Current-state assessment
A register of the source files and systems in scope, walkthrough notes for the agreed workflows, and open questions assigned to decision owners.
Output: assessment and scope boundariesERP READINESS / A FOCUSED ENGAGEMENT
Prepare the operation.
Before the implementation.
Get clearer data, defined workflows, and a practical handoff before your business moves into a new ERP. DNAction helps prepare the work your implementation partner will rely on.
- Assess source dataInventory files, systems, and owners.
- Resolve priority exceptionsAgree on naming, units, and approvals.
- Prepare the handoffGive implementation owners a decision log.
THE STARTING POINT
A new system needs
a reliable foundation.
Product records, units of measure, inventory practices, and undocumented handoffs become implementation decisions. Identify the unresolved questions while there is still room to work through them.
Discuss ERP readiness ↗A good fit when you are…
Planning an ERP implementation or migration
Preparing source files for an implementation partner
Unsure which data issues need an operating decision
Trying to document how purchasing, inventory, and fulfillment actually work
Looking for experienced preparation support alongside your ERP reseller
WHAT YOU RECEIVE
A reviewable preparation package.
Coverage is agreed around your systems, source files, locations, and workflows. The proposal defines the actual limits.
Data and exception review
Documented naming and unit rules, a review of required fields and possible duplicates, and an exception register showing which decisions are approved or still open.
Output: rules and exception registerOperational preparation
Maps of the priority workflows, defined responsibilities, and an action plan connecting inventory or process gaps to the person responsible for the next step.
Output: process maps and action planPartner handoff
Reviewed output files, agreed mappings, reconciliation evidence, and a decision log for the implementation partner. Unresolved risks stay visible instead of being treated as completed work.
Output: handoff pack and decision logWORKING ALONGSIDE YOUR PARTNER
Clear responsibilities.
Fewer assumptions.
Your team owns business decisions and access approvals. DNAction performs the agreed readiness work. Your ERP partner confirms target-system requirements, mapping acceptance, and the implementation plan.
Vendor-specific configuration, migration execution, integration builds, and go-live support are separately scoped if needed. This assessment does not certify a business as ready for every ERP.
Define the engagement first
Agree the source files, record volume, locations, and processes included.
Confirm who approves naming, units, ownership, and proposed changes.
Set review checkpoints and evidence required for acceptance.
Agree price, timing, and access requirements in a written proposal.
SEE HOW THE WORK IS DEFINED
Start with a clear scope.
Review a fictional example of a bounded data-readiness engagement, including deliverables, review decisions, acceptance checks, and handoff.
Explore the sample engagement ↗