1️⃣ Business Overview & Goals
These questions help you understand why the client needs ERP.
- What is your core business and industry?
- What problems are you trying to solve with an ERP?
- What prompted you to consider ERP now?
2️⃣ Current Systems & Pain Points
To identify gaps and improvement areas.
- Are you currently using any ERP or accounting software?
- What are your biggest challenges with the current system?
- Which processes are manual or duplicated today?
- What reports are difficult or time-consuming to generate?
3️⃣ UAE Compliance Requirements 🇦🇪
Critical for regulatory readiness.
- Are you registered for VAT?
- Do you require UAE Corporate Tax reporting?
- Are you prepared for upcoming UAE e-invoicing mandates?
- Do you need WPS-compliant payroll?
4️⃣ Functional Requirements
Finance & Accounting
- Multi-currency and multi-branch required?
- Custom chart of accounts?
- Budgeting and cost center tracking?
- Approval workflows?
Sales, Purchase & Inventory
- Quotation-to-invoice flow required?
- Batch/serial number tracking?
- Multi-warehouse management?
HR & Payroll
- Number of employees?
- End-of-service gratuity calculations?
- Leave and overtime policies?
5️⃣ Deployment Preference
Helps decide Cloud vs On-Premise vs Hybrid.
- Do you prefer Cloud ERP or On-Premise ERP?
- Any internal IT team to manage servers?
- Expected number of users now and future?
6️⃣ Customization & Integration
To assess technical complexity.
- Do you need custom workflows or reports?
- Need integration with:
- Banks
- CRM
- E-invoicing service providers
- Any systems to migrate data from?
7️⃣ Security, Access & Controls
Important for audit and governance.
- Role-based access required?
- Approval hierarchies?
- Backup and disaster recovery expectations?
8️⃣ Reporting & Decision Support
To align ERP with management needs.
- What are your critical management reports?
- Regulatory and audit reporting needs?
9️⃣ Budget, Timeline & Expectations
Ensures realistic delivery.
- What is your estimated ERP budget?
- Preferred pricing model (subscription vs license)?
- Target go-live date?
- Phased or full implementation?
🔟 Post-Go-Live
Defines what “success” looks like.
- Training expectations for users?
- Ongoing support or AMC required?
Contact Us
BITS IT Solutions LLC
📍 Al Quoz, Sheikh Zayed Road, Dubai, UAE
📞 Phone: +971 4 229 8629 / +971 50 889 4203
📧 Email: info@bitsitworld.com
🌐 Website: www.bitsitworld.com
