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Business Systems Readiness Assessment
Company Name
Website
Primary Contact Name
Email Address
Phone
Industry
Annual Revenue
Under $2M
$2M–$5M
$5M–$10M
$10M–$25M
$25M+
Are systems connected?
Mostly connected
Partially
Separate
Current Systems
Quick Books
Excel / Spreadsheets
Odoo
Other
Operational Challenges
Inventory
Planning
BOMs
Reporting
Biggest problem
Do you trust inventory?
Yes
No
Partially
Are processes documented?
Yes
No
Partially
Project Intent
New system
Fix current system
Outgrowing spreadsheets
Timeline
Now
3–6 months
6–12 months
Success Definition
Request Readiness Review
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