Business Profile Questionnaire Name (required) Title (required) Email Address (required) Company (required) Phone Number (required) Subscribe to Newsletter (required) YesNo Industry (required) DefenseConstructionEducationManufacturingProfessional ServicesFinancial Services/BankingHospitalityAerospaceGovernment ServicesFood and BeverageInformation TechnologyMedical/HealthcareInsurance ServicesRetailOther What is your annual revenue? What is the employee size of your company? What accounting/ERP software and what is the current version? Is your accounting/ERP software customized? YesNo Is your accounting/ERP software integrated with other software packages within your organization? YesNo What other software is used within your organization? General Ledger Included in ERPSeparate but Integrated with ERPStandaloneN/A Accounts Receivables Included in ERPSeparate but Integrated with ERPStandaloneN/A Accounts Payables Included in ERPSeparate but Integrated with ERPStandaloneN/A Project/Job Management System Included in ERPSeparate but Integrated with ERPStandaloneN/A Company Financials Included in ERPSeparate but Integrated with ERPStandaloneN/A Payroll System Included in ERPSeparate but Integrated with ERPStandaloneN/A Timecard System Included in ERPSeparate but Integrated with ERPStandaloneN/A Employee Onboarding Included in ERPSeparate but Integrated with ERPStandaloneN/A Customer Order Management/CRM Included in ERPSeparate but Integrated with ERPStandaloneN/A Manufacturing Execution System (MES) Included in ERPSeparate but Integrated with ERPStandaloneN/A Warehouse Management Included in ERPSeparate but Integrated with ERPStandaloneN/A Shipping/Logistic Planning Included in ERPSeparate but Integrated with ERPStandaloneN/A Product Quality Management Included in ERPSeparate but Integrated with ERPStandaloneN/A Plant Maintenance Included in ERPSeparate but Integrated with ERPStandaloneN/A Will your company be implementing any new or upgrading any of your existing business systems within the next 18 months? YesNo Do you currently have internal change controls and/or structured regression testing for system promotions to production? YesNo Do you have an internal project management team or do you rely on outside resources to manage your project management efforts? —Please choose an option—Formalized project management teamInternal adhoc project management when neededOutsourcing of project managementNo project management team needed Are you a publicly traded organization? YesNo Are your internal business processes fully documented and implemented? YesNo Do you have adherence to Sarbanes-Oxley standards (even if not publicly traded)? YesNo Do leadership’s organizational goals clearly translate into specific departmental objectives? YesNo Do you feel that departmental objectives clearly translate into actionable efforts by teams within the organization? YesNo What parts of your business (systems, departments/teams, business processes) do you think run inefficiently and are a drag on your business?
