Free ERP Migration & Selection tools
204 templates, calculators, worksheets and reference tables. Each runs in your browser and exports to PDF, Excel, Word or CSV.
Templates and forms
S/4HANA Steering Committee Status Report Template
A one-to-two page status report for S/4HANA steering meetings with status, milestones, risks and decisions needed.
ERP Cutover and Go-Live Plan Template for IBM i Migrations
Fill-in cutover plan for migrating from an IBM i ERP: freeze window, final data load, validation, go or no-go criteria and rollback.
Infor M3 Cutover Plan Template
Fill-in cutover plan with freeze window, task sequence, reconciliation points, go or no-go criteria and rollback triggers.
Infor M3 Implementation Statement of Work Template
Starter statement of work for an M3 implementation or enhancement project with scope, deliverables, assumptions and acceptance.
ERP Cutover Runbook Template for VISUAL and XA Migrations
A fill-in go-live weekend runbook with freeze time, task sequence, rollback criteria, contacts and approvals.
Acumatica Implementation Statement of Work Template
A fill-in SOW outline for an Acumatica project with scope, phases, deliverables, assumptions, customer responsibilities and approvals.
ERP Cutover Weekend Plan Template (Acumatica and Sage)
A fill-in cutover runbook with freeze times, final data loads, validation steps, go/no-go criteria and a rollback plan. Exports to PDF or Word.
Acumatica and Sage Go-Live Cutover Runbook Template
Fill-in cutover runbook with freeze, extraction, load, validation, go or no-go and rollback steps, ready to export as a document.
IFS Cloud Implementation Statement of Work Template
Document template for an IFS Cloud implementation statement of work covering scope, deliverables, assumptions, roles, change control and acceptance.
Job Shop ERP Vendor Demo Script Template
A scripted demo brief you send to ERP vendors so each shows the same real scenarios from quote to invoice, scored by your team.
Small Manufacturer ERP Requirements Document Template
A fill-in requirements document you can send to MRPeasy, Katana, Odoo, ERPNext or Fishbowl resellers so every vendor quotes the same scope.
Cloud MRP Vendor Demo Script Template
A scripted demo agenda using your own part, BOM and job so you see how each cloud MRP handles your real work instead of a canned demo.
Cloud MRP Go-Live Cutover Plan Template
A cutover document with freeze dates, opening balance loads, physical count, roles and a rollback decision point for your first day on a new MRP.
China ERP Implementation Statement of Work Template
A fill-in statement of work for a Kingdee, Yonyou, Inspur or global ERP project in China with localization and acceptance sections.
China ERP Go-Live Cutover Plan Template
A cutover plan form with freeze windows, load sequence, rollback criteria and approvals, written for China plant go-lives.
ERP Implementation Statement of Work Template
A fill-in statement of work for an ERP implementation or migration, covering scope, deliverables, responsibilities, milestones and acceptance.
Odoo Partner Request for Quotation Template
A fill-in brief for asking Odoo implementation partners for a quote, covering company profile, modules, users, data, integrations and evaluation criteria.
ERP Steering Committee Status Report Template
Fill-in status report for ERP projects covering RAG status, budget, milestones, top risks and decisions needed, ready to export as a one-page PDF or Word file.
ERP RFP Template
Generate a complete ERP request for proposal: instructions, scope, technical and security questions, pricing format and evaluation criteria.
ERP Requirements Gathering Template
A workshop form for one process area at a time: as-is flow, pain points, volumes, interfaces and prioritized requirement statements.
ERP Demo Script Template
A scripted demonstration plan: ground rules, agenda, business scenarios with your data, and a score sheet for evaluators.
ERP Reference Call Question Template
A structured interview guide and note sheet for ERP vendor reference calls, from scope and partner quality to cost overruns and support.
ERP Selection Steering Committee Charter Template
Fill in a one page charter for the ERP selection steering committee: purpose, members, decision rights, escalation and cadence.
ERP Vendor RFI Letter Template
Generate a request for information letter to send to ERP vendors before the full RFP, with scope, questions, timeline and response rules.
ERP Selection Decision Memo Template
Write the executive memo that recommends an ERP vendor: context, options, scoring, cost, risks, conditions and approval lines.
