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1
2
3 Questions? Contact us at support@scc-co.com

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7
8 Enterprise vision statement.
9 1. Is your enterprise vision statement written in the present?
10 2. Does your vision summarize outcomes in powerful phrases?
11 3. Does your vision statement clearly describe expectations?
12 4. Does your vision statement evoke emotion & motivation?
13 5. Does your vision build a clear lasting picture?
14 6. Does your enterprise live your vision statement?
15
16 Enterprise Mission Critical
17 7. Do you know what business you are in?
18 8. Do you know your mission statement

19 9. Does every employee know the mission/vision statement and what it means?
20 10. Does your organization live by the mission statement?
21 11. Do your customers know your mission statement and what it means?
22 12. Do you know the one thing you do?
23 13. As an organization are you measuring things right?
24 14. Do you know who the most important people in your organization are?
25 15. To solve problems, do you look inside for solutions first?
26
27 Enterprise Customer Questions
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28 16. Do you know, exactly, who is your customer today?
29 17. Do you know who will be your customer next year?
30 18. Do you know who will be your customer in five years?
31 19. Do you know who will be your customer in ten years?
32 20. Do you know what you are known for?
33 21. Do you know what your customers think of you?
34 22. Is it easy for your customers to do business with you?
35 23. Does every employee know how to greet and meet customers?
36 24. Do you have a feedback loop that offers customers a means to connect?
37 25. Do you have hours consistently available for customers to reach you?
38 26. Do you know how long does it take to respond to a customer problem?
39 27. Do you know how long it takes to return telephone calls from customers?
40 28. Do you know how soon you respond to customer emails?
41 29. If a potential customer calls us for information, do we send it?
42
43 Growth and Profitability Questions
44 30. Do you know what product or service makes you the most money?
45 31. Do you know what customers make you most money?
46 32. Do you have new products in the pipeline to provide continuous revenue growth?

47 33. Do you know what new products are coming on board, or what you are doing about it?

48 34. Do you know how much you want to grow your organization in the next year?
49 35. Do you know in five years from now, how big you will be?
50
51 Industry Questions
52 36. Do you know what is taking place in your industry that may help you?
53 37. Do you know what is taking place in your industry that may hurt you?

54 38. Do you know what new technologies are being created that might impact you?
55 39. Do you know how the future of our industry will be different?

56 40. Do you know what trends most threaten your company's continued success?
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57 41. Are you looked at as being innovative in your industry?
58 42. Do you know if your industry growing or shrinking?
59
60 Marketing and Sales Questions
61 43. Do you know if your market share is growing or shrinking?
62 44. Is every employee empowered to solve customer problems?
63 45. Do you know when the last time your lowest-level employee met with a customer?
64 46. Do you know when the last time the highest-level employee met with a customer?
65 47. Can anyone name all the ways you promote your organization today?
66 48. Do you have a web site?
67 49. Is your web site updated frequently?
68 50. Do you have a customer retention plan?
69 51. Do you have an account management plan in place?
70 52. Do you know what is the biggest marketing and sales problem you are facing right now?
71 53. Do you know what is being done about your biggest marketing and sales problem?
72 54. Do you know how long customers wait for you to send the promised information?
73
74 Supporting Departments
75 55. Does each department have a mission statement?
76 56. Do your internal people meet regularly with your external people?
77 57. Do you have a written credit and collections policy in place?
78 58. Are your internal departments ever referred to as "sales prevention?"
79 59. Do your staff people go the extra step when taking care of customers?
80 60. Do your Human Resources people screen people in or out?

81 61. Are you trying to change people, or help them become more of who they already are?

82 62. Do you know what you are doing to knock down the barriers between departments?
83 63. Do all departments have goals in sync with each other?
84 64. Do you know how soon requests for information from a customer are supplied?
85
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86 For every employee
87 65. Do you know what your job is?
88 66. Do you have the materials and equipment needed to do your work right?
89 67. At work, do I have the opportunity to do what I do best every day?
90 68. In the past seven days, have you received recognition or praise for doing good work?
91 69. Does my supervisor, or someone at work, seem to care about me as a person?
92 70. Is there someone at work who encourages my development?
93 71. At work, do your opinions seem to count?
94 72. Does the mission or purpose of my company make me feel that my job is important?
95 73. Are your coworkers committed to doing quality work?
96 74. Do you have a best friend at work?
97 75. In the past six months, has someone at worked talked to you about your progress?
98 76. This past year, have you had opportunities at work to learn and grow?
99

