Page 1 of 3

ERP Readiness Scorecard — Outgrowing QuickBooks

What accounting or ERP system does your business use today?

*

A

QuickBooks Online

B

QuickBooks Desktop

C

Sage 100 or Sage 300

D

NetSuite or another mid-market ERP

E

Spreadsheets only

F

Other

How many employees does your company have?

*

A

Under 10

B

10 to 25

C

26 to 50

D

51 to 100

E

Over 100

What is your approximate annual revenue?

*

A

Under $1M

B

$1M to $5M

C

$5M to $20M

D

$20M to $50M

E

Over $50M

How many legal entities or companies do you manage?

*

A

Just one

B

2 to 3

C

4 or more

How many locations does your business operate?

*

A

Just one

B

2 to 3

C

4 or more

Do you manage inventory?

*

A

Yes, inventory is a core part of our business

B

We have some inventory but it is not complex

C

No, we are a service business

Which of these are you currently using spreadsheets for? Select all that apply.

*

Financial reporting

Inventory tracking

Reconciliations

Approval workflows

Operational tracking

Production or work orders

None of the above

How long does your month-end close typically take?

*

A

Under 5 days

B

5 to 10 days

C

11 to 15 days

D

More than 15 days

E

We don't have a formal close process

Are sales, operations, and finance working from the same data?

*

A

Yes, everyone works from the same system

B

Mostly, but there are some gaps

C

No, each team has their own data sources

D

We are not sure

Are you evaluating new software in the next 12 months?

*

A

Yes, actively evaluating now

B

Yes, planning to evaluate within 12 months

C

Maybe, still deciding

D

No, not at this time

What is your biggest current system challenge?

*

A

Reporting takes too long or requires spreadsheets

B

Inventory does not match accounting

C

Month-end close takes too long

D

We have outgrown our current software

E

Managing multiple locations or entities

F

Production and operations are disconnected

G

We are not sure yet