Enterprise Operations Readiness Checklist

Does your month-close take 5 business days or fewer?

Industry average: 6–10 days. Companies with integrated ERP+CRM+WMS close in 3–5 days. Nucleus Research 2025.

Can you see consolidated P&L across all entities without manual aggregation?

Excel consolidation introduces errors and typically costs 20–30 staff-hours per month-close cycle.

Do you have management P&L visibility without waiting for accounting to close?

Real-time management accounts separate from statutory accounts let leadership act on current data.

Is your DSO (Days Sales Outstanding) tracked and below your payment terms?

Every 10-day DSO reduction on $1M AR frees ~$16K. Automated AR aging alerts drive collections proactively.

Does your CRM data sync with your accounting system automatically?

Manual CRM↔ERP data entry costs 3 managers ~35% of their time (Deloitte 2025). Integration eliminates this.

Can sales see customer credit limits and payment history before quoting?

Without live credit visibility, sales can over-commit to high-risk accounts undetected until invoice stage.

Is your inventory accuracy above 98%?

Spreadsheet-based warehouses average 65–75% accuracy. WMS-managed warehouses run at 99%+ (WERC 2025).

Is your OTIF (On-Time In-Full) rate tracked by SKU and supplier?

OTIF below 90% is a leading indicator of customer churn. Tracking by supplier identifies the root cause.

Can new modules be activated without a full system cutover?

Big-bang ERP implementations fail at 70%+ rate (Gartner). Module-by-module activation de-risks each phase.