An independent ERP audit evaluates the project as it actually stands, without defending the software vendor, implementation partner or original plan. PlanAxion reviews scope, governance, cost, data, integrations and risk to identify what should be corrected first.
An audit becomes useful when teams no longer share the same view of the project, gaps keep accumulating or an important decision is approaching. The goal is to establish the facts before deciding whether to correct, renegotiate, reframe or recover the project.
Requests keep being added, exclusions shift and nobody can say exactly what is included.
Responsibilities, assumptions or acceptance criteria are being interpreted differently.
Leadership can see the gaps, but not yet their causes or the realistic options for correcting them.
The audit connects operational, contractual and technical facts so the conclusion is not based only on the status presented at the steering committee.
Decisions, responsibilities, scope changes, risks and escalation mechanisms.
Assumptions, exclusions, deliverables, client dependencies and acceptance criteria.
Data quality, migration, critical interfaces, ownership and testing status.
Testing, adoption, operations, support, open decisions and risks that must be closed before go-live.
ERP audit method
We cross-check project documents, decisions, the contract, dependencies and key interviews to establish a shared and verifiable view of the project.
1
Gather the facts: scope, contract, plan, risks, decisions, data, integrations and testing status.
2
Compare what was planned, what has been delivered and what actually remains to be done.
3
Validate critical assumptions with teams and available evidence, not only project status reports.
4
Rank gaps by their impact on value, go-live, budget and operations.
5
Give leadership a clear view of the decisions to make and the actions to launch.
Action plan
Restore a clear and useful decision cadence.
Priority
Assign every decision, risk and deliverable to an owner.
Priority
Identify what is actually blocking the critical path.
To address
Rebuild a deliverable plan and a realistic follow-up cadence.
To restart
Deliverables
The audit should leave leadership with an actionable view: what is under control, what is not, why, and what needs to be decided now.
1
Gaps between the target, the contract, actual execution and the conditions required for success.
2
Confirmed risks, required decisions, owners and dependencies.
3
Actions ranked by impact, urgency, dependency and ownership.
4
Assumptions, exclusions, responsibilities or commitments that create risk for the client.
5
Roles, committees, escalations and decision rules that need to be strengthened.
Example
Weekly steering committee
Planned
Critical scope freeze
Decided
Dependency validation
In progress
Deliverable priority
To decide
In assessment
Status
Under control
Risks
Prioritized
Decisions
On cadence
Sample audit steering deliverable. Indicators and thresholds are adapted to the actual engagement context.
Frequently asked questions
Straight answers on the role of the audit, its scope and how PlanAxion works with internal teams and the implementation partner.
An independent ERP audit is a client-side assessment of scope, governance, the contract, the implementation partner, data, integrations, testing and project risk, with no commercial interest in the software or implementation. The result is a fact-based view of the gaps and decisions that matter.
An audit is useful when gaps become difficult to explain, scope or responsibilities are disputed, go-live is approaching with open risks, or before a major decision to reframe or renegotiate the project.
Yes. The audit can compare contractual commitments, assumptions, exclusions, responsibilities and deliverables with the reality of the project. The goal is not to find someone to blame, but to make gaps and responsibilities explicit.
Yes. PlanAxion works on the client side and can collaborate with the implementation partner, software vendor and internal teams. Independence means the recommendation remains guided by the client’s interests.
Yes. PlanAxion is based in Montreal and supports organizations across Quebec and elsewhere in Canada, on site or remotely depending on the engagement.
Independent ERP audit
If leadership can see the gaps but lacks a shared view of their causes, describe the context. We can frame the audit around the decisions that need to be made.
Scope and governance
Implementation partner and contract
Data and integrations
Testing and go-live readiness