Free ERP Readiness Checklist
Find the gaps before you choose an ERP. 52 practical questions across 9 areas, written for distributors and manufacturers considering Microsoft Dynamics 365 Business Central.
Get your team aligned before the first workshop
- Spot gaps early. Mark each question Yes, Partly or No and see where decisions are missing.
- Get everyone involved. Finance, sales, purchasing, warehouse and IT each have their own section.
- Have a better first conversation. Bring it to your assessment and spend the time on what matters.
Fillable PDF, 6 pages, US Letter. Fill it in on screen or print it. No email required.
Nine areas every ERP project depends on
Business goals and ownership
Why you need to change, the outcomes you expect and who makes decisions.
Current systems and processes
What you use today, what stays and where spreadsheets fill the gaps.
Finance and reporting
Chart of accounts, approvals, month-end close, tax and historical data.
Inventory, purchasing and sales
Item data, costing, replenishment, pricing and traceability.
Warehouse and fulfillment
Receiving to shipping, scanning, bins, carriers and 3PLs.
Manufacturing and service
BOMs, routings, production, quality and service work.
Data, integrations and technology
Data quality, ecommerce, EDI, CRM and security.
People and change
Workshops, testing, training and keeping your team informed.
Budget, timeline and scope
Costs, realistic dates, priorities and support after go-live.
It ends with a readiness summary, your top five open questions and what a good assessment should cover.
Three steps
Download
Save the PDF and share it with the people who run each area.
Fill it in
Tick Yes, Partly or No and note owners and open questions.
Talk it through
Bring it to a free 30-minute assessment and we’ll go through the gaps together.
Bring your checklist to a free assessment
Pick a time for a 30-minute call. We’ll go through your answers and tell you honestly whether Business Central fits.