Enterprise Operations Readiness Checklist

Does your month-close run without a manual consolidation step?

Manual consolidation is the step that holds month-close back. With ERP, CRM, and WMS on one data layer, the numbers are reconciled before month-end.

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

Excel consolidation introduces errors and costs staff hours in every 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 day of DSO is cash tied up in receivables. Automated AR aging alerts drive collections proactively.

Does your CRM data sync with your accounting system automatically?

Manual CRM↔ERP data entry takes managers’ time and risks mismatched amounts. 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 at 99.5% or higher?

Best-in-class distribution centres hold inventory accuracy at 99.5% or higher (WERC DC Measures).

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

Falling OTIF is an early signal of customer churn. Tracking by supplier identifies the root cause.

Can new modules be activated without a full system cutover?

A big-bang cutover puts the whole operation on one switch-over date. Module-by-module activation de-risks each phase.