PlanAxion Index

Is your organization ready for an ERP project?

Planning an ERP project? Assess 30 readiness criteria before selection or implementation to identify risks and priorities. If you are already comparing software options, use the ERP selection scorecard instead.

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ERP readiness

What the score assesses

Dimensions assessed6
Readiness criteria30
Overall score100
Estimated time8–12 min

Strategy, governance, processes, data, architecture and change capacity.

PlanAxion self-assessment

Assess your ERP readiness across 30 criteria

Score each criterion from 0 to 4. The result calculates your overall score, six dimensions and the critical risks to address before moving forward.

0 Nonexistent1 Informal2 Partial3 Defined4 Operational
01Direction stratégique 15 points

01The reason for launching the ERP project is clearly defined.

02The expected outcomes are measurable.

03The cost or risk of the status quo is understood.

04The initial project scope is defined.

05Executives are aligned on project priorities.

02Gouvernance et prise de décision 20 points

06An executive sponsor has the necessary authority.

07An internal project owner has been identified.

08The owners of key business processes are identified.

09Responsibilities and decision rights are defined.

10An escalation path exists for blocked decisions.

03Processus d’affaires 15 points

11Critical processes are documented end to end.

12Current pain points are known and prioritized.

13Variations across sites, divisions or teams have been identified.

14The organization knows which processes should be standardized.

15Process exceptions are documented, and each has an owner who can justify keeping it.

04Données 20 points

16The main data sources have been inventoried.

17Owners are identified for critical data.

18Data quality has been assessed.

19Duplicates, obsolete data and inconsistencies are known.

20A strategy exists for data cleansing, migration, archiving and retention.

05Architecture et intégrations 10 points

21Current systems have been inventoried.

22Critical integrations are documented.

23The systems that will be replaced or retained have been identified.

24Reporting and analytics requirements are defined.

25Key security, infrastructure and architecture constraints are known.

06Capacité interne et changement 20 points

26Key people can dedicate enough time to the project.

27Temporary backfill needs have been assessed.

28The groups most affected by the change are known.

29A communication, training and adoption strategy is planned.

30Other major transformations underway have been taken into account.

30 answers required.

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Your result

0/100

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      Your score is a readiness indicator, not a probability that the project will succeed.

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      Your score, six dimensions and priorities in a report you can download and share.

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      PlanAxion methodology

      How the ERP Readiness Index is calculated

      The index evaluates 30 criteria across six dimensions. Each criterion is rated from 0 to 4, then the dimensions are weighted to produce an overall score out of 100.

      01 · 15 points

      Strategic direction

      • Reason for launching the project clearly defined
      • Expected outcomes are measurable
      • Cost or risk of the status quo is understood
      • Initial scope is defined
      • Leadership is aligned on priorities

      02 · 20 points

      Governance and decision-making

      • Executive sponsor has the necessary authority
      • Internal project owner identified
      • Process owners identified
      • Decision rights are defined
      • Escalation mechanism established

      03 · 15 points

      Business processes

      • Critical processes documented end to end
      • Pain points known and prioritized
      • Variations across sites or teams identified
      • Processes to standardize identified
      • Exceptions listed and justified

      04 · 20 points

      Data

      • Main data sources inventoried
      • Owners of critical data identified
      • Data quality assessed
      • Duplicates and inconsistencies known
      • Data cleansing and migration strategy planned

      05 · 10 points

      Architecture and integrations

      • Current systems inventoried
      • Critical integrations documented
      • Systems to keep or replace identified
      • Analytics requirements defined
      • Architecture and security constraints known

      06 · 20 points

      Internal capacity and change

      • Key people have enough time available
      • Temporary backfill needs assessed
      • Impacted groups identified
      • Communication, training and adoption planned
      • Other major transformations are accounted for

      Response scale

      0 Non-existent · 1 Informal · 2 Partial · 3 Defined · 4 Operational

      A score of 3 or 4 should be backed by evidence: a document, a recorded decision or a named owner.

      0–39 Insufficient readiness

      40–59 Fragile foundations

      60–74 Partial readiness

      75–89 Good readiness

      90–100 Strong readiness

      The index evaluates organizational readiness. It does not predict the success or failure of an ERP project and does not replace a detailed assessment of the organization’s context.

      Turn your gaps into next steps.

      A PlanAxion advisor can help you interpret your result and prioritize actions before ERP selection or implementation.

      Plan the next steps