ERP Assessment - Digital
Are daily activities and reporting in your company still heavily managed using Excel spreadsheets?
Yes, Excel is critical to our operations.
No, we use integrated tools for most processes.
Somewhat, but we're transitioning away from it.
Not sure.
Can your current ERP system scale to support future growth and expansion plans?
Yes, it's fully scalable.
No, it struggles with scalability.
Partially, but there are limitations.
Not sure.
Is your month-end closing process time-consuming or error-prone?
Yes, it's a lengthy and complex process.
No, it's quick and efficient.
Occasionally, but it's manageable.
Not sure.
Does your accounts receivable department still track collection calls and follow-ups manually?
Yes, it's all done manually.
No, we use automated tools for tracking.
Some processes are automated, but not all.
Not sure.
Do all your business systems integrate seamlessly with your ERP?
Yes, everything integrates seamlessly.
No, integration is a major challenge.
Partially, but some systems don't connect well.
Not sure.
Do you have real-time visibility into incoming cash receipts and cash flow requirements?
Yes, we have complete real-time visibility.
No, this data is often delayed or incomplete.
Somewhat, but we rely on manual updates.
Not sure.
Can you create and compare budgets against actual financial performance with ease?
Yes, we can easily generate these comparisons.
No, it's a cumbersome process.
Partially, but it requires significant effort.
Not sure.
Is your ERP accessible from any device, anywhere, without compromising security?
Yes, we have full remote access securely.
No, access is limited or insecure.
Partially, but some features are inaccessible remotely.
Not sure.
Does your ERP support multi-currency transactions and allow you to sell products or services in multiple countries?
Yes, it fully supports international operations.
No, it's not equipped for this.
Somewhat, but there are limitations.
Not sure.
Does your ERP provide actionable insights through real-time dashboards or analytics?
Yes, we have comprehensive, real-time dashboards and analytics.
No, we lack actionable real-time insights.
Somewhat, but the dashboards are limited or outdated.
Not sure.
Have you experienced significant downtime due to ERP-related problems?
Yes, disruptions have been frequent.
No, the system is highly reliable.
Occasionally, but it's not a major issue.
Not sure.
Is management satisfied with the data quality from the ERP system?
Yes, they're very happy with data quality.
No, there are frequent complaints about the data.
Somewhat, but improvements are needed.
Not sure.
Does your ERP support automation of repetitive tasks?
Yes, most repetitive tasks are automated.
No, these tasks are done manually.
Somewhat, but automation is limited.
Not sure.
How well does your ERP handle reporting and analytics?
Yes, reports are highly customizable and user-friendly.
No, reporting requires IT assistance frequently.
Somewhat, but customization is limited.
Not sure.
Does your system offer built-in tools for compliance?
Yes, compliance tools are robust and effective.
No, compliance is a challenge.
Somewhat, but we rely on external solutions.
Not sure.
Are your employees able to collaborate effectively using your current ERP?
Yes, collaboration tools are excellent.
No, it's difficult to collaborate using the ERP.
Somewhat, but there are limitations.
Not sure.
Is your ERP equipped to handle customer self-service portals or e-commerce integrations?
Yes, it integrates seamlessly.
No, it doesn't support these features.
Somewhat, but functionality is limited.
Not sure.
Does your ERP leverage AI or machine learning for predictive analytics or process automation?
Yes, it offers advanced AI-driven insights and automation.
No, it does not have AI or machine learning capabilities.
Somewhat, but the AI features are limited or underutilized.
Not sure.
Does your ERP offer strong data security?
Yes, security features are excellent.
No, security is a concern.
Somewhat, but it could be improved.
Not sure.
Are training and support readily available for your ERP system?
Yes, support is accessible and effective.
No, we struggle to get adequate support.
Somewhat, but support is inconsistent.
Not sure.
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