ERP READINESS SCORECARD

Answer each statement using a 1–5 scale

1 = Strongly Disagree

2 = Disagree

3 = Neutral / Inconsistent

4 = Agree

5 = Strongly Agree

Answer based on how things run today, not how you want them to work.

 

Answer each statement using a 1–5 scale:

  • 1 = Strongly Disagree
  • 2 = Disagree
  • 3 = Neutral / Inconsistent
  • 4 = Agree
  • 5 = Strongly Agree

Answer based on how things run today, not how you want them to work.

⚠️ Please answer all 20 questions before calculating your score.

1️⃣ Operational Visibility

We have real-time visibility into inventory levels that we trust.

Production status is updated consistently and accurately.

Leadership can see current operational KPIs without requesting reports.

We can quickly identify bottlenecks or delays in production.

2️⃣ System Fragmentation

Our ERP is the primary system of record for operations and finance.

We do not rely on spreadsheets to manage critical processes.

Data flows automatically between departments without manual re-entry.

Different teams see the same numbers when reviewing performance.

3️⃣ Scalability Without Headcount

We can increase order volume without adding proportional staff.

Finance processes (AR/AP, reporting) scale without manual workarounds.

Operational growth does not significantly increase administrative effort.

Our systems support growth rather than slowing it down.

4️⃣ Fulfillment & Customer Experience

We can accurately commit to delivery dates.

Order status and shipment tracking are easy to access internally.

Fulfillment timelines are predictable and consistent.

Customer service has immediate access to order and shipment information.

5️⃣ Technology & Adoption Risk

Our systems are easy for new employees to learn and use.

We do not depend on one or two individuals to run key processes.

We do not require an internal IT team to keep systems running.

Employees generally trust and use the systems provided.