ERP Readiness Assessment Checklist

You know that implementing ERP before you're ready can run the risk of added time, cost and stress. So, how do you know if you're ready for ERP?
Use this 30-question assessment to evaluate the various factors of ERP readiness and determine if:
ERP can address the issues your business is facing
ERP can address the issues your business is facing
ERP is the right solution now
ERP is the right solution now
Your company is ready to embrace the change
Your company is ready to embrace the change

Man reading on a tablet

What is ERP readiness—and why should you care?

Choosing the right ERP software is only half the battle.

The real challenge? Making sure your business is ready to implement it successfully. ERP readiness means having the financial, technological and cultural foundation to navigate this change.

Based on the 7S framework

This checklist is built around the proven McKinsey 7S Model, adapted specifically for ERP.
It guides you through key categories:

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Strategy

Your why for implementing ERP
Strategy
ERP Icon

Structure

How your business configuration may change with ERP
Structure
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Systems

The technology and daily procedures that are impacted by ERP
Systems
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Style

How ERP will change the way you do things
Style
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Staff

How you’ll engage your team in the ERP project
Staff
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Skills

What skills you need to implement and support the system
Skills
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Shared Values

How to align the business on the value of ERP
Shared Values 
TESTIMONIALS

Hear it from our customers

We need to keep evolving. We do that together with ProjectLine—it's now a team. As we face new challenges in our business, they're along with us to help solve those challenges.
Aircom Instrumentation
Alberta
Whether it’s their support team solving problems of the end user, their technical team migrating a new database or their sales team discussing an ERP implementation, ProjectLine has always been a pleasure to work with.
Casey's Creative Kicthens
Ontario
ProjectLine helped us bring all of our teams together quite quickly, kept things very simple for us and helped us onboard the system in bite-size pieces so it actually felt manageable.
Lumenix
Ontario

Who is this checklist designed for?

This checklist is perfect for growing business that are:

  • Exploring an ERP implementation in the future
  • Frustrated by disconnected systems
  • Preparing to scale and want to avoid costly mistakes

Whether you’re in operations, finance, IT or executive leadership, this tool will help you prepare for your ERP journey.

Get Your Copy
ERP-Readiness-Assessment-Ebook 
MORE RESOURCES

Check out these articles to guide your ERP journey…

5 Essential Steps to Selecting the Right ERP
How to Select an ERP System: 5 Checkmarks - List of Best Practices
Selecting ERP
5 Essential Steps to Selecting the Right ERP
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7 Steps for a Successful ERP Implementation Project
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Implementing ERP
7 Steps for a Successful ERP Implementation Project
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ERP Funding for Canadian Businesses
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Selecting ERP
ERP Funding for Canadian Businesses
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