The CloudRock ERP/HRIS Readiness Checklist

Make your next ERP or HRIS decision with confidence.

1. You’re not buying software, you’re buying change

The biggest risk isn’t a failed system; it’s a successful implementation that no one uses. Choose a platform that supports how your people work,  and plan for adoption from day one.

2. Shortlists should come after business scoping

Too many companies build shortlists based on analyst rankings or peer recommendations. Start by defining your key workflows, business goals, and integration needs, then build your shortlist around that.

3. Understand what "cloud" really means

Vendors love to talk about being cloud-based. But there’s a difference between “cloud-hosted,” “cloud-enabled,” and true “cloud-native.” Only one will future-proof your investment.

4. Involve more than just your IT team

Your ERP/HRIS touches every part of the business. Form a cross-functional steering group early, including HR, finance, procurement, operations, and end users.

5. Beware the demo dazzle

Product demos are rehearsed to perfection. Don’t just watch, ask how long it took to build what you're seeing. Request live configurations, sandbox access, or real-life case studies to validate what’s promised.

6. Map integrations, don’t assume they exist

Your new platform won’t exist in isolation. Build a complete integration map to see how your CRM, payroll, finance, and legacy systems will work together.

7. Challenge your “must-haves”

Many customisations come from trying to replicate legacy processes. Challenge every requirement: is this how we should work, or how we’re used to working?

8. Choose a partner, not just a platform

Implementation success hinges on your consulting partner. Look for advisory expertise, not just technical credentials, someone who’ll challenge your thinking and see around corners.

9. Get serious about change management

Train-the-trainer isn’t enough. Build a change plan that includes communications, leadership alignment, resistance planning, and ongoing support after go-live.

10. Think about post-launch from day one

Don’t wait until the project’s nearly done to plan for support, enhancements, or system ownership. Budget and roadmap for an evolving platform, not a one-time install.