Resource
ERP Readiness Checklist
Use this checklist to review your processes, data, people, and systems before an ERP or Odoo project. Every unchecked item is a topic to resolve during planning, not a reason to wait.
Business goals
- We can name the three business problems the first phase must solve
- We know which decisions need better or faster information
- We have an executive sponsor who will make final decisions
Processes
- Our main processes (quote to cash, procure to pay, inventory) are written down, even roughly
- Each process has an owner who can explain how it works today
- We know where work is duplicated or re-entered between systems
Systems and spreadsheets
- We have a list of every system and spreadsheet used to run the business
- We know which of these the ERP should replace and which must stay
- We have identified integrations we cannot do without (e-commerce, shipping, payments)
Data
- Customer, supplier, and product lists are reasonably complete
- Inventory counts are trusted or a stock count is planned
- We have agreed how much historical data must be carried forward
People and change
- Key users have time set aside to define requirements and test
- We have considered how training will happen for each team
- We are prepared to change some processes rather than copy old workarounds
Planning
- We have a realistic time window that avoids our busiest season
- We have a budget range for software, implementation, and support
- We know who will support the system after go-live
YESA Global, yesasystems.com. The ERP Readiness & Process Blueprint turns this checklist into a current-state view, an ERP fit analysis, and a prioritized roadmap.