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ERP Discovery — Prospera Cloud ERP
Enterprise ERP Discovery — Confidential

ERP Discovery & Requirements Assessment

This questionnaire collects the same discovery information a senior NetSuite consulting team gathers during initial scoping. Your responses enable us to assess implementation complexity, recommend the right ERP modules, and prepare a comparative implementation proposal — before your first consultation call.

Completion Time
12 – 18 minutes
Sections
16 Sections · 120+ Questions
Contact
ceo@prosperasuite.com
Website
erp.prosperasystems.com
ERP Discovery Form
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Section 1 of 16
Company Information
Basic details about your organisation — used to personalise your implementation proposal
Company Info
Organisation Scale
Section 1 of 16
Section 2 of 16
Business Overview
Understanding your business model helps us identify the right ERP modules and configuration approach
Business Model
Select all that apply
Transaction Complexity
Geographic & Regulatory Context
Section 2 of 16
Section 3 of 16
Current Systems & Software
A full picture of your technology landscape helps us scope integrations, migrations, and replacement modules
Current Tech
Accounting & Finance
CRM & Sales
Other Systems in Use
Select all that apply
Section 3 of 16
Section 4 of 16
Finance & Accounting Requirements
The financial module is the core of every ERP. These questions determine chart of accounts complexity, reporting depth, and consolidation needs
Finance
Chart of Accounts & Structure
Banking & Treasury
Select all that apply
AR / AP Complexity
Fixed Assets & Tax
Select all that apply
Section 4 of 16
Section 5 of 16
Sales & CRM
Understanding your sales process determines whether CRM, quote-to-cash, and commission modules are required
Sales & CRM
Sales Process
Select all that apply
Quotation & Order Management
CRM & Customer Management
Section 5 of 16
Section 6 of 16
Purchasing & Procurement
Procurement complexity — from simple POs to multi-stage approvals — significantly impacts implementation scope
Procurement
Purchase Process
Vendor Management
Section 6 of 16
Section 7 of 16
Inventory & Warehousing
Inventory complexity — locations, costing methods, and lot tracking — is one of the biggest drivers of implementation cost
Inventory & WMS
Inventory Basics
Warehouse & Locations
Select all that apply
Tracking & Compliance
Section 7 of 16
Section 8 of 16
Manufacturing & Service Operations
If your business manufactures products or delivers complex services, these questions scope the production or delivery management module
Mfg / Ops
Manufacturing
Service Operations
Section 8 of 16
Section 9 of 16
Projects & Job Costing
If your business bills by project, contract, or job, these questions determine whether a project accounting module is required
Projects
Select all that apply
Section 9 of 16
Section 10 of 16
Reporting & Business Intelligence
Reporting requirements drive configuration of financial dimensions, custom fields, and whether a BI layer is needed
Reporting & BI
Core Reporting Needs
Select all that apply
Financial Reports Required
Select all that apply
Analytics & BI
Section 10 of 16
Section 11 of 16
Integrations
Every integration with an external system adds complexity and cost — this section scopes what needs to connect and how
Integrations
Select all that apply. Each integration is scoped and priced separately.
Integration Complexity Assessment
Section 11 of 16
Section 12 of 16
Data Migration
Historical data migration is one of the highest-risk and highest-cost elements of an ERP project — accurate scoping here prevents budget overruns
Data Migration
Migration Scope
Select all that apply
Data quality is the single biggest migration risk factor
Select all that apply
Section 12 of 16
Section 13 of 16
Users, Access & Security
User licensing and role configuration are direct cost drivers in ERP implementation
Users & Access
User Volumes
User Roles Required
Select all that apply
Access Control & Security
Section 13 of 16
Section 14 of 16
Implementation Timeline
Timeline expectations directly affect team size, phasing, and cost — realistic targets produce better outcomes
Timeline
Target Dates
Select all that apply
Internal Readiness
Section 14 of 16
Section 15 of 16
Budget Expectations
Understanding your investment range allows us to recommend the right ERP platform and implementation approach
Budget
Select all that apply
Decision Factors
Rank what matters most to your selection team
Section 15 of 16
Section 16 of 16
Additional Requirements
Any information not covered in previous sections that will help us prepare the most accurate and relevant proposal
Final Notes
Previous ERP Experience
Consulting & Support Preferences
Select all that apply
Select all that apply
How Did You Find Us?
Section 16 of 16
✓

Discovery Form Complete

Thank you — your ERP requirements have been captured. Please follow the two steps below to send your responses to Prospera.

01

Save Your Responses as PDF

Click Print / Save PDF below. In the print dialog, change the destination to "Save as PDF" (Chrome / Edge) or "Microsoft Print to PDF" (Windows). This captures all 16 sections of your discovery data as a single document.

02

Email the PDF to Prospera

Attach the saved PDF and email it to the address below. Our senior ERP consultant will review your requirements and respond within 1–2 business days with a tailored ERP recommendation and indicative implementation proposal.

✉ ceo@prosperasuite.com
© Prospera Cloud ERP · ERP Implementation Partner · erp.prosperasystems.com · All responses are strictly confidential