Self-assessment: Will your ERP create lasting success and alignment?

Now that your ERP implementation is coming to a close, it’s good to take a look back on the journey. Will your ERP create lasting success and alignment? See how well you stack up against leading practice.

Take the self-assessment

For each statement below, rate your organization on a scale of 1 to 5 according to how well you meet leading practice:

1 = Not met
2 = Partially met
3 = In-progress
4 = Mostly met
5 = Fully met

Project management and governance

A formal, post-go-live governance structure remains active and effective.
Lessons learned and retrospective reviews have been conducted and documented.
Ownership for ongoing enhancements and support is clearly defined.
Post-implementation performance is tracked against original business case goals.

Budget, scope, and resource alignment

Actual implementation costs have been reconciled against the original and revised budgets, with clear documentation of variances.
Any scope changes during the project were formally tracked, approved, and documented with associated impact analysis.
Ongoing resource needs (system support, enhancement teams, process owners) are adequately staffed and funded.
Budget is allocated for post-go-live optimization, user support, and continuous improvement initiatives.

Process design and optimization

Core processes have been stabilized and are performing as expected.
Opportunities for further automation or simplification are actively being identified.
Manual workarounds are being tracked, reviewed, and addressed.
Business users are engaged in continuous process improvement initiatives.

Change management and adoption

End-user adoption levels are being monitored with KPIs and feedback mechanisms.
Resistance to change is being addressed through targeted communications or retraining.
Business owners are visibly championing ERP adoption.
Ongoing stakeholder engagement is embedded in continuous improvement cycles.

End-user training and testing

Training materials and user guides have been updated based on post-go-live learnings.
New hires or role changers are integrated into ongoing training programs.
Regression and user testing are performed for new features and updates.
User support tickets are monitored for training gaps or usability issues.

Post-go-live support and issue resolution

A formal support model (internal or external) is in place and functioning well.
SLAs for support and enhancement requests are being met.
Root causes of recurring issues are being tracked and remediated.
Hypercare transitioned successfully into a steady-state support process.

Controls and risk mitigation

Key business process controls are functioning and documented.
Control deficiencies are tracked, assigned, and under remediation.
Internal audit or risk reviews have been conducted post-implementation.
Control automation opportunities are being explored to reduce manual tasks.

Compliance, security, and Segregation of Duties (SoD)

SoD conflicts have been identified and are being actively remediated.
Sensitive transactions and access points are monitored regularly.
Compliance and legal requirements have been mapped to ERP capabilities.
Audit trails and system logs are retained and reviewed for anomalies.

Data governance and quality

A data governance framework with ownership and accountability is in place.
Data quality issues are identified, tracked, and corrected continuously.
Reporting accuracy and consistency have been validated.
Key financial structures (like Chart of Accounts) are stable and well-managed.

SDLC (System Development Life Cycle) controls

A formal change management process is in place for ERP updates and enhancements.
Development, testing, and production environments are properly segregated.
All code/configuration changes follow documented approval and testing processes.
Access to make system changes is limited and reviewed regularly.

How did you score?

34-40: 🟢 Optimized: Strong performance and alignment. Ready for transformation scale.
26-33: 🟡 Moderately stable: Most areas are healthy. Pursue continuous optimization.
16-25: 🟠 Needs strengthening: Foundational gaps exist. Focus on process and control reinforcement.
0-15: 🔴 High risk: Significant issues remain. Immediate stabilization and remediation needed

Didn’t score as high as you would have liked? Usually, it’s because the business wasn’t in the driver’s seat. Explore how our Business Integrator Model can help.