About this resource

Most enterprise technology projects struggle not because of the software, but because the organization wasn’t ready to use it. Process gaps, unresolved data ownership questions, and misaligned leadership expectations all show up as system failures — but they’re organizational problems that no implementation partner can fix after the fact. This assessment is designed to surface those gaps before they become expensive ones. It walks leadership teams through the questions they need to answer honestly before any platform decision gets made.

---

WHAT’S INSIDE

• Process ownership diagnostic A structured set of questions to determine whether your core processes are documented, owned, and stable enough to configure a system around — or whether that work needs to happen first.
• Data readiness scorecard An honest look at the state of your data: who owns it, how clean it is, and whether the organization has the governance in place to maintain it through a migration.
• Leadership alignment checklist The specific alignment questions that, if left unanswered before go-live, tend to surface as escalations, scope changes, and executive conflict mid-implementation.
• Readiness scoring guide A simple scoring framework that helps you interpret results and decide whether to proceed with selection, pause to address gaps, or bring in outside support to accelerate readiness.