ERP System Modernization Assessment
Do you have multiple business applications in use by your various departments in the daily operation of the company?
Please Select
Yes
No
Unknown
N/A
Have one or more of these applications been in use for 5 years or longer?
Please Select
Yes
No
Unknown
N/A
Have you had a review of your current business applications by an outside person familiar with your industry within the past 2 years?
Please Select
Yes
No
Unknown
N/A
Do you go to more than one system to find "data of record" information?
Please Select
Yes
No
Unknown
N/A
Does the data in that "data or record" system originate in that system, or is the data interfaced from a separate system?
Please Select
Yes
No
Unknown
N/A
Have you accumulated so much data over the years that you need a specialized "data analyst" on your staff to produce meaningful management reports?
Please Select
Yes
No
Unknown
N/A
Does your "data analyst" have an equity position in the company or is a member of the company's ownership family?
Please Select
Yes
No
Unknown
N/A
Are meaningful management reports generated from the corresponding business application in real time?
Please Select
Yes
No
Unknown
N/A
Do you rely on spreadsheets when assessing company performance metrics?
Please Select
Yes
No
Unknown
N/A
Can you access your company's performance metrics from any device you choose (i.e. PC; tablet; SmartPhone; Microsoft-based; Apple-based)?
Please Select
Yes
No
Unknown
N/A
Do your business applications support language preference for each "end user"?
Please Select
Yes
No
Unknown
N/A
Have you completed an outside audit of your systems and data storage security within the past 2 years?
Please Select
Yes
No
Unknown
N/A
If and when needed, can the set-up of your systems adapt to internal organizational changes?
Please Select
Yes
No
Unknown
N/A
Have you completed a merger or acquisition within the past 2 years?
Please Select
Yes
No
Unknown
N/A
Have you spun-off or discontinued a segment of your business in the past 2 years?
Please Select
Yes
No
Unknown
N/A
Are you contemplating any mergers, acquisitions, or divestitures in the next 2 years?
Please Select
Yes
No
Unknown
N/A
Do you (or will you within the next 2 years) have international taxation and/or multi-currency needs?
Please Select
Yes
No
Unknown
N/A
Have you changed any of your billing models or revenue recognition procedures within the past 2 years?
Please Select
Yes
No
Unknown
N/A
Has there been an industry-wide or governmentally initiated change to your company's compliance reporting or procedures in the past 2 years?
Please Select
Yes
No
Unknown
N/A
Have you welcomed new members to, or had any prior members of your executive leadership team change within the last 2 years?
Please Select
Yes
No
Unknown
N/A
Have you been relying on your IT Support Manager/Leader and/or IT support vendor for less than 3 years?
Please Select
Yes
No
Unknown
N/A
Has your employee headcount increased or decreased by more than 20% in the past 5 years?
Please Select
Yes
No
Unknown
N/A
Have you allowed any customization to any of your current business systems?
Please Select
Yes
No
Unknown
N/A
Is the person/vendor who performed the customization still on staff?
Please Select
Yes
No
Unknown
N/A
Have you gone through any version-updates of any of those customizations within the past 2 years?
Please Select
Yes
No
Unknown
N/A
Company name