ERP Selection Steering Committee Decision Memo Template
A structured decision memo that takes your ERP shortlist, scoring, cost and risks to the steering committee for a clear recommendation.
ERP Implementation Project Plan Template
Generate a structured ERP implementation project plan with scope, phases, governance, milestones and risks, ready to export as PDF or Word.
ERP Data Migration Plan Template
Generate a data migration plan covering scope, data owners, cleansing, mock loads, reconciliation and sign-off for your ERP project.
ERP Project Weekly Status Report Template
A one page weekly status report for ERP projects with RAG ratings, milestone progress, risks and decisions needed. Exports to PDF or Word.
ERP Project Change Request Form Template
A change request form for ERP projects that captures the reason, impact on scope, schedule, cost and risk, and the approval decision.
ERP Go/No-Go Decision Record Template
A formal go/no-go decision document for ERP cutover with criteria status, open defects, conditions and executive sign-off.
ERP Go/No-Go Decision Memo Template
A one-to-two page memo that records the go-live recommendation, evidence by criterion, conditions and approvals.
Worksheets
S/4HANA Migration Risk Register Worksheet
A ready-to-edit risk register for SAP migration programs with scoring, owners and mitigations.
RPG and CL Program Inventory Worksheet
List your custom programs with language, size, files used and owner, and get a simple complexity score to prioritise what to retire, keep or rewrite.
Infor M3 Data Conversion Mapping Worksheet
Track every legacy field to M3 target mapping with transformation rule, owner, record counts and cleansing status in a single table.
Infor XA Item Master Field Review Worksheet
An editable worksheet for walking through XA item master fields, deciding what to keep, clean or map, and who owns each decision.
VISUAL to CloudSuite Data Cleanup Worksheet
Track record counts, cleanup effort and owners for each master data object before a VISUAL to CloudSuite Industrial migration.
Infor XA (MAPICS) Custom Modification Inventory Worksheet
List every XA modification, score value and complexity, and see a priority score to guide keep, replace or retire decisions.
NAV to Business Central Data Migration Mapping Worksheet
Track each NAV table you plan to migrate, the target in Business Central, the method, volume and status, and total the effort.
Acumatica Data Migration Field Mapping Worksheet
Map each legacy field to its Acumatica screen and field, record the transform rule and owner, and track cleansing status. Exports to Excel.
Sage Chart of Accounts Mapping Worksheet
Map old Sage accounts to a new chart, carry opening balances and check that debits equal credits before you load the trial balance.
Sage Customization and Report Inventory Worksheet
List every custom report, script and integration in your Sage system, score its value and effort, and decide what to keep, replace or retire.
QAD Mock Conversion Load Log Worksheet
Editable log of data objects per mock conversion cycle with extracted, loaded and rejected counts and an automatic load percentage.
IFS Cloud Data Migration Object Tracker
Editable tracker for IFS Cloud migration objects with source, owner, cleansing status and effort so you can see remaining work in hours.
QAD EE Custom Code Inventory Worksheet
Editable inventory of QAD customizations with type, use, complexity and retire or rebuild decision, totalling rebuild effort.
QAD Customization Inventory Worksheet
An editable list of customizations, reports and interfaces with a decision and effort estimate for each, to plan an upgrade or move.
ERP Data Migration Load Planner Worksheet
List each data object to migrate with record counts, cleansing progress and an estimated load time to plan trial loads and cutover.
Job Shop ERP Data Migration Worksheet
Plan a data migration object by object: source, record count, data quality, owner and estimated effort hours. A planning sheet for JobBOSS, E2, Global Shop, ProShop or Fulcrum projects.
Cloud MRP Implementation Project Plan Worksheet
Editable task list with owner, start date, days, hours and rate that totals your internal and consultant effort for a cloud MRP rollout.
Cloud MRP Vendor Quote Comparison Worksheet
Compare vendor quotes on subscription, platform fee, implementation and add-ons across a multi-year term, not just the monthly sticker price.
China ERP Selection Scorecard: Kingdee vs Yonyou vs SAP
An editable weighted scorecard to compare Kingdee, Yonyou and SAP for a China plant or subsidiary. Set your weights, score each vendor and export.