100 Section Two – Enterprise Resource Planning (ERP)

101
102 Necessary & Critical
103 77.     Is your ERP software solving today’s needs?
104 78. Do you have Enterprise Class Systems throughout?
105 79. Do all systems fully integrate to form a single solution?
106 80. Does your ERP Support the single version of enterprise truth?
107 81. Does your ERP Support scalability, growth & shrink?
108 82. Does your ERP use a platform for low-cost integration?
109 83. Does your EPR provide your enterprise no ERP conversions, ever?
110 84. Is your EPR the one system for the life of your business?
111
112 What is Your ERP Software History
113 85.     Are you held hostage by “code-and-wait” programming cycles?
114 86. Is your ERP software solution fully integrated?
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115 87. Do you think your ERP software was too expensive?
116 88. Is your ERP software Return on Investment (ROI) past due?
117 89. Are you forced to live with marginal results?
118 90. Does your ERP leave you with uncertainty?
119 91. Do you have a reliable and relevant information reporting?
120
121 Do You Know Your ERP costs
122 92. Are ERP costs known before starting projects?
123 93. Did you experience hidden ERP project costs?
124 94. Are your recurring ERP enhancement and maintenance costs acceptable?
125 95.     Do you have “cloud” and on-premise options?
126 96. Do you know the costs for ERP add-ons you want?
127 97. Do you know ERP licensing costs?
128 98. Did you experience any ERP support issues?
129
130 What Sets a Great ERP System Apart
131 99. Are your ERP Databases integrated: no islands or silos?
132 100.  Is your ERP Scalable – grow / shrink?
133 101.  Is your ERP Modular – adding functionality easily?
134 102. Does your ERP support Multiple Site / Language / Currency?
135 103. Does your ERP allow Lean Focus?
136 104. Does your ERP support Shop Floor Data Collection?
137 105. Does your ERP have Vertical/Specialty/Industry specific Solutions?

138 106. Does your EPR support Multiple Manufacturing Models? (MTO/MTS/ETO/CTO/Mixed-Mode)

139
140 ERP Investing Business Benefits
141 107. Does your ERP Increase Revenues?
142 108. Does your ERP Increase Productivity?
143 109. Does your ERP enable More Efficient Business Processes?
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144 110. Does your ERP Reduce Inventory and Carrying Costs?
145 111. Are you Positioned Now for Future & Growth?
146 112. Does your ERP Make Better Use of Available Resources?
147 113. Does your ERP allow Change Management?
148 114. Does your EP support Project Management?
149
150 Creating your ERP expectations
151 115. Are you able to forget enterprise limits and think future?
152 116. Were you able to design your ultimate ERP system?
153 117. Were your ERP needs available off-the-shelf?
154 118. Does your ERP support low-cost integration?
155 119. Does your ERP support sales & workforce mobility and smart-devices? (BYOD)
156 120. Does your ERP support a bolt-on, configure and use modular adaptability?
157 121. Are the add-ons and enhancements seamless and integrated?
158 122. Does your ERP offer executive dashboards as standard?
159 123. Does your ERP offer manufacturing graphical factory planning boards standard?
160
161 Purpose built ERP solution
162 124. Does your ERP simplify your business?
163 125. Does your ERP optimizes & lean your business processes?
164 126. Does your ERP integrate the entire organization?
165 127. Does your ERP increase productivity in your company?
166 128. Will your company get ERP fully implemented?
167 129. Does your ERP deliver the highest and best organizational contribution?
168
169 Enterprise Implementation.
170 130. Is your ERP system modeled as ready to use?
171 131. Is your ERP system financials real-time?
172 132. Are you utilizing and maximizing your ERP?
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173 133. Is it easy to bolt-on & use new systems & modules?

174 134. Are approved 3rd Party applications installed & configured, then ready to use?
175
176 Enterprise Integration
177 135. Does your ERP system interoperate with your enterpruise systems?
178 136. Is your ERP data integrate to seamless data sourcing?
179 137. Does your ERP support process workflows?
180 138. Does your EPR allow ease of screen customization and tailoring?

139. Does your ERP deliver relevant and timely metrics for analytics? (key oerfoamance indicators - KPI)
181
182 140. Does your ERP have knowledgebase data support?
183
184 Enterprise Infrastructure ERP Support

185 141.  Hardware systems support PCs, Servers, barcode and mobile devices? – productivity enablement tools
142. Software systems support office, database, Human Resources/Payroll, Enterprise Resource Planning,
Warehouse Management Systems, Customer Relationship Management, Supply Chain Management,
186 Quality/compliance, security, virus & SPAM?
143. Networking systems support wired, wireless, security/appliances, domain, ample bandwidth,
187 internet/intranet, failover and telephony, firewalls and intrusion protection?
144. Business Continuity support backup, bare-metal recovery, failover, off-site rotations, redundancy, no single
188 point-of-failure?
189 145. Mobile work/sales-force support factory, operations, sales, vendors, and management?
190 146. Support and utilize virtualization and green technologies?
191

