Page 1 of 3

ERP Readiness Scorecard — Outgrowing QuickBooks

What accounting or ERP system does your business use today?

*

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?

*

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?

*

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?

*

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?

*

How many locations does your business operate?

A

Just one

B

2 to 3

C

4 or more

Do you manage inventory?

*

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.

*

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?

*

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?

*

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?

*

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?

*

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