ERPNext Health Check
Slow screens, reports nobody trusts, an upgrade nobody dares attempt. These usually trace back to a few specific decisions in the setup.
Why It Matters
Every item in the report names the document, the setting or the query behind it, so nothing rests on our judgement alone. That matters most when the finding is uncomfortable, such as a customization written directly into core files that will be lost at the next upgrade.
Teams frustrated with ERPNext often plan a rebuild when a handful of configuration and data fixes would solve the actual complaints for a fraction of the cost. Sometimes the opposite is true. The audit tells you which situation you are in before the budget is committed.
We take read access and a copy of the instance, and agree what is in scope.
Short sessions with users in each department on what slows them down.
We examine configuration, data, custom code, logs, permissions and backups.
Each area is rated and every finding recorded with its evidence and severity.
We walk your team through the report and the prioritized fix plan.
A rating across the six areas with the reasoning behind each score set out.
Every issue with its severity, its evidence and what it costs you in practice.
Quick wins separated from project work, ordered by impact against effort.
Whether you can move version safely today, and what has to be fixed first.
The security, access and recovery gaps that would hurt most if they were tested.
An estimate against each item, so the plan can be budgeted rather than guessed at.
The audit covers the custom app and the server, not only what is visible in the interface.
Each item names the document, setting or query behind it, so you can verify it yourself.
If configuration fixes would solve the complaints, we say so rather than sell a project.
The audit is read-only. You decide what gets touched, and when, and by whom.
The report is written to be handed to your own team or another partner.
Six areas: configuration against how you actually work, data quality, how customizations were built and whether they are upgrade-safe, performance and server sizing, security and access control, and backup and recovery. Each is scored and evidenced.
One to two weeks, and it disrupts almost nothing. Most of the work is read-only analysis on a copy of your instance, plus short interviews with a few users from each department.
No. The health check is an audit, not a repair job. We work on a copy wherever possible and only need read access to production. Any fixes are quoted separately and carried out after you decide what is worth doing.
We report what the evidence shows, including which customizations were built in a way that will not survive an upgrade. The report is about what needs fixing and in what order, and we write it so it is usable whoever ends up doing the work.
A scored report across the six areas, a findings list with severity and evidence for each item, a prioritized fix plan separating quick wins from larger pieces of work, and an estimate of effort for each. It is a document you can act on with any partner.
No. The report stands on its own and is written to be handed to your internal team or another partner. Many customers use it to prioritise work they then do themselves.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A straight view of where your instance stands.
