ERP Readiness Assessment Free

Answer a few questions about your size, revenue, inventory, and tools to find out whether your business is ready to move from spreadsheets to an ERP — and what to do next.

📋 6 quick questions

Pick the answer that best fits your business.

1 How many people work in your business?
2 What is your approximate annual revenue?
3 How complex is your inventory or stock?
4 How many locations or branches do you operate?
5 How do you run operations today?
6 How often do disconnected systems cause errors or rework?

Answer all questions to see your score.

Ready, almost, or too early?

Adopting an ERP too early adds cost and complexity you don't need; waiting too long means errors, rework, and decisions made on stale data. The right moment depends on your scale and how much your current tools fight each other. This assessment turns those signals into a clear verdict and a sensible next step for your stage.

FAQ

Frequently asked questions

When should a business move from spreadsheets to an ERP?

Usually when growth in staff, revenue, inventory, or locations means separate tools and spreadsheets start causing errors, rework, and blind spots. This assessment weighs those factors to give you a clear signal.

What is an ERP?

An ERP (Enterprise Resource Planning) system connects finance, inventory, sales, and operations into one platform with a single source of truth — replacing the patchwork of disconnected apps and spreadsheets many growing businesses outgrow.

What if I'm not ready yet?

That's a useful answer too. If you're 'too early', the best move is to get clean accounting in one place first — that foundation makes any future ERP transition far smoother.