Migrations slip and reports lose trust because nobody mapped the data, found the mismatches, or agreed who owns each decision until it was too late. The Readiness Review front-loads that work into a short, fixed engagement.
You come away knowing exactly what is wrong, what it will take to fix, and whether cutover is safe — evidence you can put in front of your board, your ERP partner and your team.
Every system, spreadsheet and extract that feeds a number — ERP, CRM, finance, warehouse, Excel and reporting. Delivered as XLSX.
Duplicates, missing values, mismatches, invalid codes and owner gaps — logged, categorised and ranked. Delivered as CSV.
What must tie back to ERP, finance and operational truth — so reports can be trusted again and mismatches stop recurring.
Who signs off customers, suppliers, items, stock, pricing and reporting definitions — so decisions have a name against them.
The action list that turns vague data risk into delivery work — ranked by value, urgency and cutover risk, with a risk summary you can hand straight to your board (PDF).
Review systems, spreadsheets, reports, extracts, known pain points and data owners. Build the source inventory.
Identify duplicates, missing fields, finance mismatches, unclear definitions and cutover blockers. Populate the issue register.
Turn issues into a practical action plan by value, urgency and cutover risk. Assign owners.
Walk the business through the findings, reconcile the priority reports and hand over a repeatable way forward.
Stock reports don't tie to finance; Power BI doesn't match the ERP.
The ERP project is moving and data decisions aren't owned properly.
Leadership argues over versions of sales, margin and backlog.