China ERP Data Cleansing Tracker Worksheet
An editable tracker for data objects in a Kingdee, Yonyou or Inspur migration, with error rate and completion calculated per row.
China ERP UAT Test Script Worksheet
An editable UAT tracker with executed and passed counts per script and an overall pass rate for go/no-go.
China ERP Implementation Cost Estimate Worksheet
Build a line-item budget for an ERP project in China with licences, implementation days, fapiao and tax interface, data migration and contingency.
South Africa Manufacturer ERP Selection Scorecard
Weight your criteria, score up to three ERP candidates from 1 to 5, and see weighted totals out of 100. Exports to Excel.
SYSPRO Data Migration Mapping Worksheet
Track each master data object from legacy system to SYSPRO with transform rules, owner and sign off status.
EU Manufacturer ERP Selection Scorecard
A weighted scoring grid for comparing three ERP vendors on criteria that matter to European manufacturers, with automatic totals.
ERP Implementation Partner Comparison Worksheet
An editable table to compare implementation partner quotes on day rates, effort, expenses, references and fit, with total cost computed per partner.
ERP Data Migration Mapping Worksheet
Editable source-to-target field mapping sheet for moving a legacy ERP into abas, proALPHA, IFS, Exact or any other target. Tracks rules, owners and sign-off.
ERP Fit-Gap Analysis Worksheet
Score each requirement against a candidate ERP, classify the gap resolution and get a weighted fit percentage you can defend in a steering meeting.
ERP Cutover Plan Worksheet
Hour-by-hour go-live cutover task list with owners, durations, dependencies and rollback checkpoints, ready to run a weekend cutover.
ERP Fit-Gap Scoring Worksheet
Editable worksheet to weigh requirements, score how each candidate ERP meets them and calculate a weighted fit percentage you can export to Excel.
ERP Localization Gap Register Worksheet
Log each country requirement, how the ERP covers it, the effort in days and the cost, and see the total gap cost at a glance.
ERP Vendor Scoring Matrix Worksheet
A weighted evaluation matrix for three ERP vendors. Edit criteria and weights, score each vendor and read the totals.
ERP Vendor Longlist to Shortlist Tracker Worksheet
Track 10 to 20 ERP vendors, give each a quick screening score and cut the list down to the 3 to 4 you will invite to a full demo.
ERP RFP Clarification Questions Log Worksheet
Log every vendor question during the RFP period, record the answer, and mark whether it was shared with all bidders.
ERP Implementation Partner Evaluation Worksheet
Score system integrators and ERP partners on experience, team, method, references and commercial terms, with a weighted total for each criterion.
ERP Selection Risk Register Worksheet
Track the risks of the ERP selection and decision itself, score them by probability and impact, and assign an owner and mitigation to each.
ERP Vendor Quote Comparison Worksheet
Put every vendor's quote line on the same footing: one time fees, annual fees, years and an uplift, giving a comparable five year total.
ERP Proposal Price Normalization Worksheet
Line up three ERP proposals on the same cost lines, with one-time and annual amounts, and compare the five year total.
ERP Cutover Plan Worksheet
Build a task-by-task ERP cutover runbook with owners, durations and a buffer, and calculate the total cutover window.
ERP UAT Test Script Template
A user acceptance test worksheet with example order-to-cash and procure-to-pay scripts, tester columns and result tracking you can export to Excel.
ERP Training Plan Worksheet
Plan role-based ERP training with class counts, trainer hours and learner hours calculated for you.
ERP RACI Matrix Template
A RACI worksheet pre-filled with typical ERP implementation activities and roles, ready to edit and export to Excel.
ERP Hypercare Issue Log Worksheet
A hypercare issue log with severity, owner, hours open, SLA and a breach flag calculated per row.
ERP Implementation Risk Register Template
An editable risk register for ERP projects. Score each risk by probability and impact, assign an owner and mitigation, then export to Excel.
ERP Fit Gap Analysis Worksheet
An editable fit gap table that classifies requirements, estimates effort and totals the customization burden for your ERP project.
