ERP Readiness Checklist
The data, process, people and governance work that determines whether an ERP implementation succeeds, assessed honestly before you commit.
Resources
Resources for finance and operations teams
Practical documents for finance and operations teams: what to check before an ERP project, how to compare platforms properly, how to close the month on time, and how to build a cash forecast you can rely on.
Downloads
What is available
Each resource page publishes the full outline on the page itself, so the content is useful even before the file is ready. Where a file exists, a download form appears; where it does not, we say so rather than showing a button that leads nowhere.
Accounting Software Selection Guide
PDF with scoring sheet
A structured guide and scoring sheet for comparing accounting platforms against your real requirements, statutory needs and total cost of ownership.
Month-End Close Checklist
PDF and editable spreadsheet
A month-end close checklist covering reconciliations, accruals, cut-offs, review points and the reporting pack, with owner and deadline columns for your team.
Cash-Flow Planning Template
Spreadsheet, 13-week rolling
A 13-week rolling cash-flow template with scenario columns for base, downside and stress cases, plus guidance on the assumptions that make it reliable.
Need help applying any of this?
The resources explain the method. A consultation applies it to your business.