ERP & CRM Readiness Check

Find out in 2 minutes whether you're ready to shortlist suppliers, compare the market, or need to close gaps first.

๐Ÿ”’ Nothing stored 17 questions ยท 2 minutes Save as PDF
0 of 17 answered
Answer all 17 questions to see your result

About this check: a self-assessment against 17 questions across five areas: people, process, technology, data, and commercial. It reflects the answers given at the time of completion, not an independent audit.

Your position

Overall readiness score

Score by area

AreaYesNot sureNoScore

Full breakdown

Before you shortlist a supplier, approve a design, agree significant change or commit to go-live, an independent client-side view can expose assumptions while they are still cheap to fix.

Get an independent view

Also free: the Programme Health Checker for a broader view of programme health, the Payback Checker once you have supplier costs to work with, or the full set of tools.

What the ERP and CRM Readiness Check covers

A free self-assessment for business owners and leadership teams planning an ERP or CRM implementation. Seventeen questions across five areas: people, process, technology, data and commercial.

It tests the things a supplier sales team rarely raises for you: who is accountable for the outcome, whether processes are documented, what the system must connect to, who will clean and migrate the data, how many licences are really needed, and the total cost of ownership over three to five years.

The result shows whether you are ready to shortlist suppliers, ready to compare the market with gaps to close, or need to close gaps first, with a suggested next step for each gap. It takes about two minutes, runs in your browser and stores nothing.