Questionnaire

Understanding Their Business

What industry does your company operate in?

How many employees do you have?

How many users will need access to the ERP system?

What are your business goals for the next 1–3 years?

What are your biggest operational challenges right now?

Current Systems & Pain Points

Are you currently using an ERP system or managing processes manually?

If yes, which system are you using? What do you like/dislike about it?

What departments are facing the most difficulty with your current setup?

Do you face any issues with data duplication, manual entry, or reporting?

How do you currently manage inventory, accounting, HR, sales, and procurement?

Sales & CRM:

How do you manage your leads, opportunities, and sales pipeline?

Do you need integration with email or phone systems?

Do you track customer communication and history?

Inventory & Supply Chain:

Do you maintain inventory in multiple locations?

Do you need barcoding, batch/lot tracking, or serial numbers?

How do you handle procurement and vendor management?

Finance:

What accounting software do you use?

Do you need local tax rules and currency handling?

Is multi-company or multi-branch accounting required?

HR & Payroll:

How do you manage attendance, payroll, and employee records?

Do you need self-service portals for employees?

Manufacturing (if applicable):

Do you have a production floor? How is it currently managed?

Do you follow Make to Order or Make to Stock?

Data & Security

Is data security and role-based access important to you?

Do you have any compliance needs (like ISO, HIPAA, GDPR)?

Do you require on-premise deployment, or is cloud acceptable?

Reporting & Intelligence

What kind of reports do you need daily, weekly, or monthly?

Do you use dashboards or KPIs to monitor business performance?

Do you need forecasting tools?

Integration & Migration

Do you need to integrate with other tools (e.g., Shopify, QuickBooks, Salesforce)?

Do you need data migrated from a previous system? What formats is your data in?

Budget & Timeline

What is your budget range for ERP implementation?

When are you looking to go live with a new system?

Are you considering other ERP vendors?

Decision-Making

Who will be involved in the ERP selection process?

What are the key factors in making your decision?

Do you prefer a demo or a free trial before committing?