ERPNext Assessment

ERPNext AI Consultant

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Business Foundation & Vision

Company's current stage: *

Startup (0-2 years) Growth phase (2-5 years) Mature business (5+ years) Enterprise/Corporation Family business succession

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Strategic priority for next 12 months: *

Cost reduction Revenue growth Operational efficiency Compliance/audit readiness Digital transformation Market expansion

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Decision-making style for software purchases: *

One decision-maker (CEO/Owner) Committee (IT + Finance + Operations) Department heads consensus External consultant recommends

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Work model: *

Fully on-site Hybrid model Fully remote Multiple physical locations

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Financial & Commercial Structure

Number of business entities / legal units: *

Single company Holding + subsidiaries Multiple independent companies Global subsidiaries with local compliance

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Sales model complexity: *

B2B only B2C only Both B2B and B2C Government contracts E-commerce marketplace seller Subscription / recurring revenue

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Supply chain complexity: *

Local suppliers only National suppliers International / import suppliers Drop-shipping model Own manufacturing + outsourced

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Revenue recognition complexity: *

Simple (sale = revenue) Project-based (milestone billing) Subscription (SaaS model) Long-term contracts (percentage completion) Consignment sales

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Technical DNA & Infrastructure

Current IT infrastructure maturity: *

No dedicated IT, mostly manual Basic IT support (email, file sharing) Departmental software (accounting, CRM separately) Partial ERP modules in use Full legacy ERP system

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In-house technical skill level: *

No technical staff Basic IT support System administrator Developers available Full IT team with ERP specialists

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Cloud readiness: *

Must be cloud / SaaS only Prefer cloud but can consider on-premise Must be on-premise (security/compliance) Hybrid model acceptable Don't know yet

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Manufacturing (If Applicable)

Manufacturing type:

Make-to-Stock (MTS) Make-to-Order (MTO) Engineer-to-Order (ETO) Process manufacturing Discrete manufacturing

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Production complexity factors needed:

Work center capacity planning Routing / operation sequencing Subcontracting management Production analytics (OEE, efficiency) Maintenance planning Quality management system (QMS)

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Retail / Commerce

Sales channels:

Physical stores only Online store only Omnichannel Marketplaces Wholesale / B2B portal

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POS requirements:

Simple counter sales Integrated inventory updates Customer loyalty programs Offline capability Multiple payment methods Receipt printing / emailing

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Services Industry

Service delivery model:

Time-based billing Fixed-price projects Retainer contracts Outcome-based pricing Mixed model

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Resource management needs:

Employee scheduling Contractor management Equipment scheduling Capacity planning Utilization tracking

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Distribution & Logistics

Warehouse operations:

Single warehouse Multiple warehouses 3PL integration Cross-docking Cold chain requirements

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Shipping complexity:

Single carrier Multiple carriers International shipping Real-time tracking Returns management

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Compliance & Regulatory

Geographic compliance needs:

Local tax (GST/VAT) Multi-country tax compliance Industry-specific regulations IFRS / GAAP Data privacy regulations

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Audit requirements:

Annual external audit Internal audit department Real-time audit trail SOX compliance Industry certifications

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Reporting & Business Intelligence

Current reporting pain points:

Data scattered across systems Manual Excel reports Reports take days to generate Data accuracy issues No real-time visibility

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Key metrics needed frequently:

Cash flow position Sales pipeline Inventory turnover Customer profitability Employee productivity Project profitability

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Executive dashboard requirements:

CEO dashboard Department dashboards Real-time KPIs Drill-down capability Mobile access

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User Adoption & Change Management

Average employee tech comfort:

Low Moderate High Mixed

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Training approach preference:

Self-paced online Classroom training Train-the-trainer Video tutorials Dedicated super-users

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Change management challenges anticipated:

Employee resistance Multi-department complexity Unionized workforce Multi-language requirements Shift workers

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Integration Ecosystem

Critical system integrations needed:

Email / calendar E-commerce platforms Payment gateways Banking APIs Shipping carriers CRM systems Marketing automation BI tools IoT / device integration Legacy systems

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API / integration requirements:

REST APIs required Webhooks required Batch sync acceptable Custom middleware Pre-built connectors only

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Total Cost of Ownership

Budget allocation preference:

Lower upfront, higher ongoing Higher upfront, lower ongoing Pay-as-you-go Perpetual license Open-source with paid support

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Implementation cost components considered:

Software licensing Implementation services Custom development Data migration Training Ongoing support Infrastructure / hosting

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ROI expectation timeframe:

Less than 6 months 6–12 months 1–2 years 2–3 years Strategic investment

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Vendor, Scalability & Future

Preferred vendor relationship:

Self-service Regional partner Direct vendor Global SI Mixed model

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Implementation approach preference:

Big bang Phased by module Phased by department Pilot first Agile / iterative

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Expected user growth in 3 years:

Same 2x 5x 10x+ Unpredictable

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Global expansion plans:

No plans Domestic only Regional Global planned Already global

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Contact & Follow-up

Full name: *

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Job title:

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Business email: *

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Mobile number:

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Preferred communication:

Email WhatsApp Phone call Video meeting In-person meeting

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Would you like a live demo?

Yes, schedule Send report first Maybe later

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