11/03/2026
A Simple ERP Health-Check Checklist
An ERP can remain operational while quietly creating extra work for finance and operations.
Use this checklist to identify where attention may be needed:
• Data quality
Are customer, vendor, item, and account records accurate and consistent?
• Process efficiency
Do employees complete routine tasks outside the ERP?
• Reporting reliability
Can teams produce important reports without repeated spreadsheet corrections?
• Integrations
Are connected systems transferring complete and accurate information?
• User adoption
Do employees understand the correct workflows, or rely on workarounds?
• Controls and access
Are roles, permissions, approvals, and audit trails reviewed regularly?
• System performance
Are slow screens, failed processes, or recurring errors disrupting work?
• Business alignment
Does the ERP still support the company’s current structure and operating needs?
Start with the item causing the most manual work or reporting uncertainty. Document the workflow before changing the technology.
Which area would receive the lowest score in your ERP today?
Read full blog on our website: https://xvantech.com/erp-health-check-checklist/