To ensure your ERP project is tailored to your business needs and goals, we kindly ask you to provide answers to the following questions. Please submit a project containing your responses:
General Business Overview
What is your business’s primary industry and domain?
What are the main products or services offered by your business?
What is your organizational structure? (e.g., departments, locations, subsidiaries)
How many employees and users will access the ERP system?
What are your short-term and long-term business goals?
Current System and Challenges
Are you currently using any ERP or other management software? If yes, which one?
What challenges or limitations are you facing with your current system?
Which business processes are currently manual and need automation?
Do you have any integration issues with your existing systems or tools?
Business Processes and Requirements
Core Functional Areas:
Finance:
What accounting practices do you follow? (e.g., GAAP, IFRS)
Do you require multi-currency and tax compliance capabilities?
What financial reports are crucial for your operations?
Inventory Management:
How do you manage your inventory currently?
What are your stock tracking and replenishment requirements?
Sales and Customer Management:
What is your sales cycle, and how do you track customer interactions?
Do you require CRM functionalities in the ERP?
Procurement:
How do you manage supplier relationships and purchase orders?
Do you need vendor performance tracking?
HR and Payroll:
What are your payroll, employee performance, and recruitment needs?
Do you have specific compliance requirements for HR?
Production (if applicable):
What manufacturing methodologies do you use? (e.g., MRP, Lean, JIT)
Do you need to track production costs and schedules?
Additional Questions:
Which workflows need customization or specific attention?
Do you require specific approval hierarchies?
Are there compliance requirements specific to your industry? (e.g., FDA, ISO, GDPR)
Data and Reporting
What types of data do you need to migrate into the ERP system?
How many years of historical data will you migrate?
What are your key performance indicators (KPIs) and reporting needs?
Do you need real-time dashboards for analytics?
Integration Needs
What third-party systems or tools should integrate with the ERP? (e.g., eCommerce, POS, shipping)
Do you use any external applications for CRM, HR, or supply chain management?
Do you need APIs for custom integrations?
Scalability and Performance
What is your expected growth in users and transactions over the next 5–10 years?
Do you require multi-location or multi-lingual support?
Are there seasonal spikes in activity that need additional resources?
Budget and Timeline
What is your budget range for the ERP project?
Do you have a preferred timeline for implementation?
Are there any critical deadlines or launch dates?
Security and Compliance
What are your data security and confidentiality concerns?
Do you require role-based access controls for users?
Are there specific regulatory or compliance standards the system must meet?
Training and Support
Do your employees have prior experience with ERP systems?
What type of training will your team require? (e.g., on-site, remote, documentation)
What are your post-implementation support expectations?
Future Vision
What are your plans for future growth or diversification?
What additional features or modules might you need in the next phase?