ERP UAT Defect Log Worksheet
A defect log for ERP user acceptance testing with severity, owner, status and ageing, ready to export to Excel.
ERP Project Risk Register Worksheet
A working risk register for ERP programs with auto-scored probability times impact, owners, mitigation and status.
ERP Implementation Risk Register Worksheet
An editable risk register for ERP projects that scores each risk as probability times impact and exports to Excel.
Calculators and simulators
ERP TCO Comparison Calculator (5-Year)
Model the true 5-year cost of a new ERP, including subscription, implementation, integrations, and the internal staffing most vendors leave out of the quote.
Data Migration Effort Calculator
Estimate the hours, elapsed weeks, and cost of migrating your legacy ERP data based on entity count, data quality, history depth, and test cycles.
ERP Integration Complexity Calculator
Estimate the hours, cost, and elapsed time of your ERP integration workstream from interface count, integration patterns, and middleware maturity.
Cloud vs On-Premise ERP Cost Calculator
Put cloud subscription and on-premise ERP costs side by side over 5 years, including the maintenance, infrastructure, and staffing lines that skew the comparison.
ERP Implementation Timeline Estimator
Estimate a realistic ERP implementation duration from your user count, sites, module scope, customization level, and team availability, with contingency included.
ERP Business Case Calculator
Build a defensible ERP business case from inventory carrying cost reduction, administrative labor recovery, and expedite savings, with payback period and five-year ROI.
ERP Project Staffing Calculator
Estimate the internal core team, consultant FTEs, backfill headcount, and total person-hours required for your ERP implementation based on users, sites, modules, and integrations.
ERP Training Cost Calculator
Estimate total ERP training investment including internal labor hours, external trainer delivery, and the post-go-live productivity dip that most budgets ignore entirely.
Kubernetes Cluster Cost Calculator
Estimate the true monthly and annual cost of a Kubernetes cluster, including compute, control plane fees, managed service premiums, and utilization waste.
Cloud Egress Cost Calculator
Estimate monthly egress and inter-region transfer costs across major cloud providers, and quantify how much CDN offload reduces your bill.
VMware Alternative Migration Calculator
Calculate annual licensing savings and migration payback from moving off Broadcom-era VMware pricing to Proxmox, Nutanix, Hyper-V, or OpenShift Virtualization.
Disaster Recovery Cost Calculator
Estimate monthly and annual disaster recovery cost across cold, warm, hot, and active-active standby tiers based on your RTO and RPO targets.
Backup Storage Cost Calculator
Estimate monthly and annual backup storage cost accounting for data growth, retention period, deduplication ratio, and storage tier pricing.
Legacy Application Modernization Cost Calculator
Turn screen count, business rule complexity, integrations, and modernization approach into engineering hours, total cost, and a rough timeline for your legacy application.
SaaS vs Custom Build 5-Year Cost Calculator
Compare 5-year SaaS seat licensing cost against a custom build's development, hosting, and maintenance cost to see when owning beats renting.
Mainframe Migration Cost Calculator
Estimate the engineering cost to migrate off a COBOL mainframe, including conversion automation rate, testing effort, and the parallel run period most estimates forget.
Software Maintenance Cost Calculator
Turn original build cost, support ticket volume, and version upgrade frequency into a realistic annual software maintenance budget.
S/4HANA Migration Business Case NPV Calculator
Test whether your S/4HANA investment pays back, and how sensitive it is to benefit realisation.
SAP Migration Schedule Risk PERT Calculator
Turn optimistic, likely and pessimistic durations into a commitment date at the confidence level you choose.
SAP Migration Project Team Cost Calculator
Budget the people cost of an S/4HANA program including internal staff, backfill and contingency.
Oracle Fusion Data Migration Load Window Calculator
Size the cutover load window for bulk file-based data loads, allowing for error reruns, parallel efficiency, validation and a safety buffer.
JDE Cutover Data Load Time Calculator
Build the cutover weekend timeline: load hours from row counts and streams, plus index rebuild, validation and a contingency buffer.
JD Edwards World Parallel Run Cost Calculator
Add up the cost of running the old and new systems together, including reconciliation and slippage, and see the true incremental cost of the overlap.