192 Section Three – Systems Requirements / Needs / Wants

193
194 Does Your Enterprise Solution contain these integrated systems?
195
196 Customer and Supplier Relationship Management (CRM/SRM):
197 147. Customer Service and Support
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198 148. Field Service
199 149. Call Center/ Help Desk
200 150. Sales Force Automation
201 151. Work Flow
202 152. Customer Query
203 153. Warranty Tracking
204 154. Mobile Technology
205 155.  Accounting System – ERP Integration
206 156. Supplier Communications, purchasing, quotes
207
208 Does Your Enterprise Solution contain these integrated systems?
209
210 Sales and Sales Automation:
211 157. Order Entry
212 158. Inventory Availability
213 159. Capable/ available to promise
214 160. Return Materials Authorization
215 161. Sales Commission Management
216 162. Sales Analysis
217 163.  Product Configurator – Configure to order
218 164. Sales Quotations / Estimating
219 165. Enhanced Forecasting
220 166. Vendor Management inventory (VMI)
221
222 Does Your Enterprise Solution contain these integrated systems?
223
224 Distribution Systems:
225 167. Inventory Control
226 168. Shipping and Manifest - Documentation
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227 169. Picking Tickets / lists
228 170. Wireless Warehouse Management
229 171.  UPS/FedEx – LTL/Best Way Integration
230 172. Inter-plant Transactions
231 173. Cycle / Advanced Counting - Stock-Take-Selection
232 174. Multi-Price Methodology
233 175.  Warehouse Management – Barcode – Labels - Scanning
234
235 Does Your Enterprise Solution contain these integrated systems?
236
237 Supply Chain Management:
238 176. Purchasing System
239 177. Requisition System
240 178. Technologies: EDI /XML/ E.Net
241 179. EDI - Trading Partner Management
242 180. Supplier Performance Analysis
243 181. Customer/Supplier Web Portal
244 182. Consignment Inventory
245 183. Supply Chain Transfers Processing and Documentation
246 184. Approved Supplier Management
247
248 Does Your Enterprise Solution contain these integrated systems?
249
250 Engineering Integration:
251 185. Bills of Materials
252 186. Product Configurator
253 187. Work Center Routings
254 188. Engineering Quotations/Estimating
255 189. CAD Integration
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256 190. Engineering Change Control
257 191. Multiple BOM / Routes
258 192. Product Life Cycle Management
259 193. BOM/Route Import/Export
260 194. BOM Archive and Retrieval
261
262 Does Your Enterprise Solution contain these integrated systems?
263
264 Planning Systems:
265 195. Finite and Infinite Scheduling
266 196. Advanced Planning and Execution System
267 197. Multi-Plant capability with centralized Planning
268 198. Master Production Scheduling
269 199. Capacity Planning
270 200. Factory/Shop Calendar
271 201. Material Requirements Planning (MRP)
272 202. Inventory Families & Groupings
273 203. Inventory Forecasting
274 204. Inventory Optimization
275
276 Does Your Enterprise Solution contain these integrated systems?
277
278 Manufacturing and Production:
279 205. Manufacturing Execution Orders
280 206. Multi-Plant Capability
281 207. Lot-Tracing
282 208. Serial Number Tracking
283 209. Visual Routings
284 210. Advanced Planning System (APS)
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285 211. Graphical Job Scheduler
286 212. Plant Maintenance
287 213. Tool Set Management
288 214. Job Costing
289 215. Production/ Labor Reporting
290 216. Automated Production Monitoring
291 217.  Shop Floor Data Collection – Labor Tracking/Job Costing
292 218. Time-Keeping and Time Clocking
293
294 Does Your Enterprise Solution contain these integrated systems?
295
296 Quality Management:
297 219. Document Control
298 220. Corrective Action Requests
299 221. Engineering Change Orders/Control Management
300 222. Advanced Product Quality Planning
301 223. Production Part Approval Process
302 224. Statistical Process Control
303 225. Gage repeatability and reproducibility
304 226. Failure mode effect analysis
305 227. Control Planning
306
307 Does Your Enterprise Solution contain these integrated systems?
308
309 Financials:
310 228. Accounts Receivable
311 229. Accounts Payable
312 230. General Ledger / Financial Reporting
313 231. Bank Management
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314 232. Financial Reporting and Analysis
315 233. Budgeting / Forecasting
316 234. Foreign Currency Exchange
317 235. Standard Process Costing
318 236.  Asset Management – Multiple Methods – Federal/State
319 237. VAT Tax Management
320 238.  Sales Tax Extended – Multi-Jurisdictional/State
321
322 Does Your Enterprise Solution contain these integrated systems?
323
324 Human Resources:
325 239. Payroll/Payroll Interface
326 240. Recruiting Solution
327 241. Skills and Qualifications
328 242. Time and Attendance
329 243. Certifications
330 244. Benefits Administration
331 245. HR/Payroll Reporting and Compliance Management
332 246. Training Management
333 247. Organization Chart
334
335 Does Your Enterprise Solution contain these integrated systems?
336
337 Utilities:
338 248. Executive Information System
339 249. Report Generator
340 250. Barcode Labeling and Scanning
341 251. Workflow Management
342 252. Automation: Scheduling and Notification System
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343 253. Document linking and tracking
344 254. Audit Trail and Reporting
345 255. Email/Fax Integration
346
347 Does Your Enterprise Solution contain these integrated systems?
348
349 Technology Integration:
350 256. Email/Fax integration
351 257. Outlook Calendaring Integration
352 258. eCommerce Web Store Front
353 259. Web Applets and Portals
354 260. CRM Integration
355 261. Executive Dashboards
356 262.  Low Cost Integration - Business Objects – Off-the-shelf
357 263. XML document flow manager
358 264. Barcode data management
359 265. Web Technologies .Net Support
360 266.  Mobility – BYOD, web integration, application for SMART devices
361
362 Does Your Enterprise Solution contain these integrated systems?
363
364 ERP System Utilization – ERP Product Life Cycle Management:
365 267. Systems integration
366 268. Percent of utilization
367 269. Unwanted modules
368 270. Unused Modules
369 271. Percent of satisfaction
370
371 Does Your Enterprise Solution contain these integrated systems?
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373 ERP System support, training & implementation services:
374 272. Installation and Setup
375 273. On-Site Training
376 274. Pre/Post-sales consulting
377 275. Team Building
378 276. Implementation Level
379 277. APICS Learning and Certifications
380 278. Remote/On-site support
381 279. Hardware Systems Support
382 280. Software Systems Support
383
384 Does Your Enterprise Solution contain these integrated systems?
385
386 Vertical Specialty Support: Systems and Add-on Best-of-Breed:
387 281. Trade Promotions and Deductions
388 282. Return Material Authorization (RMA)
389 283. Return to Vendor (RTV)
390 284.  Electronic Data Interchange – (EDI)
391 285.  Business Objects – Systems Integration
392 286. Microsoft .Net Support/Integration
393 287. Approved Manufacturers List (AML)
394 288. A/R Collections System
395 289. Landed Cost Tracking
396 290.  Materials Yield System – Remnants Management
397 291. Electronic Funds Transfer (EFT)
398 292. UPS and FedEx and LTL Shipping Interface
399 293. Business Alerts / Triggers
400 294. Forecasting Sales Interface
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401 295. Sales Automation
402 296. HR / Payroll Interface
403 297. Financial Analysis
404 298. WMS and Barcode and Data Collection
405 299. Credit Card Interface
406 300. Trading Partner Internet EDI interface
407 301. B2B / B2C web storefront
408 302.  Forms Management – (DMI) Store/File/Retrieval/Schedule/Distribute
409 303. APS Advanced Planning and Scheduling
410 304. Engineering Change Control (ECC)
411 305. Product Lifecycle Management (PLM)
412 306. Shipping and Freight Standard
413
414 Does Your Enterprise Solution contain these integrated systems?
415

