Free Checklist · Eventify Solutions

ERP Readiness Checklist

Work through this checklist before choosing or building a business management system. It highlights what to prepare so the project goes smoothly.

For: Owners and managers of growing businesses considering an ERP or business management system

01Business case

Confirm GST invoice formats and any e-invoicing or e-way bill needs with your accountant.
Decide how the system will work with your accounting software or books.
Check document numbering rules for invoices, quotations and receipts.
Agree on how payments, credit notes and returns are recorded.

01Business case

List the top five problems you want the system to solve.

Estimate the hours spent each week on manual or duplicated data entry.

Identify where errors or delays currently cost money or customers.

Agree on what success looks like one year after going live.

Confirm the owner or leadership team supports the project.

02Processes

Map how an order or job flows from enquiry to payment.

Document how stock or materials are received, stored and issued.

Write down approval steps for purchases, discounts and expenses.

Note which reports management needs, and how often.

Mark the steps that are unique to your business.

Decide which processes you are willing to change and which you are not.

03Data

List every spreadsheet, register and tool that holds business data.

Clean customer and supplier lists and remove duplicates.

Standardise product or service names, codes and units.

Decide how much historical data needs to move to the new system.

Confirm opening balances with your accountant.

Identify who is responsible for data accuracy in each area.

06Technology and support

Decide whether the system should be accessed on phones, tablets or desktops.

Check internet reliability at every location that will use the system.

Agree on backup frequency and how data can be restored.

Confirm you can export all your data at any time.

Clarify who provides support after launch, and how quickly.

Plan a short parallel run before switching off old methods.