Legacy ERP Parallel Run Cost Calculator
Shows what each month of parallel running costs once you add legacy fees, double entry and reconciliation effort.
Legacy ERP Data Cutover Window Calculator
Estimates final load duration, window utilisation and total rehearsal time from record volume, throughput and validation overhead.
Legacy ERP On-Prem Run Cost Calculator
Adds servers, SQL licences, admin staff, disaster recovery and vendor maintenance into one annual run cost with a multi-year inflation view.
Acumatica License Cost Calculator
Turn a vendor quote into a multi-year cost view: subscription with annual increases, implementation, training, integrations and internal time.
Acumatica and Sage Intacct Multi-Year TCO Calculator
Total cost of a subscription ERP over 1 to 10 years: subscription with annual uplift, implementation, training and support, expressed per user per month.
Sage 100 On-Prem vs Cloud Subscription Break-Even Calculator
Compares annual on-premise Sage 100 cost (server, maintenance, IT time, security) with a cloud subscription and computes payback on the migration spend.
Acumatica Data Load Window Calculator
Estimates cutover-weekend load time from record volumes, load throughput, error rework and parallel streams.
QAD IFS Plex Data Migration Effort Calculator
Planning calculator that turns object counts, mock cycles, rework and reconciliation into total migration hours and cost, with a sweep over mock cycles.
QAD Customization Migration Effort Calculator
Size the work to carry QAD customizations forward: count them by complexity, set the share you can retire, add testing and contingency.
Job Shop ERP Implementation Cost Calculator
Estimate the first year and multi-year cost of a job shop ERP: licenses, implementation hours, data migration, training, hardware and annual support. Includes a chart of cost against user count.
Job Shop ERP Subscription vs Perpetual License Cost Calculator
Compare cumulative cost of a per-user subscription against a perpetual license plus maintenance and hosting, and find the break-even year.
Small Manufacturer ERP Cost Calculator
Total cost of ownership calculator for cloud MRP and ERP projects in small plants, covering subscription, users, one-time services and hidden internal time.
Small Manufacturer ERP ROI and Payback Calculator
Estimate annual benefit, payback months and three year net for a cloud MRP or ERP at a small plant, with a what-if sweep on inventory reduction.
MRP Seat Pricing and Five Year TCO Calculator
Model what a per user cloud MRP subscription really costs over several years as your user count grows, including base fee, discount and onboarding.
Spreadsheet to Cloud MRP Implementation Effort Calculator
Estimate data cleanup, configuration, training and testing hours and a realistic go live duration for a small manufacturer moving to cloud MRP.
Indian SME ERP Cost Calculator (Rs)
Estimate the total cost of ownership of an ERP in rupees: licences, implementation, training, hardware, support and yearly running cost.
China ERP 5-Year TCO Calculator (Kingdee, Yonyou, Inspur Quotes)
Convert a quote into a full multi-year cost: licenses, implementation days, customization, support, infrastructure and internal staff.
China ERP Data Migration Effort Calculator (Items, BOMs, Parties)
Estimate cleansing and loading effort for master data, with a factor for bilingual names, unit codes and clean-up needs.
Pastel to Cloud ERP Migration Cost and Payback Calculator
Estimate annual saving, payback period and multi-year return when replacing Sage Pastel or a similar on-premise package with a cloud ERP.
EU Mid-Market ERP 5-Year TCO Calculator
Compare a mid-market ERP quote on a like-for-like five-year basis: subscription with annual uplift, implementation services, infrastructure and internal project staff.
ERP Implementation Effort Estimator (Consulting Days)
Estimate consulting days, cost and calendar duration for a mid-market ERP rollout from modules, sites, integrations and the share of requirements needing customisation.
ERP Go-Live Delay Cost Calculator
What-if tool showing the true cost of postponing an ERP go-live: extended project team, legacy licences still running and benefits you do not yet earn.
ERP Named vs Concurrent User Licence Calculator
Compare the annual cost of named full and limited users with a concurrent licence pool and see the break-even concurrency level.
