For business owners evaluating ERP or business systems

Thinking About ERP? Don't Start With Software.

Use the ERP Readiness Workbook to map the process problems the system actually needs to solve.

About 20 minutes Free PDF, delivered by email

Get the ERP Workbook

Most ERP projects go sideways because the software gets chosen before anyone's clearly mapped the actual process problems. This workbook is that mapping exercise, done first.

What's Inside

  • ERP readiness assessment
  • Measurable outcome worksheet
  • Current-process and exception map
  • Scope-definition checklist
  • Data migration preparation
  • Scenario-based requirements
  • Governance and project roles
  • Readiness decision framework

Who this is for

Business owners who've outgrown spreadsheets and disconnected tools and are starting to look seriously at ERP or business-systems software - before talking to any vendor, this workbook helps you get clear on what's actually broken in your current process, which is what any real implementation should be built around.

See my Business Systems & Automation consulting →

Running a manufacturing or distribution operation? See what this looks like for manufacturers or for distribution & warehousing.