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Self-assessment

Data maturity self-assessment

Twelve questions across four areas. Answer based on how your company works today, not how it ought to work. At the end you'll see each area on screen, what it means and what we would do first.

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Strategy and KPIs

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1Strategy and KPIsDoes management have a written list of the indicators it reviews every week or every month?
2Strategy and KPIsDoes each indicator have an agreed formula and a person responsible for maintaining it?
3Strategy and KPIsAre those indicators linked to the year's goals, such as budget, margin or cash?

Governance and quality

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4Governance and qualityDoes each important type of data (customers, items, suppliers, accounts) have an owner with a name and a role?
5Governance and qualityDo you measure duplicates, empty fields or wrong values in that data, and does someone get an alert when they get worse?
6Governance and qualityDo you know where personal data is held, who can access it and with what permission?

Integration and platform

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7Integration and platformDoes data move between the ERP and your other systems (CRM, online shop, warehouse, bank) without exporting files or retyping by hand?
8Integration and platformIf an integration or a data load fails, does someone find out the same day?
9Integration and platformIs the data for reporting gathered in one place, such as a data warehouse or Microsoft Fabric, rather than in personal spreadsheets?

Analytics and use

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10Analytics and useDoes management see its indicators on a dashboard that refreshes itself?
11Analytics and useIf you ask for this month's sales or margin, do finance, sales and operations give the same figure?
12Analytics and useDo management meetings work from that dashboard rather than from files prepared for the occasion?