416 Security: Access Control, Password - Ageing, Role Based, Groups and Operators
417 307. Access restrictions by operator, group and role
418 308. Role based tailored security for departments and workflows
419 309. Password ageing, timeouts, permissions
420 310. Electronic Signatures supporting transaction and certification
421 311. General Ledger Capex with password requirements
422 312. Purchasing Capex Expenditures with password control
423 313. ERP Systems/Modular/functional access control
424 314. Security tracking, reporting and analysis
425

426 Section Four - Enerprise Infrastructure

427
428 Computer Systems and Technologies
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429 Enterprise Automation Tools
430 Application Remote Access
431

432 Section Five – Company ERP History and Future

433
434 315. How long has your company had your CURRENT ERP been installed / implemented?
435 · Less than two years
436 · 2 to 5 years
437 · 5 to 7 years
438 · 7 to 10 years
439 · 10 to 15 years (pre-Y2K)
440 · More than 15 years
441 · We do not have ERP implemented

442 316. Which best characterizes the primary function of your organization's business?
443 · Financial Services
444 · Healthcare
445 · Manufacturing (Make to Order, Make to Stock, Engineer to order, etc)
446 · Non-Profit (including Public Sector / Government / Education)
447 · Professional Services
448 · Retail (or other business-to-consumer (B2C) commerce)
449 · Technology (software, hardware, or services)
450 · Utilities (oil, gas, electric, etc.)
451 · Logistics
452 · Wholesale, Distribution,
453 · Technical/Professional Services
454 · Import/Export
455 · Other

456 317. What are the top THREE BUSINESS DRIVERS impacting your ERP strategy?
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457 · Need to manage growth expectations
458 · We need to be easier to do business with
459 · Pressures to innovate (products or services) to deliver more value to the customer
460 · Global market factors impact how we deliver products and services
461 · Interoperability issues across multiple operating locations
462 · Interoperability issues with customers / suppliers
463 · Must improve customer response time
464 · Need for the ability to react to market changes
465 · Must reduce costs
466 · Regulatory or reporting requirements
467 · Need to improve time to market
468 · Risk of inaccurate financial reports
469 · Delays in decision-making from lack of timely information
470 · Desire to increase service revenue

