Do you feel that you’ve outgrown your legacy accounting or Enterprise Resource Planning (ERP) system? Are your team members telling you that they’re keeping track of inventory (and a bunch of other things) in spreadsheets? Do you see your competitors streamlining their operations and pulling ahead of you?

Are you concerned about?

  • How much time and resource will it take to implement a new ERP system to manage your business?
  • What kind of investment is required for an ERP implementation and what return on that investment is possible?
  • What is the risk of an implementation project failing or a new system not fitting well with current / future business operations? What is the risk of not doing anything?

Are you struggling with:

  • A legacy system that is very old for which updates are infrequent
  • The lack of Inventory transparency, inventory is currently tracked in spreadsheets
  • Internally-developed custom software solutions that become outdated quickly
  • The lack of a unified view of the business
  • The lack of system-generated material planning
  • Wasted time and effort spent in manual data entry

Why choose to do an ERP Readiness Audit?

Simply put, it can provide:
  • Clarity about whether and a modern cloud-based ERP system is right for your company
  • Confidence that the value of an ERP implementation will outweigh its cost
  • An understanding of the time it will take to put a new ERP system in place
  • A realistic assessment of the probability of success of the project

What is an ERP Readiness Audit?

An ERP Readiness audit is an assessment of the practicality of migrating from a legacy ERP or accounting system to a modern cloud-based ERP solution. In general, an ERP Readiness Audit precedes software selection, technical development and project implementation. The primary criteria to judge ERP Readiness are:
  • Feasibility of the client investment of time, resources and cost to implement a new system
  • The value to be captured by streamlining critical business management processes
  • Assessing the organization’s change management processes and propensity to adopt new technology
An ERP Readiness Audit evaluates the project’s potential for success; therefore, credibility is an critical factor. It must be conducted using an objective, unbiased approach in order to provide information with which sound business decisions can be made.

How is an ERP Readiness Audit conducted?

SSG follows a well-defined process to conduct an ERP Readiness Audit:
  1. Deploy questionnaires and conduct interviews with key client personnel
  2. Take inventory of current systems, software, and document their use
  3. Map current business processes
  4. Identify and document requirements and pain points
  5. Conduct team sessions for change agents, leaders and internal customers
  6. Identify business objectives and tactical goals
  7. Analyze processes
  8. Identify key metrics
  9. Identify key systems
  10. Deliver:
    • Findings document
    • Requirements definition
    • Recommendations
    • High-level project plan

Frequently Asked Questions (FAQ)

Answer: If one or more of the following is true, you’re ready:
  • You’re concerned about having too much (or worse too little) inventory
  • You’re anxious about the lack of financial control or operational visibility
  • You’re frustrated with wasted time and effort spent on manual tasks
Answer: About 4 weeks. A typical schedule looks like this:
  • Week 1 – Begin discovery and analysis
  • Week 2 – Capture survey responses, conduct interviews
  • Week 3 – 4 Develop and deliver findings document, requirements definition, recommendations, and executive presentation
Answer: For many clients, we can conduct an ERP Readiness for a fixed fee of $10,500.

The clock is ticking. Every minute you delay is costing you money. To learn more, please call (310) 539-4645 or click here to schedule a time to speak with one of our experienced consultants.