Who this service is for
- Leadership teams unsure whether the current ERP can support growth
- Finance teams dealing with manual close, reporting, or control issues
- Companies preparing for ERP selection, expansion, acquisition, or implementation
Service
ERP Readiness Assessment
Know whether to optimize, replace, stabilize, or select a new ERP before making a major spend.
Problems addressed
- Unclear ERP maturity
- Slow month-end close
- Manual workarounds
- Unreliable reporting
- Disconnected systems
- Weak ownership and governance
Warning signs
- Reports require exports and offline reconciliations
- Teams disagree on whether the ERP should be replaced
- Integrations fail without clear ownership
- Executives cannot see a prioritized systems roadmap
Questions Maitero answers
- Should we optimize the current ERP or replace it?
- Which processes create the largest business risk?
- What should be fixed before selection or implementation?
- Which data, integration, reporting, and control gaps matter most?
Scope and methodology
What Maitero performs during the engagement.
Scope of work
The main workstreams in this engagement.
- ERP maturity scoring across strategy, finance, operations, data, integrations, reporting, controls, people, and governance
- Current-state process review and risk assessment
- Reporting, dashboard, and month-end close review
- Future-state roadmap and next-step recommendation
Activities performed
Practical activities used to create evidence and decisions.
- Stakeholder interviews
- System and process walkthroughs
- Document and report review
- Risk scoring and prioritization
- Executive findings readout
Systems reviewed
Systems and process artifacts commonly reviewed.
- ERP, CRM, billing, procurement, payroll, bank, reporting, and spreadsheet-based processes
- Source data, master data, integrations, and manual reconciliation files
Documents required
Typical inputs requested from the client team.
- Chart of accounts and entity structure
- Close checklist, key reports, integration list, approval workflows, and pain-point inventory
Stakeholders involved
People usually needed for the work.
- CFO
- Controller
- Operations
- IT
- Sales Operations
- ERP administrator
- Executive sponsor
Maitero responsibilities
Structure the work, identify risks, document findings, facilitate decisions, and produce usable deliverables.
- Facilitate workshops
- Review artifacts
- Maintain issue and decision clarity
- Prepare executive readouts
Deliverables and outcomes
What the client receives.
Deliverables
Tangible outputs from the engagement.
- ERP maturity scorecard
- Current-state findings report
- Risk and impact register
- Future-state roadmap
- Executive recommendation
Sample deliverable
A readiness scorecard that ranks finance, operations, data, integrations, reporting, controls, technology, people, governance, scalability, and compliance.
View sample deliverablesExpected outcomes
The business results this work is designed to support.
- Clear decision on optimize versus replace
- Prioritized roadmap for process, data, reporting, and integration fixes
- Common executive understanding of ERP risk and readiness
Risks addressed
Common risks this service reduces.
- Selecting software before requirements are clear
- Starting implementation with weak data ownership
- Underestimating reporting and integration complexity
What is not included
Clear boundaries keep the scope useful and controlled.
- Software configuration
- Custom development
- Vendor contract negotiation unless added to scope
Optional services
Common next scopes that pair with this work.
- ERP selection sprint
- Data migration readiness review
- NetSuite health check
Related pathways
Connect this service to the rest of the Maitero system.
Related processes
Business processes connected to this service.
- Record to Report
- Order to Cash
- Procure to Pay
- Revenue Recognition
Relevant platforms
Platforms and connected systems commonly reviewed.
- Oracle NetSuite
- Microsoft Dynamics 365
- Sage Intacct
- Acumatica
- Odoo
Relevant industries
Industry contexts where this service is commonly useful.
- Software and SaaS
- Professional Services
- Manufacturing
- Wholesale Distribution
Related resource
Use the ERP readiness checklist to prepare for this work.
ERP readiness checklistFAQs
Common questions about ERP Readiness Assessment.
Is this only for companies replacing ERP?
No. The assessment also helps decide whether the current ERP should be optimized, stabilized, or better governed.
What makes the assessment finance-first?
The review begins with financial close, reporting, controls, billing, revenue, data ownership, and audit reliability before moving into broader operations.
Next step
Your ERP project does not need more uncertainty.
Tell Maitero where the project stands and receive guidance on the most practical next step.