SiriusERP Requirement Analysis SiriusERP Requirement Analysis Name* Email* Organization* Section Question Response Organizational Overview Please provide a brief description of your organization’s operations, outlining key departments and primary business objectives. What are the main challenges your organization faces in current workflows across functions such as Finance & Accounts, HR, CRM, Inventory, Sales, Purchase, and Performance Management. Current Systems & Processes What software applications or manual processes do you currently use for managing Finance & Accounts, HR, CRM, Inventory, Sales, Purchase, and Performance Management? Are these systems interconnected, or do they function independently within their own silos? How are important documents and records managed? Are these processes digitized? Data & Reporting Requirements What types of summary reports are needed for daily operations and management decisions? How critical is real-time access to financial, inventory, and operational data? Which KPIs are the most valuable for each department? Operational Flexibility & Automation Where do you see opportunities to automate routine tasks? How do you currently plan or adjust routes, inventory, and staffing? Alerts & Notifications What real-time notifications and alerts are necessary? How could automated alerts improve monitoring and control? Integration & Customization Which existing platforms must be integrated with your ERP? To what extent do you require customization of workflows, reporting, and analytics? Document Management What are the main challenges in document management and archiving? How important is digital access and centralized storage? Performance Management & Analytics How do you currently track and assess performance? What analytics or dashboard capabilities would benefit decision-makers? Future Goals & Expectations What are your top priorities for digital transformation? How do you envision technology supporting growth, efficiency, compliance, and profitability? Additional Key Areas Any specialized requirements, compliance standards, or unique challenges? Finance & Accounts Which financial systems are currently used? How are invoices, bills, and payments processed? Challenges in AP/AR, reconciliation, or compliance? Is financial data accessible in real time? Automation level for recurring transactions? Which financial KPIs are critical? Human Resources What HRMS systems are in place? How are onboarding/offboarding/training managed? Challenges in attendance, leave, or performance reviews? Do you use self‑service portals? How is HR compliance monitored? Which HR metrics are tracked? CRM Do you use a CRM platform? How are customer interactions documented? Pain points in managing customer data? Most valuable CRM features? How is customer feedback managed? Inventory What systems track stock levels and warehouse operations? Frequency and challenges in audits? Is inventory updated in real time? Processes for replenishment and stock transfers? Which inventory metrics are tracked? Sales Tools for sales orders, quotations, proposals? How are sales targets set and monitored? Reporting/analytics for sales performance? Automation for follow‑ups or renewals? Is sales data integrated with CRM/Inventory/Finance? Purchase Process for procurement and vendor selection? Tools for supplier evaluation and contracts? How do you track requisitions and approvals? Challenges in vendor management or compliance? Which KPIs are monitored? Performance Management How is performance tracked and rewarded? Systems for monitoring KPIs and goals? Frequency and criteria for reviews? Tools for continuous feedback? Challenges in aligning performance with objectives? Additional Key Areas Any special requirements not covered? Δ