ERP Data Migration Effort Calculator
Estimate cleansing, open document validation and mock load hours for an ERP migration from record counts, defect rate and the number of trial loads.
ERP Subscription Price Escalation Calculator
Model what annual ERP subscription uplifts cost over the term and how much a negotiated cap saves.
ERP Selection Project Duration Calculator
Estimate weeks and months from selection kickoff to contract signature based on requirements, RFP, demo, reference and negotiation stages.
ERP Selection Project Cost Estimator
Estimate the internal time and consultant spend needed to run the selection phase, and see how adding vendors raises the cost.
ERP Subscription Price Escalator Cap Calculator
Model how annual uplift clauses compound over a multi-year ERP subscription and what a negotiated cap is worth in real money.
ERP License Discount Negotiation Savings Calculator
See what moving the ERP subscription and services discount from the vendor's first offer to your target is worth over the whole term.
ERP User License Mix Cost Calculator
Split your user population into full, limited and casual license tiers and see the annual cost and the saving against licensing everyone as a full user.
ERP Selection Delay Cost Calculator
Put a monthly price on stalling an ERP selection: benefits you do not capture, the legacy system you keep paying for, and price drift on the quote.
ERP Subscription vs Perpetual License Breakeven Calculator
Find how many years it takes a perpetual ERP license, with annual maintenance and hosting, to beat a subscription on cumulative cost.
ERP RFP Evaluation Effort Calculator
Estimate how many evaluator hours and weeks it takes to read and score RFP responses, and what inviting more vendors does to the load.
ERP SaaS SLA Uptime and Credit Calculator
Turns an SLA availability percentage into allowed minutes of downtime and estimates the credit when the vendor misses it.
ERP UAT Defect Burn-Down Calculator
Model open defects, new defect arrival, fix rate and retest failures to see if UAT exits on schedule and what fix rate you need.
ERP Mock Data Load Rehearsal Planner
Estimate load time, rehearsal effort and the expected reject rate after each mock load, and check the load fits your cutover window.
Data Cleansing Batch Effort Calculator
Plan a data cleansing or migration clean-up: how many records need manual attention, how many hours, how many weeks and what it costs.
On-Prem Server Refresh vs Cloud TCO Calculator
Put hardware, support, space, admin time and hosting fees on one page to compare a server refresh with a cloud hosting move over your planning horizon.
Reference tables
Job Shop ERP Vendor Landscape Reference
A searchable list of ERP systems small machine shops commonly shortlist, with vendor, category and what to verify in each demo.
ERP Licensing Models Reference
A searchable lookup of the licensing and pricing models ERP vendors use, with what each one measures and where the cost surprises hide.
ERP Deployment Models Comparison Reference
A searchable comparison of ERP deployment models showing who runs the infrastructure, who controls upgrades and what customization is realistic.
ERP Implementation Methodology Phases Reference
Compare the phase names and focus of the major vendor ERP implementation methodologies in one searchable table.
ERP Master Data Load Order Reference
A vendor-neutral load sequence for ERP data migration: what has to exist before each object can be loaded.
Checklists
ERP Go-Live Readiness Checklist
A 29-point go-live readiness checklist across data, testing, training, cutover, and support, with the highest-risk items flagged as critical.
ERP RFP Completeness Checklist
Verify your ERP request for proposal covers everything vendors need to quote accurately, so responses are comparable and post-award scope disputes are avoided.
ERP Contract Negotiation Checklist
Work through the license, pricing, statement of work, support, and exit terms that determine your ERP total cost of ownership long after the sales team has moved on.
ERP Cutover Weekend Readiness Checklist
Confirm every prerequisite is genuinely complete before the ERP cutover weekend, covering data validation, sequencing, day one operations, rollback triggers, and hypercare staffing.
SAP AVC Migration Checklist
A planning checklist for inventorying classic VC objects, preparing for Advanced Variant Configuration and proving the result before cutover.
Infor VISUAL Upgrade Readiness Checklist
A grouped checklist covering backups, customisations, reports, interfaces, testing and cutover for a VISUAL upgrade.
Dynamics GP to Business Central Migration Checklist
Thirty checks across scoping, data, add-ons, cutover and go-live for a GP to Business Central move.
