The checklist
| # | Question | Ready if |
|---|---|---|
| 1 | Are your core processes mapped? | At least P2P, O2C and close are written down |
| 2 | Does each process have one owner? | Yes, by role |
| 3 | Is there a delegation of authority? | Approved and current |
| 4 | Are customer, vendor and item masters clean? | Few duplicates, tax details complete |
| 5 | Is the chart of accounts fit for reporting? | Or you plan to redesign it |
| 6 | Do you know the reports you need? | Management and statutory list agreed |
| 7 | Is there an executive sponsor? | Named and available for decisions |
| 8 | Is there an internal project lead? | With enough of their time freed, agreed at the start |
| 9 | Is the budget complete? | Licences, implementation, training, support |
| 10 | Is the go-live date realistic? | Not in peak season; after a closed period |
| 11 | Are users willing to change? | Process owners involved from the start |
| 12 | Is the scope phased? | Phase one is small enough to succeed |
Scoring
- 10 to 12 yes: you are ready; go to partner selection.
- 6 to 9: fix the gaps during Discover and Design.
- Under 6: start with a process review before choosing software.
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
