ERP Implementation Assessment

This assessment form is designed to gather key insights into your company’s structure, current technologies, project management practices, financial processes, and more. The information you provide will help us tailor an ERP solution that aligns with your business objectives, addresses specific challenges, and supports long-term scalability and efficiency.

Pre-Implementation Info

Company Info:

First Name

Last Name

Phone/Mobile

WhatsApp Number

Country

Startup Company?

We are a startup company

Already in the market

Planning to start a new business

No. of Operation Years

Company Profile & Structure:

Can you provide a high-level overview of your company (ownership, group structure, subsidiaries)?

What types of construction projects do you undertake (residential, commercial, industrial, infrastructure)?

How are your business units/divisions structured (e.g., general contracting, design-build, MEP, civil works)?

How many sites/offices and project locations are active at any time?

Do you operate across different countries or regions?

Current Systems and IT Infrastructure:

What ERP or core business systems are currently in use?

What software is used for Project Management?

What software is used for Estimating?

What software is used for Procurement?

What software is used for Financial Accounting?

What software is used for Payroll?

What software is used for Equipment and Fleet Management?

Are your current systems cloud-based or on-premises?

What are the main pain points or limitations with current systems?

Project Management:

How do you manage project lifecycle: from bid/tender to closeout?

What tools or processes are used for Job costing and budget control?

What tools or processes are used for Project scheduling and planning?

What tools or processes are used for Daily progress tracking and site reporting?

What tools or processes are used for Subcontractor management?

Do you require mobile access from construction sites?

Do you use any BIM or CAD integration?

Estimating and Tendering:

What system is used for creating and managing estimates?

How are BOQs (Bill of Quantities) and take-offs managed?

How do you handle bid submissions, approvals, and revisions?

Procurement and Inventory:

How is procurement currently managed?

Do you have a centralized or decentralized procurement model?

How do you manage vendor qualifications and selection?

Do you track inventory of construction materials and consumables?

How are materials delivered to and tracked on job sites?

Financial Management:

What financial modules do you require (GL, AR, AP, bank reconciliation, budgeting)?

How is revenue recognized (percentage of completion, milestone-based)?

How do you handle intercompany transactions or multi-entity consolidation?

Do you use project-level budgeting and forecasting?

Are there specific local tax, VAT, or compliance requirements?

Human Resources & Payroll:

How many employees do you have (office vs. site-based)?

Do you manage laborers, engineers, subcontractors, or consultants differently?

How are time and attendance tracked (biometric, mobile, manual)?

Do you need project-based payroll or labor cost allocation?

Are you managing union agreements or labor compliance requirements?

Equipment & Asset Management:

How do you manage construction equipment (owned vs. leased)?

Is there a centralized system for asset tracking and maintenance?

Do you track equipment usage, depreciation, or availability per site?

Compliance, Quality & HSE:

What local or international standards do you comply with (ISO, OSHA, etc.)?

How are incident reports, inspections, and safety forms currently tracked?

Is quality assurance managed manually or systemized?

Do you require document control for drawings, RFIs, change orders, etc.?

Document Management:

How are project documents currently stored and shared?

Do you need document version control or approval workflows?

Are you using any DMS (Document Management System) for contracts, drawings, permits?

Reporting & Dashboards:

What are your key project performance indicators (KPIs)?

What reports are required for Project progress?

What reports are required for Cost vs. budget?

What reports are required for Profitability by project?

What reports are required for Labor productivity?

Do executives require custom dashboards or real-time insights?

Data Migration:

What systems will data need to be migrated from?

Which historical data should be carried over (e.g., open projects, financials, vendor history)?

Is your data structured, clean, and exportable?

What is the volume of legacy data (projects, transactions, payroll)?

Integration Requirements:

What external systems need to integrate with the ERP?

Do you require integration with government portals (tax, labor, etc.)?

User & Access Requirements:

How many users will access the ERP system (broken down by department)?

What roles and permissions are needed?

Will subcontractors or clients need access to specific modules or portals?

Training, Change Management & Support:

What is your team’s level of ERP experience?

Do you prefer in-person or virtual training?

Will there be internal champions or super-users for each department?

Are there internal IT resources to support the implementation?

Budget, Timeline & Governance:

What is the budget range for ERP implementation?

What is the desired go-live date or project timeline?

Are there project milestones or seasonal constraints to consider?

Who are the decision-makers and core project stakeholders?

ERP Implementation Assessment

ERP Implementation Assessment

Pre-Implementation Info

Company Info:

Company Profile & Structure:

Current Systems and IT Infrastructure:

Project Management:

Estimating and Tendering:

Procurement and Inventory:

Financial Management:

Human Resources & Payroll:

Equipment & Asset Management:

Compliance, Quality & HSE:

Document Management:

Reporting & Dashboards:

Data Migration:

Integration Requirements:

User & Access Requirements:

Training, Change Management & Support:

Budget, Timeline & Governance:

We Are Always Ready

Have a project in your mind? Let's Talk

+2 010 2301 5745

Useful Links

Support

Find Us

Sat - Thu : 10 am - 7 pm

31 Khalil moutran st., Saba pasha, Alexandria, EGYPT

Projects offers and enquiries

info@phoennix.agency

Do you have a question?Ask Us

Have a question?

ERP Implementation Assessment

Pre-Implementation Info

Company Info:

Company Profile & Structure:

Current Systems and IT Infrastructure:

Project Management:

Estimating and Tendering:

Procurement and Inventory:

Financial Management:

Human Resources & Payroll:

Equipment & Asset Management:

Compliance, Quality & HSE:

Document Management:

Reporting & Dashboards:

Data Migration:

Integration Requirements:

User & Access Requirements:

Training, Change Management & Support:

Budget, Timeline & Governance:

We Are Always Ready

Have a project in your mind? Let's Talk

+2 010 2301 5745

Useful Links

Support

Find Us

Sat - Thu : 10 am - 7 pm

31 Khalil moutran st., Saba pasha, Alexandria, EGYPT

Projects offers and enquiries

info@phoennix.agency

Do you have a question?Ask Us