Step 1: What Do I have?

It’s a really good idea to know what you currently have prior to deciding if you need a new or upgraded ERP system.  The following isn’t intended to be comprehensive, but it’s a good starting point:

  1. What ERP system are we using now?
  2. What’s the version of the ERP system we’re using now?
  3. How many users for the ERP system are we licensed for?
  4. What year was the ERP system last upgraded?
  5. What database does the ERP system store its data in?
  6. What version is the database?
  7. How many database users are we licensed for?
  8. How much storage space is the database consuming?
  9. What operating system is running on the server housing the database?
  10. How much memory (RAM) does the server have that is storing the database?
  11. How much free hard disk storage space does the server have?
  12. How many remote users do we have?
  13. How many remote offices do we have?
  14. Are any of the servers or workstations virtualized?
  15. How much RAM does each workstation have?
  16. What video resolution is supported by each workstation?
  17. Are we using barcoding or RFID technology?
  18. What firewall are we using?  Brand, model, and version information is useful.
  19. What’s the speed of our Internet connection?
  20. What third-party add-ons do we have for our existing ERP system?  Version information is useful.
  21. What document imaging software are we currently using, if any?
  22. What interfaces to other systems (internal or external) are currently being utilized?
  23. Has the existing system been customized?
  24. Has a report writer been used to create custom reports?  How many?
  25. What upgrade rights do you have?  Are you currently paying a fee that entitles you to free upgrades?
  26. What printers do we have?
  27. How do we backup our current system’s data?
  28. Are we using Active Directory?
  29. Who hosts the company’s website?