Source
ERP Healthcheck
Rapid, Evidence-Backed ERP Assessment — 24hr Turnaround

Give prospects a fast, evidence-backed view of how their ERP is really operating — before a statement of work. No more “trust me, here's what's broken” — the client sees the evidence themselves.

24 Hours
Source Turnaround
Free
Offered Free to Prospects
$25K–$65K
Addressable SOW Per Healthcheck

From healthcheck to SOW with AI — live system evidence in hours, not weeks

Source Healthcheck scans any ERP environment — multiple systems, any platform — and delivers evidence-backed findings in 24 hours. Every finding is quantified and maps directly to a scoped SOW. Partners offer the healthcheck free to prospects, Source delivers the intelligence.

The Partner Pitch

“We offer a free healthcheck to every prospect. Source delivers the findings in 24 hours, you present under your brand, and the client sees exactly what's broken and what it's costing them. Each finding maps to a scoped SOW. Typical pipeline from a single healthcheck: $25K–$65K in addressable work.”

The output separates confirmed facts from inferred insights from unknowns.
Specific enough to shape a SOW, honest enough to build trust, executive-ready enough for a CFO conversation.
Like an oil change with photos of the undercarriage — the client sees the evidence on screen, timestamped, with query output attached. The trust gap closes before the pricing conversation starts.
6 Dimensions Scanned
Environment & Architecture
Data Integrity & Quality
Business Process Effectiveness
Security & Governance
Integrations & Automation
Reporting & Customisation
The Report Includes
Business context summary
As-is system state (scored)
Green flags (what's working)
Red flags (prioritised, $-quantified)
Cost impact summary
Prioritised roadmap → SOW
What the Healthcheck Covers
The assessment covers three layers — understanding the business, scanning the system, and prioritising findings.
1
Business Context
Understanding the business
Company profile & org structure
Chart of Accounts philosophy
Full tech stack inventory
Business goals & pain register
Stakeholder map
2
As-Is System State
Scanning the system
Architecture & environment review
Data quality across all objects
Process effectiveness scoring
Security & governance posture
Integration & automation health
Reporting & customisation sprawl
3
Prioritised Findings
Prioritising findings
Every issue scored High / Medium / Low
Dollar impact quantified per finding
Recommended fix for each issue
SOW-ready scope on every line
What Source Looks For
Eight Coverage Areas, Every Healthcheck
Every Source healthcheck reviews each of these areas across the live system. Findings are quantified, prioritised, and mapped to a fix.
Old & Unused Scripts
SuiteScripts, RESTlets, workflows, scheduled jobs with zero invocations or stale deploys.
Unused Licenses
Modules paid for and never adopted, dormant user seats, over-licensed roles.
Security Audit
Admin sprawl, missing segregation of duties, stale users, role overreach.
Process Identification
Steps happening outside the ERP, manual workarounds, bottlenecks in close and AP.
AI Automation Opportunities
Repetitive manual work, document parsing, reconciliation, approvals ready for AI.
Legacy & Old Code
Deprecated APIs, abandoned customisations, scripts on retired SuiteScript versions.
Data Quality Issues
Duplicates, GL imbalance, missing tax IDs, stale items, broken referential integrity.
Fix Plan for Each Issue
Every finding maps to a remediation step with effort estimate and SOW line.
The 6 Dimensions
What Source Has Found
Real findings from Source scans across live environments. Every item below is evidence Source has surfaced — not a checklist.
How complex is this environment?
Source found 43 custom fields on Sales Order — 18 have no data in last 12 months
Source detected 18 months of open accounting periods — none are locked
Source flagged Advanced Revenue Management as enabled with zero transactions processed
Source identified 3 subsidiaries in OneWorld — 1 has never been used
Is the data clean enough for migration?
Source identified 147 duplicate vendors across 3 subsidiaries — $34K/yr duplicate payment risk
Source detected GL out of balance by $12,847 across 2 subsidiaries
Source found 4,200 inactive items (47% of total catalogue) — cleanup required before migration
Source flagged 312 customer records with missing ABN / tax ID fields — compliance exposure
Where are the bottlenecks?
Source found manual journal entries account for 34% of all GL postings — AI automation opportunity
Source measured month-end close averaging 14 days — industry benchmark is 5 days
Source detected a void rate of 12% on AP invoices in last 90 days — process issues upstream
Source confirmed 6 process steps happening outside the ERP in spreadsheets
