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How To Know if You're Ready for an ERP

Centralising all your financial data in a single system can transform your operations — but it's a major investment that demands careful planning. Use this six-step checklist to determine whether your business is ready and ensure you make the right choice.

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ERPs are powerful tools, but they require substantial investment and careful planning

Make sure an ERP is right for you and that you choose one that solves your specific challenges. Installing ERP software is an exciting milestone that signals your business is ready for robust reporting and integrated data management.

But it's not a decision to take lightly. ERP systems are expensive and time-consuming to implement, often requiring significant changes to how your team works. This checklist covers the key considerations:

  • Current finance processes and pain points

  • Budget for implementation and ongoing costs

  • Training and expert support requirements

  • Must-have features and integrations

  • User access and system integrations

Validate your readiness before you commit.

Payments services are provided as part of the Spendesk product by Spendesk Financial Services in the EEA, by Adyen in the UK and by Sutton Bank in the US.

Spendesk Financial Services is a French payment institution licensed by the ACPR under number 17518. Adyen N.V. is a Dutch bank, whose UK branch is licensed by the FCA to provide payment services under number 779800. Sutton Bank is an FDIC insured member institution.

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