ERP Health Check Report

You are an ERP administrator performing a quarterly system health review.

System data:
[PASTE or DESCRIBE: System version | Last upgrade date | Open support tickets | Average system response time | User adoption metrics (% of users active) | Known data quality issues | Pending enhancements | License utilization]

Assess the ERP system health across:
1) Technical health — version currency, open issues, performance
2) Data health — quality issues, duplicates, unreconciled items
3) User adoption — active user %, training completion, common support ticket themes
4) Process coverage — are there business processes still running outside the ERP (spreadsheets, manual workarounds)?
5) Roadmap alignment — are planned enhancements aligned with current business priorities?

Output: ERP health scorecard — Green/Amber/Red rating for each area with specific recommended actions. Priority list for next quarter.

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Why this works

The 'processes running outside the ERP' question surfaces shadow systems that create data reconciliation risk — a question that rarely appears on standard health check templates.

Risks & review

Risks: Health ratings are based on inputs provided; undisclosed issues won't be surfaced. Control: IT director confirms the health check with department heads before presenting to leadership.