ERP Readiness Checklist

Use this 12-point audit before investing in custom ERP, TMS, or hospital management software. Built for logistics, healthcare, and multi-location operators in the USA, UAE, and UK.

1. Document core workflows (order-to-cash, patient journey, shipment lifecycle) — not just feature wishlists.
2. Identify data sources: spreadsheets, legacy DB, third-party APIs that must integrate on day one.
3. Define roles and permissions: who sees billing vs operations vs clinical data.
4. List compliance requirements (HIPAA, GDPR, local tax, audit trails) before architecture.
5. Estimate user count at 12 and 24 months — drives licensing vs custom build ROI.
6. Map reporting needs: real-time dashboards vs monthly exports for leadership.
7. Confirm budget range and timeline; fixed-price vs T&M decision criteria.
8. Assign an internal product owner with 5+ hrs/week for decisions and UAT.
9. Plan data migration: sample records, cleansing rules, cutover weekend.
10. Define MVP scope: one region, one module, or full rollout phased over quarters.
11. Review vendor security: NDA, IP ownership, hosting region, backup SLA.
12. Schedule pilot with 5–10 power users before company-wide rollout.