ERP Health Check Report Prompt
Prompt
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.
Why it 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.
Watch out for
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.
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IT & Ops TeamsExecutives