ERP Assessment & Evaluation Services

About Our Firm

Excel Complete offers ERP assessment services for companies looking for guidance on how to improve enterprise resource planning and better manage operations. Based in Ann Arbor, Michigan, we serve clients across the United States through both remote and on-site engagements.

Our team combines accounting, financial modeling, and custom ERP development services to build solutions around your specific business logic. The assessments we provide give leadership teams peace of mind with a roadmap that prevents costly implementation issues when choosing or upgrading systems.

What's Included in an ERP Assessment

Upon completion, clients receive a concise PDF report summarizing findings, opportunities, risks, and recommendations. Reports are typically delivered within three business days after stakeholder meetings, system reviews, and the receipt of any required documentation.

System Limitations

Identify ERP limitations, operational bottlenecks, and business logic that may not be supported by off-the-shelf software. This helps determine whether customized solutions, integrations, or alternative software platforms are needed.

Reporting Review

Evaluate reporting capabilities and the ease of accessing the KPIs, operational metrics, and financial data required by management. Recommendations may include reporting improvements, dashboard enhancements, and data consolidation opportunities.

Upgrade Opportunities

Review opportunities to improve existing ERP systems through upgrades, integrations, workflow automation, or custom-built modules. Assessments consider both short-term improvements and long-term scalability.

Recommendations

Receive practical recommendations for improving your ERP environment, including off-the-shelf solutions, custom development options, implementation priorities, and next steps. Recommendations may include estimated costs, timelines, and comparisons between custom ERP development and the integration of existing software solutions.

ERP Assessment Cost

ERP Assessment & Evaluation Services start at $5,000. Engagements include review of the current systems, process reviews, data structure evaluations, and interviews with stakeholders and key employees.

Smaller organizations with limited assessment requirements may qualify for a reduced-scope engagement. Contact us to discuss your ERP environment and receive a custom quote.

For time-sensitive ERP projects, on-site assessments can often be scheduled within 2 business days for organizations located near our Ann Arbor, Michigan office, including:

• Detroit, MI
• Grand Rapids, MI
• Toledo, OH
• Akron, OH
• Columbus, OH
• Chicago, IL
• Cleveland, OH
• Cincinnati, OH
• Pittsburgh, PA
• Indianapolis, IN

ERP Projects Already Underway

Organizations already implementing or developing an ERP system will benefit from an independent third-party review. Assessments help validate project direction, evaluate costs, identify risks, and determine whether the current approach, alternative software, or custom development offers the best value. This ensures you get the most return on your investment while providing peace of mind down the line. Review areas include:

• Vendor pricing and implementation costs
• Project scope and requirements
• Database and table structures
• API capabilities
• Reporting and business intelligence requirements
• Ongoing maintenance and support considerations
• Alignment with long-term business objectives

If a project is experiencing significant delays, reporting issues, unmet requirements, technical challenges, or the departure of key personnel, our ERP rescue services would be of benefit. These engagements focus on identifying root causes, developing recovery roadmaps, and helping projects move forward successfully.

Industries Served

ERP requirements vary by industry. The examples below highlight common ERP challenges and opportunities we see across construction, manufacturing, healthcare, and nonprofit organizations.

Construction

Construction companies often rely on multiple software platforms for accounting, project management, payroll, estimating, and field operations. ERP assessments help identify reporting gaps, disconnected workflows, and opportunities to improve data visibility across systems.

• Foundation Accounting Software
• Spectrum ERP by Trimble
• QuickBooks & QuickBooks Enterprise

Recommendations often include custom-built modules that connect directly with these systems. WIP reports are one of the most common custom modules we build. Custom modules help fully implement business logic that is not fully supported by off-the-shelf software.

Manufacturing

Manufacturing ERP assessments focus on production workflows, inventory management, purchasing, machine utilization, and labor planning. For this industry, we pay close attention to ensuring the ERP supports capacity planning, labor modeling, and financial forecasting to improve operational efficiency and support future growth.

Healthcare

Healthcare organizations frequently manage data across multiple systems. These ERP assessments focus on mapping processes and information flows to determine the most effective way to connect systems and define how an ERP should support those connections. Recommendations often include centralized reporting tools that provide management with better visibility into operations.

Nonprofits

Nonprofit organizations often require specialized reporting, grant tracking, budgeting, donor management, and compliance workflows. ERP assessments help identify opportunities to streamline reporting, improve data visibility, and reduce manual processes.

ERP Assessment Questionnaire

You can download our ERP assesment questionnaire to collect feedback about your organization's ERP environment. The questions focus on overall satisfaction with the ERP system and its effectiveness in supporting business operations.

The rating sections help identify strengths and weaknesses related to usability, reporting, business processes, and cross-department collaboration. The open-ended feedback section allows employees to highlight ERP-related challenges and list improvements they would make if given the opportunity.

The results can help management better understand ERP performance, identify areas for improvement, and prioritize future system enhancements, integrations, or custom development opportunities.