TRANSFORMATION GUIDE

ERP Transformation Readiness

ERP transformation starts with business capability, process evidence and constraints—not a vendor shortlist.

Start with the business decision

Start with the business decision

Document the processes that materially affect revenue, cost, control and customer experience. Identify where the current ERP is genuinely limiting the outcome versus where process design or adoption is the constraint.

Document the processes that materially affect revenue, cost, control and customer experience. Identify where the current ERP is genuinely limiting the outcome versus where process design or adoption is the constraint.

Build the evidence pack

Build the evidence pack

Collect application ownership, annual spend, renewal dates, integrations, customisations, critical processes, data dependencies and regulatory requirements. Mark estimates as assumptions and uploaded records as evidence.

Collect application ownership, annual spend, renewal dates, integrations, customisations, critical processes, data dependencies and regulatory requirements. Mark estimates as assumptions and uploaded records as evidence.

AutomationScan note: This guide is a discovery framework, not procurement, legal, security or implementation advice.