471 · Inability to quickly / inexpensively react to business / industry / financial change without major disruption

472 · Increasingly mobile workforce inside and outside company facilities

318. What are the top THREE STRATEGIC ACTIONS you have taken, or are planning to take, in response
473 to these pressures?
474 · Standardize business processes
475 · Integrate disparate enterprise applications
476 · Provide visibility to business processes across functions and departments
477 · Optimize the use of current capacity
478 · Centralize selected functions using shared services
479 · Modernize technology infrastructure and applications
480 · Improve financial reporting capabilities
481 · Provide ERP to more users
482 · Provide timely information on critical decision making data to front-line employees

483 · Implement ERP (please select only if you do not already have ERP implemented or are considering a new ERP)
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484 319. Which of the following PROCESS CAPABILITIES does your company possess, or will it develop?

485 · Standardized enterprise-wide procedures for procurement, cash collection, and financial reconciliation

486 · Standardized procedures for order management and delivery / fulfillment

487 · Standardized enterprise-wide procedures for production planning and execution
488 · Ability to do a mock or real product recall
489 · Standardized implementation of ERP across the (possibly distributed) enterprise
490 · Sales and product design collaborate to set proper expectations with customers
491 · Consistent policies for classification / metadata tagging of data
492 · Standardized selection criteria for ERP implementation across the enterprise
493 · Ability to do demand planning and forecasting
494 ·         Data entry at the point of activity – source data acquisition
495 · Process to determine and prioritize which ERP capabilities are mobilized

496 · Ability for ERP users to access or purchase applications that enhance decision-making from an "app store"

320. Which of the following ORGANIZATIONAL CAPABILITIES does your company possess, or will it
497 develop?
498 · ERP strategy has the continued commitment and attention of senior management
· Cross functional teams of IT and line of business individuals involved in both the selection and implementation
499 of ERP
500 · Line of business is held accountable for the ongoing success of ERP strategy

501 · Cross-functional continuous improvement teams are responsible for improving operational performance
· Manufacturing operations are integrated and coordinated with customer service, logistics, and delivery
502 organization
· Ongoing, do it yourself ability to quickly change ERP configuration reacting to business change (reorgs,
503 mergers and acquisitions, regulatory and financial requirements, new business processes, etc.)

504 · Manufacturing operations are integrated and coordinated with product design

505 · Job role (e.g., Chief Knowledge Officer) or group dedicated to data management
506 · ERP on-boarding process to train new users efficiently

507 · Internal resources or organization to manage change, reconfiguration, and customization of ERP
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508
509 · Single global corporate standard for ERP
510 · Active participation in an ERP users group/forum - Social Media
511 · ERP strategy is tied to talent plan and strategy
512 · Mobility strategy is an inherent part of ERP strategy and implementation

321. Which of the following KNOWLEDGE and PERFORMANCE MANAGEMENT CAPABILITIES does your
513 company use, or will it develop?
· Integrated business applications serve as a complete and auditable system of record users have access to ERP
514 from mobile devices

515 · Users are alerted through mobile devices of process exceptions and deviations in performance metrics

516 · Users have access to ERP through role-based home pages or dashboards on mobile devices

517 · Ability to secure mobile device and ERP mobile applications

518 · Event Management (Triggers & Alerts)
519 · Master Data Management
520 · Master Data Management integrated into ERP
521 · Role based homepages
522 · Pre-configured dashboards for users
523 · Mobile applications are acquired from ERP vendors
524 · Mobile app for warehouse users that include pick, put away, etc.
525 · Mobile app for field service to manage orders, schedule, and inventory
526 · Business analytics / intelligence integrated into ERP
527 · Ecommerce integrated into ERP / order management
· Process flows that may span different applications can be completed without consciously switching between
528 multiple enterprise applications
· Data appears to be shared across applications seamlessly and transparently (e.g., same customer data is
529 available to ERP and CRM)
530 · Social networking capabilities are integrated into ERP
531 · Customer self-service portals integrated with ERP

532 322. Who in your organization has mobile access to ERP?

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533 · Warehouse employees
534 · Management
535 · Manufacturing operations
536 · Field service
537 · Sales
538 · Maintenance technicians
539 · Quality control
540 · Other (vendor, customer, etc)
323. What type of device is used in your organization to access ERP? BYOD (Consumer device is usually
defined as a device acquired directly from a mobile service/cell provider and has no special sealing or
drop resistance. Rugged devices typically are sealed against rain and dust, along with special design to
541 resist drop of 3 to 6 feet to concrete)
542 · Warehouse employees
543 · Management
544 · Manufacturing operations
545 · Field service
546 · Sales
547 · Maintenance technicians
548 · Quality control

549 324. Which ERP solution providers / packages do you use or are you considering?