Legacy ERP Data Archive Checklist
Twenty-eight checks to decide what history to keep, where to keep it and how to decommission a legacy ERP safely.
Acumatica Go-Live Cutover Checklist for Manufacturers
A cutover checklist covering data, inventory, open orders, security, integrations and rollback before and after an Acumatica go-live.
QAD EE to Adaptive ERP Migration Checklist
A grouped checklist for planning and executing a move from QAD Enterprise Edition to Adaptive ERP, from inventory to hypercare.
JobBOSS to E2 Shop System Migration Checklist
A practical checklist for moving a small shop from JobBOSS to E2 Shop System, from data audit through cutover and first month close. Works in reverse too.
Job Shop ERP Vendor Demo Questions Checklist
Questions to put to any job shop ERP vendor so the demo covers your real jobs, data and costs.
Spreadsheet to MRP Migration Checklist
A phased checklist to move planning, BOMs and inventory out of spreadsheets and into a cloud MRP or ERP without losing control during cutover.
Small Manufacturer MRP Vendor Demo Question Checklist
Questions to ask in every cloud MRP demo so you compare vendors on your real process, not their sample data.
Small Manufacturer MRP Go-Live Cutover Checklist
A cutover checklist covering data freeze, opening stock and open orders, training and rollback for a small plant going live on a new MRP.
Kingdee K/3 Cloud to Cloud Galaxy Migration Checklist
A practical checklist for upgrading or migrating a Kingdee K/3 Cloud estate to Kingdee Cloud Galaxy, covering scope, data, custom code, integrations, cutover and tax.
ERP Implementation Partner Evaluation Checklist
A structured checklist for evaluating the system integrator or implementation partner, separate from the software vendor itself.
ERP Go-Live War Room Checklist
A checklist for running the war room on go-live day and through the first critical week.
Master Data Go-Live Cutover Readiness Checklist
A checklist of the master data tasks that must be complete before an ERP cutover, with critical items marked.
Assessments
ERP Migration Risk Assessment
Answer 10 questions about your data, team, testing, and budget to get a migration risk score and a prioritized list of mitigations before your project starts.
ERP Selection Scorecard for Manufacturers
Score the rigor of your ERP selection process in 10 questions and find the gaps vendors exploit before you sign a contract you cannot easily exit.
ERP Change Management Readiness Assessment
Score your organization's readiness for the people side of ERP change: sponsorship, communication, training, capacity, and resistance handling.
ERP Upgrade vs Replace Assessment
Answer 10 questions about your current ERP's support status, fit, customization burden, and costs to see whether upgrading or replacing is the stronger path.
Medical Device ERP Fit Assessment
Score how well your current or shortlisted ERP supports medical device manufacturing requirements including DHR generation, lot traceability, Part 11 controls, CAPA, and UDI submission.
Automotive Supplier ERP Fit Assessment
Score how well your ERP handles automotive customer requirements including EDI release processing, ASN and AIAG labeling, cumulative quantity reconciliation, PPAP control, and recall traceability.
Job Shop ERP Fit Assessment
Score how well your ERP handles high-mix, low-volume and make-to-order manufacturing across quoting, one-off routings, WIP visibility, subcontract tracking, and job-level cost variance.
ERP Vendor Demo Scorecard
Score each ERP vendor demonstration on the ten factors that predict implementation reality, from scripted scenario coverage to whether integrations and error handling were shown live.
Infrastructure Modernization Roadmap Scorer
Answer 7 questions to score the maturity of your infrastructure modernization roadmap and get a prioritized set of next steps.
Application Portfolio Rationalization Scorer
Score a single application against business value, technical health, cost, and risk to see whether it belongs in the retire, tolerate, migrate, or invest quadrant of your portfolio.
Software Vendor Lock-In Risk Assessment
Score your exposure to vendor lock-in across data portability, proprietary customization, pricing power, and exit cost before your next contract renewal.
JD Edwards EnterpriseOne Cloud Migration Readiness Assessment
Ten questions that show how ready your JDE estate is to move to Oracle Cloud Infrastructure or a hosted environment.
