How long does your month-end close typically take?

Businesses on modern cloud ERP typically close in 3–5 days. Regularly exceeding 7–10 days usually points to manual consolidation across disconnected systems.

Can you access a live P&L or cash position without exporting to a spreadsheet?

If your finance team relies on manual exports to report, your system isn't providing real-time visibility — which slows decision-making at every level.

Do you have real-time margin visibility by product line, customer, or channel?

Without this, pricing and product mix decisions rely on lagged or incomplete data — making it harder to respond to margin pressure or competitive shifts quickly.

Do you know the live value of your stock without running a manual count?

Stock visibility is the single biggest driver of cash flow waste in W&D. Excess stock ties up working capital; stockouts cost sales and damage customer relationships.

Are your finance, stock, and order management systems connected — or running separately?

Disconnected systems create data re-entry, reconciliation errors, and a finance team spending time moving data rather than analysing it.

If you add a new warehouse, entity, or currency — how much extra work does that create?

A system that can't scale without significant manual overhead will become a bottleneck as your business grows. The pain compounds quickly above £20–30m turnover.

When did your business last make a significant investment in its finance or ERP system?

Systems more than 5 years old are unlikely to support modern cloud integrations, automated workflows, or real-time reporting without significant workarounds.

Is your current system cloud-based, or does it run on on-premise servers?

On-premise systems require internal IT resource to maintain, are typically more expensive to upgrade, and are harder to integrate with modern reporting and operational tools.

Is your business planning significant growth, acquisitions, or structural change in the next 18–24 months?

Growth events are the most common trigger for ERP investment — and the right time to implement is before the complexity arrives, not after it creates a crisis.

Does your senior leadership team have appetite to invest in systems improvement in the next 12 months?

Internal alignment and executive sponsorship are the biggest predictors of a successful ERP implementation — more so than budget or technical complexity.