Is Your Business Ready for Custom Software?
Take this 5-minute assessment to discover whether your business has outgrown spreadsheets and disconnected tools—and what kind of system fits next.
Jacob Indian
Systems Readiness Checklist
Score: 0 / 30 — 0–5 checks
Your current systems are likely sufficient, but reviewing your processes now can help prevent future bottlenecks.
Is Your Business Ready for Custom Software?
Score yourself by checking each statement that applies.
Sales & Customer Management
Inventory & Operations
Finance & Accounting
HR & Administration
Management & Decision Making
Technology
Score Guide
0–5 checks
Your current systems are likely sufficient, but reviewing your processes now can help prevent future bottlenecks.
6–15 checks
You're beginning to experience operational inefficiencies. A focused custom tool—like quotation management, a CRM, or a portal—can improve productivity without a full system overhaul.
16–25 checks
Your business has likely outgrown spreadsheets and disconnected tools. Custom software tailored to your workflow—or a phased ERP-style system—is worth evaluating.
26+ checks
Manual processes are probably limiting growth. A custom business system (which may include ERP-style modules) can significantly improve visibility, efficiency, and scalability.
Signs Your Business Has Outgrown Excel
- Multiple versions of the same spreadsheet
- Duplicate data entry
- Delayed reports
- Frequent human errors
- Poor departmental coordination
- Difficulty tracking inventory or finances
- Lack of real-time visibility
- Time-consuming manual approvals
Book a free systems assessment
jacobindian.com/consult · hello@jacobindian.com
© Jacob Indian · Helping Businesses Grow Smarter.
Book a Free Systems Assessment
We'll review your current workflow and identify the highest-impact place to start—whether that's a single module, a portal, or a fuller custom system.
The assessment includes:
- Process review
- Pain point analysis
- Right-fit recommendation (module, portal, or full system)
- Automation recommendations
- Implementation roadmap
- Budget estimation
No obligation. No sales pressure. Just practical advice tailored to your business.
Book Free Systems AssessmentEmail Me the PDF
Check the items that apply above, then enter your details. We'll generate a branded PDF with your score and selections, download it here, and email you a copy.
- Branded PDF with your checked answers and score
- Copy emailed to your inbox
- Print this page anytime as a fallback
- Blank printable handout also available