JDE World to E1 Migration Readiness Assessment
Ten questions that show how complicated a JD Edwards World to E1 (or other ERP) move will be, based on customization, data, interfaces and people.
AS/400 Green Screen Modernization Assessment
Find out whether your IBM i green screen applications should be left alone, wrapped with a web or API layer, or replaced, based on 10 practical questions.
RPG and IBM i Skills Succession Risk Assessment
Score how exposed your IBM i and RPG environment is to retirements, single points of knowledge and missing documentation.
Eclipse to Prophet 21 Migration Readiness Assessment
Ten questions to gauge how ready a distributor is to move between Eclipse and Prophet 21 or any similar change of distribution ERP.
Infor XA (MAPICS) Migration Readiness Assessment
Ten questions that score how ready you are to move off Infor XA (MAPICS), covering customizations, IBM i dependencies, data quality and ownership.
Infor VISUAL and XA Legacy System Risk Assessment
Ten questions that score how exposed your VISUAL or XA system is on support, skills, hardware, customisation and integrations.
NAV to Business Central Upgrade Assessment
Answer ten questions about your Dynamics NAV environment to see how ready you are to upgrade to Business Central and what to tackle first.
Sage 100 to Cloud Migration Assessment
A 10-question readiness score for companies on Sage 100 deciding when and how to move to a cloud ERP, with recommendations by result band.
Sage 300 vs Acumatica Manufacturing Fit Assessment
Score how well your current Sage system supports your manufacturing process and see whether it is time to evaluate alternatives.
QAD Adaptive ERP Migration Readiness Assessment
Ten scored questions on customizations, integrations, data, reports and people to show how ready a QAD EE site is for Adaptive ERP.
Job Shop ERP Selection Scorecard
Ten questions about how your shop quotes, schedules, tracks and certifies work. Shows how demanding your ERP requirements are and what to prioritize when comparing systems.
Job Shop ERP Go-Live Readiness Assessment
Nine questions to score whether your data, people and cutover plan are ready for an ERP go-live.
MRPeasy vs Katana Selection Scorecard
A 10-question fit test that scores how much planning depth and shop floor control your operation needs, to compare MRPeasy and Katana style cloud MRPs.
Small Manufacturer MRP Readiness Assessment
Score your readiness for MRPeasy, Katana, Odoo, ERPNext or a similar system, and see what to fix before you buy.
Tally to ERP Migration Readiness Assessment
Answer ten questions to see whether Tally is still enough or whether your operations justify moving to an ERP.
Yonyou U8 to YonBIP Readiness Assessment
Answer ten questions to see how prepared your U8 environment is for a move to Yonyou YonBIP, and what to fix first.
Sage Pastel to Cloud ERP Migration Assessment
Ten questions that score your readiness to move from Sage Pastel to a cloud ERP and point to the gaps to close first.
Africa ERP Implementation Readiness Assessment
Ten questions that score data quality, infrastructure, tax compliance, skills and sponsorship before you commit to an ERP project.
abas ERP Migration Assessment
Ten questions that rate the effort and risk of moving off, or up within, abas ERP, based on customization depth, interfaces and data quality.
Exact Globe to Exact Online Assessment
Ten questions that rate how ready an Exact Globe installation is to move to Exact Online, covering customization, manufacturing scope and integrations.
ERP Selection Readiness Assessment
Nine questions that test whether your organization is ready to run an ERP selection, with a score and next actions.
ERP Vendor Viability and Risk Assessment
Score the risk of committing to a given ERP vendor across finances, roadmap, support, customer base and exit options.
ERP Go-Live Readiness Assessment
A ten-question scored assessment of your ERP go-live readiness, with a verdict and recommended actions before your go/no-go meeting.
ERP Project Governance Health Assessment
A ten-question self-assessment that scores how healthy your ERP implementation governance and delivery practices are.
Latin America ERP Localization Readiness Assessment
Ten scored questions that show how ready your ERP and processes are for Latin American e-invoicing, tax and reporting before you open a new plant or subsidiary.
Nearshoring ERP and Trade Compliance Readiness Assessment
Score how ready your ERP, master data and compliance processes are for running a plant or supplier base in Mexico or Latin America.