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ERP Readiness Check

Ten yes-or-no questions about how your business runs today. You get a readiness score and the modules that would fix the pains you ticked.

  1. 1.Is the same order typed into more than one sheet or register?

  2. 2.Do you have to count stock before you trust the figure?

  3. 3.Does production find out about material shortages only when the job is about to start?

  4. 4.Do people phone or WhatsApp to find out whether a purchase order was placed or received?

  5. 5.Do you find out what an order really cost only after it is finished — or never?

  6. 6.Are bills of material kept in Excel files that differ between people?

  7. 7.Is material sent to job workers tracked on paper challans only?

  8. 8.Does invoicing or dispatch wait for one particular person?

  9. 9.Do month-end reports take more than a day to put together?

  10. 10.Are you adding a second unit, warehouse or shift in the next year?

Your result

0 of 10 answered — answer all ten to see your score.

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<iframe src="https://erp.cre8r.tech/embed/erp-readiness-check" title="ERP Readiness Check – 10 Questions, Instant Score" width="100%" height="720" style="border:1px solid #e5e7eb;border-radius:12px;max-width:820px" loading="lazy"></iframe>
<p style="font-size:13px">Tool by <a href="https://erp.cre8r.tech/erp-readiness-check">CRE8Rx ERP</a></p>

Quick answer

You are ready for ERP when the cost of working without it shows up every week: the same order typed several times, stock that must be counted to be trusted, shortages found at the last minute, and reports that take days. Answer the 10 questions — 4 or more yeses means an ERP will pay for itself.

Key facts
Questions10, yes or no
0–3 yesNot yet — tighten processes, use free tools
4–6 yesReady — start with the modules suggested
7–10 yesOverdue — the manual way is costing you now
Data storedNone — the check runs in your browser

An ERP is worth it when the work around your work — re-typing, chasing, counting, compiling — has grown bigger than the cost and effort of changing. This check asks about the symptoms of that, one department at a time.

It is not a sales test: a low score is a real answer, and the free tools on this site may be all you need for now.

What the score means

0–3: your processes are probably still manageable by hand. Fix the specific pain — a reorder level, a BOM template — and revisit in six months. 4–6: you are losing real time in the gaps between departments; start with the modules suggested, usually sales, purchase and stores. 7–10: the manual system is already costing you orders, stock and cash every month.

Getting ready before you buy

The single best preparation is a clean item master: one code per item, consistent units, no duplicates. Then list your document flows — enquiry to invoice, requisition to payment — and decide who approves what. A business that arrives with these is live in weeks.

Common questions

Questions people ask.

How do I know if my business needs an ERP?

When the same data is entered several times, stock needs counting to be trusted, shortages surface late and month-end reports take days. If four or more of the questions here are a yes, an ERP is likely to pay back.

What should I do before implementing ERP?

Clean the item, customer and vendor masters, map your main document flows, decide approvals, and pick the two or three departments to start with.

Which ERP module should I start with?

The one where your biggest pain is — usually sales orders, purchase or stores. The check suggests modules from the questions you answered yes to.

Is my answer data saved?

No. The check runs entirely in your browser and nothing is sent anywhere.

Doing this for every item, every day?

A calculator is the right tool once. When it is every item in the store, it belongs in the system that already knows the numbers.