AutoProbaho

Checklist

ERP readiness checklist: is your business prepared?

An ERP project succeeds or fails long before the first screen is built. Businesses that go in with clear processes, an owner for their data, a realistic budget and a management team that intends to use the system tend to go live smoothly; those that expect the software to fix unclear processes struggle. Use this checklist to see where you stand and what to prepare before you talk to any vendor or development partner.

Book a free consultation

Why readiness matters more than software choice

Most ERP disappointments trace back to preparation, not product. A team that cannot describe its purchase-to-pay flow in five steps will not be able to configure it in any system. Master data nobody owns will be imported dirty and stay dirty. A budget that covers licences but not training or migration runs out at the moment adoption is decided.

The items below are grouped into four areas — processes, data, people and budget, and management commitment. Work through them honestly with the people who will use the system, not only with the leadership team.

How to use this checklist

Tick each item only if it is true today, not if you plan to make it true. For every unticked item, note who will own it and by when. The list of unticked items becomes the preparation plan for the weeks before an ERP project starts — and a much better brief for any vendor or partner than a feature wish-list.

  • We can describe our five core processes (e.g. purchase-to-pay, order-to-cash, production, stock movement, month-end) in written steps
  • We know which of our processes are genuinely specific to our business and which are standard practice
  • We have listed the five operational problems that cost us the most today and who owns each one
  • We know which spreadsheets, registers and tools currently hold our stock, customer, supplier and financial data
  • One named person owns each master data set (items, customers, suppliers, chart of accounts)
  • We have an idea of how much cleaning our item, customer and supplier lists need before migration
  • We know how many people in which roles will need to use the system in year one and year three
  • Key staff — store-keeper, accountant, sales lead, production supervisor — have been asked what they need from a system
  • We have decided who on our side will make day-to-day project decisions and can commit time weekly
  • We have a budget range that covers software or build, implementation, data migration, training and support — not licences alone
  • We have identified local requirements the system must handle (VAT/Mushak, bKash/Nagad/bank reconciliation, Bengali screens, offline capture, buyer compliance documents)
  • We know which existing tools must stay and be integrated (accounting software, e-commerce, WhatsApp, banks)
  • We are prepared to start with one module and add others in phases rather than launching everything at once
  • Management has agreed that reports and approvals will run from the ERP, not from parallel spreadsheets or chats
  • We have a plan for the first weeks after go-live: who answers questions, how small fixes are logged and reviewed
  • We know who will own the system long-term — internally, through a partner, or both — including backups, access and support

Frequently asked questions

There is no pass mark. The checklist is meant to expose gaps early. If most process and management items are ticked and the data and budget items are in progress, you are in good shape. If the process items are unticked, invest in a process audit first — it is far cheaper than discovering the gaps mid-project.

Related solutions

Related services

Related industries

Case Studies

Want a second opinion on your readiness?

Book a free consultation. We will walk through this checklist with you, look at your current files and processes, and tell you honestly what to prepare — and whether an ERP is the right next step now.

Book a free consultation Open the consultation calendar