ERP Readiness & Risk Assessment

We provide independent guidance to help you select (or avoid) ERP, HCM, FSM, and similar systems. We define comparable requirements, script real-world demos, score vendors side by side, and surface risks before they cost you time and money.

Details

The Offering Details

Who it’s for

Mid-market firms considering (or avoiding) an ERP change or major module upgrade
Teams frustrated with integrators or persistent post-go-live issues
PE-backed rollups needing a common data/process baseline before scaling
Leaders who want clarity on cost, risk, and timeline before committing

Outcomes

Readiness score across process, data, integrations, and governance (clear go/no-go criteria.
Risk register with severity, likelihood, mitigation and ownership
Stabilize vs. Replace recommendation with phased plan
Budget bands & timeline(low/med/high paths)
Vendor shortlist aligned to footprint, complexity, and required trade-offs

What’s included

System inventory (ERP +adjacent apps, integrations, customizations)
Data quality scan (key entities, duplicates, completeness, controls)
End-to-end process gap review (Order→Cash, Procure→Pay, Record→Report, and supporting workflows)
Integration map (interfaces, failure points, ownership)
Options & trade-offs(stabilize now vs. replace later; phased paths)
Vendor short-list + budget bands (implementation + run costs)
Executive brief (slides +decision memo)

How it works

Discovery (Days 1 - 3): Interviews, system access, artifact review
Scoring (Days 3 - 6): Readiness scores; risks & root causes
Options (Days 6 - 9): Stabilize vs. replace scenarios with quantified trade-offs
Executive brief (Days 10):Readout, decision, and next-steps plan

22 - 34%

Efficiency lift in
90 days

12 - 20%

DSO reduction in
5 weeks

30 - 50%

Fewer overdue tasks &
executive escalations

15 - 25%

Faster cycle times
(Q→O→F→B→C)

6 - 10%

Org capacity unlocked via
automation

Outcomes shown are typical ranges across engagements.

Snapshot

Case Snapshots

Industrial Manufacturing (Multi-plant)

Stabilize-now plan fixed master data and key integrations; avoided a premature replatform and reduced external spend the following quarter.

Professional Services (PSA/ERP)

Readiness review exposed project and billing data ownership gaps and brittle PSA - ERP interfaces. A phased stabilize-then-replace plan reduced revenue leakage and improved month-end reliability.

Consumer Goods / Omnichannel Retail

Scored inventory accuracy and WMS/ERP touchpoints; a phased roadmap (MVP → peak season freeze → full cutover) improved stock accuracy and fulfillment SLAs ahead of replatform.

Testimonials

Trusted by big brands and heads

We finally had a clear choice with numbers and risks we trusted.

CFO, Industrial Manufacturer

The scorecard and options let us fix what mattered now and time the bigger move.

COO, Professional Services Firm

FAQ

Frequently asked questions

Do you select vendors?

We provide a short-list aligned to yourfootprint and constraints. If you choose to run a full selection, we cansupport a separate, structured RFP.

How much internal lift isrequired?

Typically3–5 hours total across two weeks: kickoff, 3–4 interviews, and the executive readout. We provide a light inputs checklist.

Will you recommend stabilize vs. replace?

Yes; backed by readiness scores, risk register, and budget/timeline bands for each path.

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Can you help us stabilize whilewe plan a replacement?

Yes; Many clients adopt a stabilize-now, replace-later plan with clear guardrails and interim controls.

Do we need to share production data?

No PII required; we prefer redacted/exported samples and read-only access. NDA is standard.

How do you handle confidentiality/security?

We treat your data as confidential and are happy to sign your NDA or provide our mutual NDA before information is shared.

Access:limited to the project team on a need-to-know basis.
Handling:stored securely and transmitted over encrypted channels where applicable; nothird-party sharing without written consent.
Retention:default 90-day purge after project close (or your policy—tell us what you prefer).

References:any case examples are anonymized unless we have explicit permission to use names/logos.

Pricing & ROI?

Fixed fee. Vision Strategies targets payback via earlywins (e.g., DSO cuts, cycle-time reductions) within the first quarter.