ERP Self Assessment

Have you taken a hard look at your ERP system lately? What could stand to be improved? What's working & what's not?

The self assessment below will assist you in determining whether you need to make improvements to your ERP systems and give you a high level assessment of your current situation & establish rationale for moving forward with a project.

Areas of Focus:

Current ERP Environment
Preparation of Financials
Budget Preparation & Reporting
Data Entry Accuracy & Efficiency
Staff Proficiency

Plus will evaluate your responses and respond within 48 business hours, with thoughts, areas of concern and or recommendations on how you can improve your organizations systems.

First Name

Last Name

Company

Phone

Email (we will keep your email completely private)

Existing Accounting Software including the date originally implemented (if known) & most recent upgrade applied:

List other business automation tools currently employed in tandem with the Accounting Software that are not part of the Accounting System (ie. HR, Budgeting, Purchasing, Billing etc.)

Does an interface currently exist between your business automation tools & your accounting software:

Yes
No

Do you outsource any function (ie. Payroll):

Yes
No

If you answered Yes to the question above, please list which functions & who the outsourcing provider is:

Does any formal interface exist between your outsource functions & your accounting system:

Yes
No

Please list any formal Report Writing Tools used to generate compliance, management & other reports if not part of the Accounting Software above:

Are you currently producing a full set of financials with your existing accounting software:

Yes
No

If you answered No to the question above, what steps are necessary to produce those financials through other means:

How long does it take form the end of a fiscal period to get financial completed & available for distribution:

<10 Days
<30 Days
<60 Days
>60 Days

What issues, if any, complicate the timely production of financial statements? (ie. allocations, report formatting etc.)

What benefit would your organization have if you were able to automate the production of financials:

How many managers are involved in the budget planning & preparation process:

Do you use budgeting software to prepare your budgets:

Yes
No

Do you use Excel Spreadsheets to prepare your budgets:

Yes
No

How often are budget-to-actual comparison reports provided to managers responsible for those budgets:

Are budget-to-actual comparison reports produced directly from your finance system or through a manual process:

Finance System
Manual Process

How long after the end of a fiscal period before a manager will see a report showing their performance vs budget for that period:

<10 Days
<30 Days
<60 Days
>60 Days

Are you currently able to determine up-to-today budget position on demand from your current finance system:

Yes
No

What would the benefit to your organization be if you could place real-time budget position information in the hands of the managers that require it for decision support:

Is a substantial amount of effort dedicated to correcting improperly coded entries & other data entry errors:

Yes
No

Does the quality of data entry make you hesitant to distribute financial reports prior to completing a careful reconciliation:

Yes
No

Do you consider the data entry process in your organization efficient & intuitive:

Yes
No

If you answered No, to the question above, please explain why:

Are there cases where you are manually entering data that exists in electronic form in another system:

Yes
No

How many people would you consider to be full-time users of the Accounting Software in your organization:

When was the last time formal training was obtained for the finance department on the current system:

In the last 30 Days
3-6 Months
In the Last Year
Unknown

If training was taken, what was the format (ie. classroom, web, one-on-one etc):

Does your organization formally budget for finance staff training on the ERP tools currently in place:

Yes
No

If you answered Yes to the question above, do you believe this budget to be sufficient:

Yes
No

What would the benefit be to your organization if the entire finance department was fully trained & proficient in the use of the tools currenlty in place:

Please use the space below to outline any other major issues or objectives that would lead you to believe that your current environment may no longer be viable.

You can also use this space to elaborate on any items described above.

When describing the issue, please explain how this issue manifests itself.

When describing the impact, please make an effort to quantify the impact in financial terms or in terms of opportunity cost:

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