550 325. Which ERP products do you currently use as your primary ERP vendor?
326. How often do you typically perform a major upgrade of ERP? NOTE: A major upgrade requires
planning, testing, implementation and training and typically will involve database changes. –
551 Version/release/Port/Patch
552 327. What system did your current ERP system replace?
553 · Another older ERP system
554 · A collection of older ERP systems
555 · Accounting software
556 · A collection of non-ERP systems (spreadsheets, etc.)
557 · In house custom business system
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558 · Manual processes (paper based, etc.)
559 328. Which of the following best describes your current ERP version status?
560 · Still in the process of implementing
561 · Implemented on latest release
562 · One release behind
563 · Two releases behind
564 · Three or more releases behind
565 329. Are you on the latest release how long have you been on that version?
330. What are the top THREE reasons that keep you from upgrading, or delay your upgrade process, now
566 or in the past?
567 · Not on maintenance
568 ·         Customizations make upgrading cost prohibitive – code-and-wait cycles, compatibility
569 · Uncertainty over quality of new release
570 · Not enough new features to build a solid business case
571 · Current release satisfies our needs
572 · Upgrade process is controlled by our parent company

573 ·         Upgrade process is too long and hard - we skip one or more but eventually “catch up”

574 · Budget / cash flow issues

575 · Controlled by the company hosting our ERP implementation (including SaaS deployments)

576 · Concern about viability of ERP vendor

577 · Fear of disruption to the business
578 331. Which modules of ERP do you currently have implemented?
579 · General Ledger
580 · Accounts Payable
581 · Accounts Receivable
582 · Fixed Asset Management
583 · Distribution Requirements Planning (DRP)
584 · Job or Project Costing
585 · Forecasting / Demand Planning
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586 · Human Resources
587 · Order Management
588 · Project Management
589 · Purchasing
590 · Warehouse management
591 · Inventory Control
592 · After Market Service (Field Service / Depot Repair / Call Center)
593 · Workforce Scheduling
594 · Engineering Change Management
595 · Enterprise Asset Management (EAM)
596 · Supplier Collaboration / Scheduling
597 · Enterprise Data Interchange (EDI) translator
598 · Event Management
599 · Workflow Technologies
600 · Sales and Marketing
601 · Product Configurator
602 · Payroll
332. What percentage of the functionality available (in the modules you have implemented) are you
603 using?
333. Which of the following extensions to ERP do you have currently implemented or do you intend to
604 implement within 12 months?
605 · Customer Relationship Management (CRM)
606 · Contact Center Management
607 · Field Service (beyond ERP module functionality)
608 · Supplier Relationship Management (SRM)
609 · Enterprise Data Interchange (EDI) translator
610 · Supply Chain Planning (beyond core ERP functionality)
611 · Warehouse Management (beyond inventory management)
612 · Transportation Management
613 · Product Lifecycle Management (PLM) or Product Data Management (PDM)
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614 · Enterprise Asset Management (EAM)
615 · Quality Management System (QMS)
616 · Business Taxation
617 · Human Capital Management (beyond core ERP functionality)
618 · Workforce Management (beyond core ERP functionality)
619 · Document Management
620 · Project / Portfolio Management (beyond ERP module functionality)
621 · Business Intelligence or analytical tools
622 · Financial Planning and Budgeting (stand-alone)
623 · Enterprise Performance Management (EPM)
624 · Estimating / Quoting / Job Costing

334. Who did you purchase these extensions from? ERP Vendor, 3 rd Party, Consultant, App-Store?
625
335. How long does it take you to close a month (including preparing financial statements) for final sign-
626 off?

627 336. How have your inventory turns been improved as a result of your ERP implementation?

628 337. How has your stock to sales ratio changed as a result of your ERP implementation?

629 338. What is your company’s current performance in DSO (Days Sales Outstanding)?
339. What was the approximate reduction in operational costs achieved through your current ERP
630 implementation?
340. What was the approximate reduction of administrative costs achieved through your current ERP
631 implementation?
341. What was the approximate improvement in percentage complete and on-time delivery (of
632 products, projects, service, etc.) achieved through your current ERP implementation?
342. What is your current performance in percentage complete and on-time delivery (of products,
633 projects, service, etc.)? (Use upper limit. For example, 99% would select "98% to 99%)

634 343. How did your company’s profitability (operating margins) change over your past 2 fiscal years?
344. What is the percentage of employees that exceed their performance metrics during annual
635 reviews?
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345. What is the percent year-over-year change in sales pipeline attributable to marketing campaigns?
636
637
For the following question, the term "time-to-decision" refers to the time it takes from when an issue is
638 detected / raised to when it is acted upon with a decision.

