Choosing an ERP Implementation Partner: The Ultimate VAR Guide How would you describe your current finance technology foundation?
Please select... Needs improvement - Fragmented tools and spreadsheets are common. We operate a patchwork financial system and/or on-premises environment that requires significant upkeep. Average - Core accounting system is in place, but key processes still rely on numerous bolt-on solutions and workarounds. Advanced - An integrated finance/ERP foundation supports unified operations and scaling the business without constant workarounds and ad hoc processes.
How satisfied are you with your current accounting solutions ability to scale and support business growth?
Please select... Dissatisfied - It creates friction and slows growth. Neutral - It works, but gaps persist and are growing, becoming harder to ignore. Satisfied - It supports growth and doesnt hold the team back from supporting the business.
Is modernizing finance a priority for the business in the next 12 to 18 months?
Please select... Not a top priority - Were focused on operating the business and maintaining the status quo. On the radar - Its important, but ownership and planning arent clear yet. Top priority - We have momentum and executive support to modernize as needed to support the business and accelerate growth.
How would you describe your closings, reconciliations, and reporting?
Please select... Needs Improvement - Unpredictable and laborious with a high degree of manual effort. Average - Mostly manageable, but we struggle in specific areas. Advanced - Predictable and efficient, with few manual bottlenecks.
How dependent is the finance team on spreadsheets/manual processes to operate?
Please select... Needs Improvement - Heavy reliance on spreadsheets/manual reconciliations. As a result, delays are routine. Average - Moderate reliance, as spreadsheets still serve an important purpose. Advanced - Limited reliance on spreadsheets as they support analysis, but not core operations.
How would you describe the ongoing cost and effort to maintain your current accounting/finance technology(licenses, upgrades, support, customizations)?
Please select... Needs Improvement - Costs are rising, and maintenance/upgrades consume time and budget wed rather invest elsewhere. Average - Costs and efforts are manageable today, but trending upward as complexity grows. Advanced - Costs are predictable, upgrades manageable, and the system isnt draining capacity.
How easily can your teams access the key data they need?
Please select... Needs Improvement - Access is slow and manual since data lives in silos and needs significant analysis to reconcile. Remote access is limited or inconsistent. Average - Some integration exists, but we still perform regular exporting, cleanup, and validation to deliver trustworthy data. Access often depends on workarounds. Advanced - Data is highly accessible, requiring minimal manual movement and reconciliation with reliable access for distributed/remote teams.
How confident are you in the financial controls and audit trail across key workflows?
Please select... Needs Improvement - Controls and audit trails rely heavily on manual oversight, leading to gaps and unmanaged risk. Compliance changes are hard to absorb without disruption. Average - Controls are in place, but exceptions remain, requiring additional analysis and oversight. Compliance updates require significant time and effort to address. Advanced - Strong controls and auditability are in place, with clear workflow visibility. The system can adapt to compliance needs with limited or minimal disruption.
Are you currently evaluating a new ERP solution or refreshing your ERP strategy?
Please select... No - We are not evaluating and have no clear roadmap (status quo). Exploring - We are gathering requirements and options, but no formal plans. Active - We are evaluating or executing against a defined strategy and timeline to modernize our current accounting software/ERP.
How would you rate your reporting and business intelligence capabilities today?
Please select... Needs Improvement - Reporting is limited and manual, resulting in untimely insights that cannot be trusted. Average - Reporting exists, but visibility still lags behind leadership's needs. Advanced - Efficient and effective reporting is in place, enabling us to answer questions quickly and accurately.
When leadership asks a new question, how quickly can finance deliver a confident answer?
Please select... Needs Improvement - It takes days, sometimes weeks, and usually requires extensive manual effort, ad-hoc spreadsheets, and/or extra validation. Average - We can normally answer in a few days, but it still takes extensive effort and occasional rework to ensure the output is trustworthy and reportable. Advanced - Same-day/next-day with strong confidence is routine. We spend less time finding the relevant data and more time advising on decisions.
How often does finance influence decisions with timely insights?
Please select... Needs Improvement - Insights appear only after leadership requests them. Average - Sometimes early, but not consistently or fast enough to drive strategic decision making. Advanced - Routinely early, meaning finance plays an integral role in proactively steering strategic decision-making.
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