Is your business ready for an ERP?

Each answer contributes 0–3 points; the score is the share of the maximum (24). Risks and modules follow the rules listed here.

• Where does your business data live today? Mostly paper registers = 0 · Mostly Excel / Google Sheets = 1 · A mix of spreadsheets and small tools = 2 · One central system already = 3
• How many departments or locations share data? One team, one location = 3 · Two departments = 2 · Several departments = 1 · Several departments across sites = 0
• How complex is your inventory? No physical stock = 3 · Simple stock counts = 2 · Batches, lots or expiry dates = 1 · Production with bills of materials = 0
• How are approvals (purchases, discounts, leave) handled? Whoever is around decides = 0 · Verbally or over chat = 1 · Written, but not tracked = 2 · Defined roles and a tracked process = 3
• How long does a management report take? Weeks — data must be collected first = 0 · A few days = 1 · Next day = 2 · Available any time = 3
• How often is the same data typed twice? Constantly — every order or invoice = 0 · Often = 1 · Sometimes = 2 · Rarely = 3
• What software do you already run? None beyond spreadsheets = 1 · Accounting software = 2 · Several disconnected tools = 2 · An ERP or CRM that partly fits = 3
• How many systems would need to be connected? None = 3 · One (e.g. accounting) = 2 · Two or three = 1 · Four or more = 0