# ERP KPI Governance Maturity Assessment > Source: https://netray.co/tools/erp-kpi-governance-maturity-assessment > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Score how consistent, documented and trusted your KPIs are, and get next steps matched to your maturity band. ## Category erp-operations ## Audience - Controller - Operations manager - ERP manager - CIO ## Tool **Kind:** assessment **Questions:** #### How are KPI definitions documented? **Options:** ##### Not documented, people know them **Score:** 0 ##### Documented in different places by team **Score:** 1 ##### One catalogue exists but is not always current **Score:** 2 ##### One owned catalogue, versioned, reviewed on a schedule **Score:** 3 #### If two managers calculate on time delivery, do they get the same number? **Options:** ##### Rarely **Score:** 0 ##### Sometimes, after reconciling **Score:** 1 ##### Usually **Score:** 2 ##### Yes, both use the same governed calculation **Score:** 3 #### Where do management KPIs come from? **Options:** ##### Manually built spreadsheets **Score:** 0 ##### ERP reports exported then edited in Excel **Score:** 1 ##### A BI tool over extracts **Score:** 2 ##### A governed layer directly on ERP data with refresh logs **Score:** 3 #### Does each KPI have a named owner and a target? **Options:** ##### No **Score:** 0 ##### Some do **Score:** 1 ##### Most do **Score:** 2 ##### All, and targets are reviewed each year **Score:** 3 #### How do you handle a KPI definition change? **Options:** ##### It changes quietly **Score:** 0 ##### We tell people by email **Score:** 1 ##### We note it on the report **Score:** 2 ##### Versioned, approved, and history is restated or flagged **Score:** 3 #### How long to produce the monthly KPI pack after close? **Options:** ##### More than a week **Score:** 0 ##### 3 to 7 days **Score:** 1 ##### 1 to 2 days **Score:** 2 ##### Same day or automatic **Score:** 3 #### Can you trace a dashboard number back to ERP transactions? **Options:** ##### No **Score:** 0 ##### Only with help from IT **Score:** 1 ##### For some KPIs **Score:** 2 ##### Yes, drill down to documents for all key KPIs **Score:** 3 #### How many ERP reports and spreadsheets are used regularly for management? **Help:** Count recurring reports that are copied or edited by hand. **Options:** ##### More than 100, nobody knows them all **Score:** 0 ##### 50 to 100 **Score:** 1 ##### 20 to 50, partly documented **Score:** 2 ##### Fewer than 20 and each has an owner **Score:** 3 #### Are data quality issues such as negative stock or missing dates tracked? **Options:** ##### No **Score:** 0 ##### Fixed when someone notices **Score:** 1 ##### Reviewed monthly **Score:** 2 ##### Monitored with alerts and root cause fixes **Score:** 3 #### Do KPI reviews lead to recorded actions? **Options:** ##### Rarely **Score:** 0 ##### Sometimes **Score:** 1 ##### Usually, tracked loosely **Score:** 2 ##### Always, with owner and due date **Score:** 3 **Bands:** #### Ad hoc **Min:** 0 **Max:** 34 **Verdict:** KPIs depend on individuals and spreadsheets. Numbers are hard to trust and slow to produce. **Recommendations:** - List the 10 KPIs management actually uses and write one definition for each - Name an owner per KPI - Inventory recurring reports and spreadsheets and retire duplicates #### Emerging **Min:** 35 **Max:** 59 **Verdict:** Some definitions and sources exist, but they are inconsistent across teams. **Recommendations:** - Merge definitions into a single catalogue with version history - Move the top KPIs onto one data source and stop manual edits - Add drill down to documents so reviewers can verify numbers #### Managed **Min:** 60 **Max:** 79 **Verdict:** KPIs are mostly consistent and owned. The remaining gains are speed and traceability. **Recommendations:** - Automate the pack production straight after close - Track data quality exceptions as their own KPI set - Record actions from every KPI review #### Governed **Min:** 80 **Max:** 100 **Verdict:** Definitions, sources and actions are governed. Focus on keeping the catalogue lean. **Recommendations:** - Review KPIs yearly and remove those nobody acts on - Test changes in ERP configuration against KPI definitions before release - Extend the same governance to supplier and customer scorecards ## Content **Intro:** Many companies have plenty of KPIs but no agreement on what they mean or where they come from. This ten question assessment scores definition, source, ownership, speed and traceability of your KPI process and suggests next steps. **Sections:** #### How to use the assessment **Body:** Answer based on what actually happens in a normal month, not what your policy says. Ideally two people answer independently, for example the controller and an operations manager, and compare. Differences between their answers show where definitions or data are not shared. Your score is the percentage of the maximum, and each band comes with recommended next steps. #### What governance means here **Body:** KPI governance is the set of simple habits that keep numbers consistent: one written definition, one data source, one owner, a record of changes and a review that produces actions. It is not a tool. A spreadsheet with discipline beats a dashboard with five competing definitions. #### Reading your band **Body:** Low scores usually come from missing definitions and too many spreadsheets, which are cheap to fix. Middle scores often come from good intentions in each department with no shared catalogue. High scores mean the work shifts to automation and keeping the catalogue small. Retake the test each half year to track progress. #### Common mistakes **Body:** Buying a BI tool before agreeing definitions only moves the arguments onto a prettier screen. Another mistake is measuring everything. More KPIs without owners lowers trust. Start with a few KPIs that drive decisions this quarter. **Cta:** If your score points to many manual reports, Netray can discuss a read-only reporting layer over your ERP with visible queries and your existing ERP roles. **Faq:** #### Is a low score a problem? **Answer:** It is a starting point. Most manufacturers with several plants or legacy ERP land in the lower half, because KPIs grew report by report. The recommendations are low cost first steps. #### Who should take this assessment? **Answer:** The controller, an operations leader and the ERP or BI owner. Comparing their separate answers is more valuable than one person's score. #### How often should I repeat it? **Answer:** Every six months is enough. Repeat it also after an ERP upgrade or acquisition, which tends to break definitions and sources. #### Does it need ERP details? **Answer:** No. The questions are about process and habits, so it works for SAP, Oracle, Infor, Epicor, Dynamics, NetSuite or any other system. ## Search terms kpi governance assessment, erp reporting maturity, kpi definition maturity, reporting maturity model manufacturing, data governance kpi checklist, single source of truth kpi --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json