementation assessments — not a vendor checklist designed to make you look ready when you're not. If your score reveals gaps, Process Foundry offers consulting engagements to help you address them before your project starts.