Checklist
Do you actually need a new ERP?
Twelve symptoms, and which of them a new system genuinely fixes versus which are process problems wearing a software costume.
Checklist, 12 points
Guides
Organised by Where You Actually Are
Most ERP resource libraries are sorted by product, which is useless when your question is whether you need a new system at all. These are grouped by stage: deciding, choosing, doing, and living with it.
50+ ERP and software projects. Zero failed projects since 2021.
4
Stages, start where you are
Checklists
You can use without us
Vendor
Neutral, including about us
Free
No form to download
1
Deciding whether to move
Before you talk to any vendor, including us
Guide
Building the internal case
How to present the cost and the risk to a board that has heard ERP horror stories, without overpromising.
Guide, 14 pages
Template
Total cost worksheet
Three years of cost across licensing, hosting, support, change requests and internal time.
Spreadsheet template
2
Choosing a system and a partner
When you have decided to move but not what to
Guide
Open source against licensed ERP
Where each genuinely wins, what open source costs instead of licence fees, and who should not choose it.
Guide, 16 pages
Checklist
Questions for a prospective partner
What to ask, and what a weak answer to each one actually tells you about how the project will run.
Checklist, 18 questions
Template
Requirements without a wish list
How to write requirements that describe outcomes rather than listing every feature you can imagine.
Document template
3
Running the project
Once the contract is signed and the clock is running
Guide
Preparing your data before migration
What to clean up in advance, what to leave to the migration, and what to archive instead of carrying.
Guide, 12 pages
Checklist
Go-live readiness
What has to be true before cutover, including the checks people skip when the date is close.
Checklist, 24 points
Template
Cutover runbook
A timed plan with owners, checkpoints and an explicit rollback point, ready to adapt.
Runbook template
4
Living with it
The years nobody plans for during selection
Guide
Keeping an ERP upgradeable
The habits that keep version upgrades routine, and the shortcuts that leave you stranded on an old release.
Guide, 10 pages
Checklist
Annual health review
What to check once a year across configuration, data, security and backups, whether or not you use us.
Checklist, 20 points
Guide
Reading a support contract
Which commitments in an AMC are meaningful, which are decoration, and where project work gets hidden.
Guide, 8 pages
Still Not Sure Which Stage You Are At?
Book a free consultation. Describe where things stand and we will point you at what is worth reading, or just answer the question directly.
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