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The questions to answer before you start an ERP project — so you begin from a position of strength, not surprises.
19 checks · 6 sections
Most ERP projects that struggle didn't fail during the build — they were under-prepared before it. Work through this checklist before you sign anything. The more of it you can confidently answer yes to, the smoother and cheaper your implementation will be — and anything you can't yet is simply a conversation to have first.
A clear business reason for ERP + 3 more
Your core processes are documented (or can be) + 2 more
You know where your data lives + 2 more
A project team with time allocated + 2 more
A realistic budget across the full picture + 2 more
GST and statutory needs are known + 2 more
All 19 checks across 6 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
You're ready when you have a clear reason for the project, an executive sponsor, documented (or documentable) processes, a sense of your data quality, a project team with real time allocated, and a realistic budget across implementation, hosting, support and internal effort. Gaps aren't blockers — they're just things to sort before you start.
Under-preparation and weak change management — not the software. Unclear goals, no sponsor, messy data and teams that were never trained are the usual culprits, which is exactly what this checklist helps you get ahead of.
No. It's a readiness picture, not a gate. A good implementation partner will help you close gaps — like documenting processes or cleaning data — as part of the scoping phase.
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011