To clarify the purpose of the following question, here are some examples of improving time-to-decision in
639 reacting to an event or new information:
o If on average your time-to-decision last year was a full work day and today it is 4 hours, your time
640 to decision has decreased by 50%.
o If on average your time-to-decision last year was 4 hours and today it is 3 hours, your time to
641 decision has decreased by 25%.
o If on average your time-to-decision last year was an hour and today it is 5 minutes, your time to
642 decision has decreased by 92%.
o If on average your time-to-decision last year was measured in days and today it is measured in
643 minutes, your time to decision has decreased by more than 90%.
644 346. On average, how has your time-to-decision changed over the past year?
347. What was the approximate reduction in inventory levels achieved through your current ERP
645 implementation?
348. What was the approximate improvement in internal schedule compliance achieved through your
646 current ERP implementation? (percentage of work orders completed on time)
349. What is your current performance in percentage internal schedule compliance? (% of work orders
647 completed on time) (Use upper limit. For example, 99% would select "98% to 99%)
350. What is your current performance in inventory accuracy? (Use upper limit. For example, 99% would
648 select "98% to 99%)
351. What percentage of your organization's financial reports within the last 12 months have been 100%
649 accurate? (Use upper limit. For example, 99% would select "98% to 99%)
650 352. What percentages of employees, needing ERP, access it on a daily basis?
353. How often do you receive actionable information within the timeframe needed to make timely
651 decisions?
354. What is your company’s CURRENT PERFORMANCE in cycle time from Service Completion to
652 Invoicing (in number of business days)?
355. What percent of customers formally report “better than average” satisfaction with your
653 organization’s products or services?
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654 356. What percent of customers remain customers from one year to the next?
655 357. What is your current cycle time from taking an order to shipment of product?
358. What was the approximate improvement in cycle time achieved through your current ERP
656 implementation?
359. What is the percentage of time you or the people you manage spend trying to access information in
657 an average week?

658 360. On average, how soon after business events occur are you notified? ("Time-to-information")
361. How many ERP users do you currently have, NOT including those that are limited to access to
659 specific self-service functions (e.g., paid time off requests, purchase requisition requests)?
355. What was the total time from initial installation of your current ERP until you achieved your first
660 “GO LIVE” milestone?
661
662 What benefits have you achieved through the implementation of ERP?
663
664 362. What benefits are you able to quantify / monetize
665 · Reduction in operational costs
666 · Reduction of general administrative costs
667 · Reduction or redeployment of headcount
668 · Reduction in inventory costs
669 · Reduction in waste (i.e., scrap, rework)
670 · Better utilization of resources
671 · Increased profits
672 · Increased revenue
673 · Improved inventory turns
674 · Improved stock to sales ratio

675 · Increase in value-add delivered to customers (e.g., reporting, communication, Collaboration)

676 · Reduce time-to-decision (better decision-making)

677 · Increased production (able to produce more volume of product or deliver more services)

678 · Increased New Product Introductions (NPI)

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679 · Support growth without additional headcount
680 · Reduced stock shrinkage
681 · Reduced stock outages
682 · Improve inventory turns
683 · Reduce spoilage
684 · Improve quote and bid accuracy
685 · Improve project cost tracking
686 · Improved labor utilization
687 363. What percentage of projected benefits did your ERP solution attain?

· If a change occurs in your organization (i.e., new business process added, merger or acquisition, new
regulatory or financial requirements, etc.), what is the percentage increase in costs to tailor your ERP solution?
688
(As an example, if your company went through a recent acquisition requiring an additional $20,000 in costs
689 in tailoring in addition to your original $100,000 investment you would select 20%.)

364. What problems have negatively affected your organization's employee adoption of ERP? (select all
690 that apply)
691 · Employee turnover
692 · Time to "go live"
693 · Lack of training after "go live"
694 · Lack of support beyond the help desk
695 · Location and access to support/training
696 365. Which factors have delayed ERP projects?
697 · Integration with the extended enterprise
698 · Integration with existing applications
699 · Integration with new applications
700 · Lack of response from ERP vendor
701 · Ineffective service organization
702 · Insufficient technology infrastructure
703 366. What factors have negatively affected your ERP system after "go live"?
704 · Lack of employee adoption
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705 · Human performance issues
706 · ERP solution lacks needed functionality
707 · Difficulty deriving insight from data contained in ERP
708 · System stability
709 · Inability to share data with the extended enterprise

710 · Inability to quickly / inexpensively react to business / industry / financial change without major disruption

711 367. What are your TOP TWO challenges in management reporting?
712 · The volume and complexity of our business data is overwhelming
713 · Too much data is inaccessible or under-utilized for business analysis
714 · More business decision makers want or need analytical capability
715 · Data is too fragmented (siloed) to develop a clear picture of the business
716 · Too many business decisions are based on inaccurate / incomplete data

