ERP Health Check
Before Another Project
If the system feels slow, reporting is not trusted, or teams are working around Sage, we identify whether the issue is process, data, configuration, integrations, or support.
When this helps
You know the symptoms. We find the cause.
A health check is useful when users complain about the ERP, but nobody agrees whether the problem is the software, the setup, the data, the process, or old habits.
What we review
The goal is not to create a long report. It is to isolate the few issues that create most of the daily friction.
Where the official process differs from what finance, operations, warehouse, and IT actually do day to day.
Undocumented workarounds: transactions posted in the wrong order, approvals handled over email, and steps quietly skipped at month-end.
Items, customers, suppliers, BOMs, routings, units of measure, lots, lead times, and dimensions.
Duplicate records, missing lead times, and inconsistent units of measure that make planning and reporting unreliable.
WMS, ecommerce, EDI, banks, scanners, payroll, BI, and third-party systems.
Interfaces that fail silently, data re-keyed by hand, and reconciliation gaps that only surface at period close.
Which numbers disagree, why they disagree, and whether the issue is configuration, timing, data model, or user practice.
Two reports answering the same question differently, usually a posting-timing problem rather than a software fault.
Approval paths, audit trails, duties, exception handling, period close controls, and recovery procedures.
Approval limits that were configured but never enforced, and close procedures that live in one person's head.
Open tickets, unresolved workarounds, admin dependency, training gaps, and whether the support model matches the business risk.
The same tickets reopened every month, and a system that depends on a single administrator's knowledge.
What you receive
Typical finding
“The ERP was blamed for poor stock visibility. The actual issue was that warehouse transfers were posted after dispatch, not before picking. The report was accurate; the process timing was not.”
Anonymised pattern from ERP assessment work.