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Transformation Advisory

Decide the ERP before you buy it.

Readiness assessment, platform selection on defensible criteria, scope and phasing, and a business case that survives contact with the board — produced before a licence is signed.

The problem

Is the organisation ready, or is the ERP being asked to fix something else?

ERP is the most important and most misunderstood category in enterprise technology. Important, because the operating model lives inside it. Misunderstood, because most projects are run as software projects with software success criteria — go-live dates, modules activated, training hours delivered.

The question a strategy answers is narrower and harder: what is this organisation actually trying to change, is it ready to change it, and what is the smallest scope that delivers a measurable operating outcome first. Answering it before selection is far cheaper than discovering it during implementation.

Typical situations

How ERP decisions go wrong before they start.

Selection by demonstration

The platform is chosen on how well a sales team demonstrated it, against requirements nobody wrote down first.

Scope set by department politics

Phase one includes every department because none would accept being second, so nothing reaches depth.

A business case built for approval

Benefits are quantified generously to secure budget and never tracked afterwards.

Readiness never tested

Master data quality, process ownership and decision rights are assumed adequate. All three surface as problems in month four.

No total cost view

Licence and implementation are costed; data migration, integration, change management and year-three support are not.

A metric nobody committed to

The programme has no named operating number, so success becomes a matter of opinion at the end.

What we assess

The readiness assessment.

Operating readiness

Close speed and control gapsProcess ownership by areaDecision rights and authorityReporting load carried manuallyAppetite and capacity for change

Data readiness

Master data quality and duplicationChart of accounts structureOpening balance integrityInventory accuracyHistory that must be migrated

Commercial case

Total cost of ownership, five yearsLicence, implementation, integrationInternal effort and backfill costQuantified benefit by operating metricPhasing that funds itself
What we do

What the engagement actually includes.

Readiness assessment

One week on site examining close speed, control gaps, reporting load, master data quality and process ownership. The output answers one question: ready, or not yet, and why.

Requirements definition

Written before any vendor is seen, expressed as operating outcomes and process needs rather than a feature checklist.

Platform selection

Scored against the written requirements, the internal team that will own it, data residency, cost over five years and upgrade path. Documented so the decision can be defended later.

Scope & phasing

The smallest first phase that produces a measurable operating change, and an explicit statement of what waits and why.

Business case

Total cost over five years against benefit expressed in operating metrics, built to be tracked after approval rather than only to obtain it.

Programme shape

Governance, sponsor accountability, gate structure and the internal roles the client must fill for the programme to be ownable afterwards.

Our approach

Six weeks to a defensible decision.

01
Readiness
On-site assessment of operating and data readiness. Gate: a written verdict.
02
Requirements
Operating outcomes and process needs, written first. Gate: department heads confirm coverage.
03
Selection
Scored evaluation against the written criteria. Gate: a documented, defensible choice.
04
Scope
Phase one defined to deliver one measurable change. Gate: the sponsor signs the scope.
05
Case
Five-year cost against operating benefit. Gate: board approval on tracked numbers.
06
Mobilise
Governance, roles and gates in place. Gate: the programme can start without renegotiation.
What you receive

01ERP readiness verdict, in writing
02Requirements definition by operating outcome
03Platform evaluation and scored comparison
04Scope and phasing plan
05Five-year total cost of ownership model
06Business case tied to named operating metrics
07Programme governance and gate structure
08Internal roles the client must fill
Technology involved

Selection is scored against written requirements. These are the platforms and considerations that usually appear in a regional evaluation.

Odoo EnterpriseOdoo.sh, AWS & AzureData residency optionsIntegration architectureMigration toolingTotal cost modellingUpgrade path assessment
What should change
1 week
To a written readiness verdict
Documented
Platform decision, defensible in three years
1
Operating metric written into the programme
5 years
Cost horizon, not licence and go-live

Ranges observed on Al Jawad engagements. Your targets are agreed in assessment, before the work starts.

Questions we are asked

Will you recommend Odoo?

Sometimes. We are an Odoo Gold Partner and that stays visible. Where the requirements point elsewhere, the evaluation says so — we would rather lose an implementation than run one that should not exist.

Can we run selection ourselves and hire you to implement?

Yes, and many clients do. We will tell you honestly if we think the selected platform is wrong for the operation before we sign an implementation contract.

What if the verdict is not ready?

Then we say which organisational work must be sequenced first. An ERP asked to fix a non-technology problem will fail and the failure will be blamed on the software.

How much does the assessment cost relative to the project?

A fraction of a percent of a typical programme, and it routinely changes the scope enough to pay for itself several times over.

One week. A written verdict.

Close speed, control gaps and reporting load examined on site. The question we answer: is the organisation ready for the ERP?

Start a conversation.

Start a conversation.

Choose the one that fits where you are. None of them is a sales call. Each is an advisory conversation calibrated to a specific question.

60 minutesExecutive briefingFor a CEO, COO or CFO deciding whether the question is worth pursuing.Begin →
Two weeks, on siteTransformation assessmentFor an organisation that knows something is wrong and wants it named precisely.Begin →
One weekERP readiness assessmentFor a board or sponsor about to approve an ERP investment.Begin →