368. What level of customization have you made to your ERP software? Do not include configuration
717 and parameter settings.
369. What are the TOP TWO reasons keeping your organization from getting the full use/benefit out of
718 ERP?
719 · Cost of deployment
720 · Lack of internal resources
721 · Support from upper management
722 · Support from line of business
723 · Lack of technology infrastructure
724 · Lack of needed functionality
725 · ERP system currently unsupported by vendor
726 · Lack of scalability in ERP system
727 370. Which delivery options would you consider for ERP?
728 · On Demand / Software as a Service (SaaS)
729 · ERP hosted and managed by your ERP vendor
730 · ERP hosted and managed by an independent 3rd party
731 · Preconfigured on a hardware appliance
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732 · Traditional licensed on premise
733 371. Which factors influence your willingness to consider SaaS?
734 · Lower total cost of ownership
735 · Perceived as lower risk
736 · Lower up-front costs
737 · Seeking best fit solution - will consider any delivery model
738 · Difficulty in attracting and retaining IT talent
739 · We have limited IT resources and no interest in building IT staff
740 · Strategy choice to focus internal resources elsewhere
741 · Not emotionally attached to having it in house
742 · Reduces the cost and effort of upgrades
743 · Perceived ease of implementation

744 372. Who in the organization makes the decision as to whether to go with cloud or on-premise ERP?

745 · Finance
746 · IT
747 · Both
748 · Other
749 373. What factors prevent you from considering SaaS?
750 · Security concerns
751 · ERP is too basic and strategic to running our business
752 · Rent versus buy decision
753 ·         We don’t find it that much less expensive
754 ·         We have already invested in IT resources and don’t want to reduce staff
755 · Downtime risk - concern over predictable performance
756 · Scalability - concern of outgrowing solution
757 · We require heavy customization
758 · We believe on-premise solutions offer greater functionality
759 · We want to control our own upgrade process
760 · Requiring an Internet connection for access is a concern
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761 (Please select top 2)
762 · Need for collaboration amongst increasing number of locations
763 · Increasingly global workforce working in multiple time zones
764 · Difficulty recruiting IT staff

765 · Dated technology infrastructure limiting the organizations ability to respond to business more quickly

766 · Cost of capital funding is too high

767 · Cost of upgrading outdated applications is not cost justified
768 · Need access to information in a shrinking decision window
375. What do you believe are the top two benefits with public cloud computing technology? (Select top
769 2)
770 · Creation of new business opportunities
771 · Innovation and strategy improvements
772 · Efficient collaboration across geographies
773 · Lowering the cost of optimizing IT infrastructure
774 · Ability to respond quickly to business demands
775 · Don't know / fully understand cloud computing
376. What functional areas within your organization could most benefit from the new IT infrastructures
776 provided by cloud computing? (Please select top 3.)
· Supply Chain Management (procurement, logistics, demand planning, supply chain visibility, demand
777 optimization)
778 · Research and Development (innovation management)
779 · Sales
780 · Marketing
781 · Corporate management and governance
782 · Operations (plant, store, warehouse, etc.)
783 · HR
784 · Financials
377. Which social media tools, which are available through your ERP system, do you currently use or are
785 you interested in using?
786 · Corporate-managed blogs
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787 · Employee blogs
788 · Wikis
789 · Internal communities
790 · Streaming video
791 · Activity streams
792 · Forums
793 · Meta-tagging of content
794 · Meta-tagging of people
795 · Social activity linked to enterprise applications
796 · Social/media collaboration tools
797 · Employee profiles
798 378. What is your position within the organization?
799 379. What is your functional area of responsibility?
800 · CEO
801 · CFO
802 · COO
803 · CIO
804 · CSO
805 · Controller
806 · Production Control
807 · Materials Manager
808 · Other
809

810 Please select the standard industry description that best fits your organization.
811

812 380. What was your organization's annual revenue in the most recent 12-month reporting period?

813 · Manufacturer
814 · Distributor
815 · Wholesale
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816 · Import/Export
817 · Medical devices
818 · Foods
819 · Logistics
820 · Tool Die
821 · Other

822 381. What was the annual revenue of the business unit for which your answers to this survey apply?

823 382. What is the approximate employee headcount in your organization?

824 383. In which region is your organization HEADQUARTERED?
825 384. In which country is your organization HEADQUARTERED?
826 385. Will your organization be exploring technology solutions?
827 386. Is your Organization Currently Considering a New ERP System?
828 What is your primary Reason for Change?
829 · Incomplete Accounting?
830 · Outgrew existing system?
831 · Support, Features, Engineering, etc?
832 · Other:
833 387. What is your Primary Business Model? (check as applies)
834 · Manufacturing?
835 · Distribution?
836 · Services/Retail?
837 388. Is Your Current System Fully Integrated?
838 389. What is Your Timeframe to Implementation/Go-Live?
839 · 0-3 Months?
840 · 3-6 Months?
841 · 6-12 Months?
842 390. Is management committed to ERP enterprise results?
843 391. Does a budget or plan exist to fund an ERP project?
844 391. What is the target/estimated ERP cost budget?
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845
846
847
848
849
850
851 Your Totals: 0 0 0 0 0
852

Your Weighted Values: 0.00 0.00 0.00 0.00 0.00

853

854 Your Score EnterpriseWise™ Score Card Percentage: 0.00

Questions? We look forward to helping you with any questions you might have
855 regarding this assessment. Email us at: Support@scc-co.com