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ERP Implementation Predictability Tool

ERP Implementation Predictability Tool is an interactive way to find out if implementing such a system (e.g. Microsoft Dynamics 365 Finance, Supply Chain Management and Business Central) is going to benefit a given business and if so when it may be the optimal to embark on this “journey”. While implementing Dynamics 365 is generally known to have financial (positive ROI within three years) and other benefits, it may be more or less so in a specific context. Therefore, PSC team has created a simple tool, which may not cover all the points important to a specific company, but is a good “prelude” to engaging in a formal assessment.

For each statement below, provide your answer from 0 to 5 as follows:

  1. Strongly agree
  2. Agree
  3. Somewhat agree
  4. Neither agree nor disagree
  5. Disagree
  6. Strongly disagree

# Statement Score
1.

Our existing system is out of mainstream support.

2.

Our business has grown and we need a system to accommodate this and be able to grow with the system in the future.

3.

We have heard that Cloud-based Dynamics 365 is always up-to-date and does not require future upgrades, we would appreciate the ability to skip any upgrades in the future.

4.

It is a substantial challenge for our team to get all the reports we need.

5.

Our team is looking for a way to easily visualize our data and create modern dashboards.

6.

With the data we are able to get out of our system we can act mostly reactively, but would like to get to a stage where we use our data to act proactively.

7.

We would like to reinvigorate the way our documents (e.g. sales quotes, sales invoices, purchase orders, customer statements, remittance advice, etc.) look like.

8.

We are looking for a system capable of tracking inventory, including serial, lot and package numbers, expiry dates, etc.

9.

We want a system capable of taking care of our light (e.g. assembly, kitting) or advanced manufacturing and the related processes, such as MRP and MPS.

10.

We are looking for a way to track our internal (e.g. research and development) and external (e.g. construction) projects, including WIP.

11.

We use different services and software and need a system to be able to integrate with them in a modern way.

12.

When we do turn the switch of our new system on, we would like to be able to get adequate support and self-serve resources.

13.

We have multinational operations through organic development and acquisition and would like to bring them all under the “roof” of the same ERP system.

14.

We are already using Microsoft 365, Power BI and Power Apps and need a system to be able to easily integrate with those.

15.

Our team is complaining about the complexity of some processes and user interface issues, so we hope to be able to resolve those.

16.

We have heard positive feedback about AI from our partners and would like to start using it too.

17.

We do want to upgrade to a new system, but have a limited budget.

18.

We would like to automate our AP / expense management, including with the help of OCR (optical character recognition).

19.

We want to manage our fixed (capital) assets in the same system as they are currently tracked separately.

20.

We want to be able to access the system reliably and safely, even when we travel, including from our mobile devices.

Predictability total score: 0
+ 0 – 25

The total score in this range suggests that a company is likely to highly benefit from implementing an ERP system. Moreover, the implementation may be overdue, which results in unnecessary inefficiencies. Implementing Dynamics 365 system is likely not only to save on the ongoing costs, but may also help make more money with the help of the right technology to obtain the necessary data timely and facilitate decision making.

+ 26 – 50

Scoring from 26 to 50 suggests that the current processes are still bearable, but the general team may already be losing time (and, therefore, money) with the existing inefficiencies and the management team may be missing efficient and effective reporting tools that serve the purpose of enabling them to make proactive decisions to help grow the business further. Implementing a new ERP system is just about due.

+ 51 – 75

Based on the points in this range, the current system and processes may not be fully optimal, but still allow getting the job done. If not yet on Cloud-based Dynamics 365 ERP system, such as Microsoft Dynamics 365 Finance, Supply Chain Management or Business Central, it may be good time to start thinking about one; if already using one, it may be the right moment to contact a consultant to fine-tune the system further.

+ 76 – 100

Overall the existing ERP system seems to satisfy all the key business requirements. Implementing a new system is not yet due at this time. You and your team may, however, have questions about how technology can help your business further and if so, please, contact us.

Thank you for using PSC ERP Implementation Predictability Tool. We hope that it has stimulating thinking about your current state of ERP software and the challenges (if any) that can be addressed. Of course, this self-assessment tool is just the beginning of the way and at some point of time it is useful to speak to a specialist, whenever this time may be for you, you can contact us to speak with one of our certified Microsoft professionals.

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