Lead magnet
Signage ERP Readiness Checklist
Find out where your current business process is losing visibility. Eleven areas, a few honest yes/no questions each. Print it, tick it with your team, and you will know which modules matter first.
The eleven areas
What the checklist covers
Sales
- Can you see every open enquiry, its value and its next follow-up on one screen?
- Is every quotation revision kept, with who changed what?
- + 1 more in the PDF
Tendering
- Are tender deadlines, documents and eligibility tracked in one place?
- Can you tell which tenders were submitted, won, lost and why?
BOQ & estimation
- Is the BOQ that won the job reused for purchasing and production, or rebuilt?
- Is the quoted margin recorded and compared to the actual later?
Procurement
- Is every purchase linked to the project it was bought for?
- Do you compare supplier quotations before raising a PO?
- + 1 more in the PDF
Production
- Does each job have a work order with planned and actual quantities?
- Is material issued against the job, not against a name on a slip?
- + 1 more in the PDF
Inventory
- Do you know stock by warehouse and by project without a physical count?
- Is leftover material from one job visible for the next?
Installation
- Is each site job assigned to a team with a date and required material?
- Is site completion recorded with evidence, and does it trigger billing?
Billing
- Can invoices be raised per site, per milestone or per project without re-entry?
- Is the GST invoice created from the delivery or completion record?
Collections
- Can you see outstanding by customer, project and age today?
- Are follow-ups scheduled and recorded, not remembered?
- + 1 more in the PDF
HR
- Is attendance captured for factory, site and office staff in one system?
- Is payroll produced from attendance and leave without a spreadsheet in between?
- + 1 more in the PDF
Management dashboards
- Can the owner see pipeline, production, stock, receivables and cash on one screen, live?
- Is project-wise profitability a report, or a debate?