Source identified 1,200 invoices/month manually keyed from PDF — AI document-parsing candidate
Source flagged 3-step manual approval chain on POs <$5K — workflow automation opportunity
Who has access to what?
Source found 8 users with full Administrator access — 4 are non-IT staff (2 AP, 1 AR, 1 Warehouse)
Source identified no segregation of duties between payment approval and execution — SOX risk
Source flagged 23 users inactive 90+ days with accounts still active
Source detected AP role has view access to payroll records — access control gap
Are integrations healthy?
Source found Shopify integration with 312 failed syncs in last 90 days — no alerts configured
Source detected 31 script deployments with DEBUG logging active in production — performance risk
Source identified 3 RESTlets deployed with zero API calls in 6 months — dead integrations
Source flagged 47 scheduled scripts — 19 have not run in 12+ months and can be safely retired
Source detected 12 SuiteScripts still on SuiteScript 1.0 (deprecated) — migration required
Source flagged no retry logic on payment gateway connector — silent failure risk
How much customisation sprawl?
Source found 1,247 saved searches — 40% with zero views in 12 months — cleanup opportunity
Source detected Sales Order with 83 custom fields — 31 are mandatory — UI performance concern
Source identified no executive dashboard configured for CFO role — reporting gap
Source flagged 14 custom reports duplicating standard NetSuite functionality — unnecessary overhead
Peer Benchmarking
How Healthy Is This System Compared to Industry Peers?
Every healthcheck ranks the client against an anonymised peer cohort matched on industry, revenue band, and headcount — with the top-decile and industry-median baselines shown alongside. Directional only. No client is ever named, no competitor data is ever surfaced.
IndustryMid-Market Manufacturing
Revenue band$50M–$250M
Cohort size247 anonymised companies
ERP Health Index
47/ 100
Bottom quartile vs peers
Bottom 25%
< 50
Industry median
68
Top decile
85+
The ERP Health Index is a weighted composite of all six dimensions — data integrity, process effectiveness, security posture, integration health, customisation drift, and license efficiency. Manufacturing peers in this revenue band cluster around 68; this client is sitting 21 points below.
Where the gap is biggest
Month-End Close
Client14 days
Industry median5 days
Top decile≤ 4 days
Bottom quartile
Process Automation Rate
Client66%
Industry median84%
Top decile≥ 92%
Bottom quartile
License Utilisation
Client62%
Industry median84%
Top decile≥ 90%
Below median
How the cohort is built: aggregated from anonymised, opt-in scans across hundreds of live ERPs. Reported as ranges and quartiles — never individual companies, never named competitors. The point is directional: a competitive baseline of how healthy a system looks in this industry, not a reverse-engineering surface.
Sample Report
Source Healthcheck Report
Westfield Manufacturing
Systems: NetSuite OneWorld · Shopify · Excel (production scheduling)
·
Scanned March 2026
Overall
Needs Attention
Category Ratings
Environment & Architecture
Healthy
Data Integrity
Critical
Business Processes
Healthy
Security
Medium
Integrations
Medium
Reporting
Healthy
License Efficiency
Medium
Compliance
Medium
What's Working Well
4 areas confirmed healthy
Chart of Accounts
Well-structured 4-level hierarchy. 312 active accounts, no orphaned segments. Supports multi-subsidiary consolidation.
Approval Workflows
PO approvals properly tiered ($0–$5K auto, $5K–$25K manager, $25K+ VP). 98.7% compliance rate over 12 months.
Tax Configuration
17 tax nexuses correctly configured. Avalara integration active and syncing. No manual tax overrides detected.
Bank Reconciliation
Auto-matching enabled. 94% match rate. Average reconciliation lag: 1.2 days. No unreconciled items >30 days.
Findings That Need Attention
5 issues identified
criticalDuplicate Vendor Records
Fix: Data Cleanup & Deduplication
147 potential duplicate vendors identified across 3 subsidiaries. 23 share identical bank details with different vendor IDs. Risk: duplicate payments estimated at $34K/yr.
Impact:$34,200/yr in duplicate payment risk
criticalOver-Permissioned Roles
Fix: Security Hardening & Role Redesign
8 users have full Administrator access. 4 of these are non-IT staff (2 in AP, 1 in AR, 1 in Warehouse). No segregation of duties between payment approval and payment execution.
Impact:SOX compliance exposure — audit finding risk
warningManual Revenue Recognition
Fix: Revenue Recognition Automation
Rev rec handled in Excel for 3 of 5 revenue streams. Monthly journal entries posted manually. Average of 4.2 hours/month. 2 mispostings found in last 6 months.
Impact:4.2 hrs/month labor + misstatement risk
warningStale Shopify Integration
Fix: Integration Rebuild (Shopify to NetSuite)
Custom SuiteScript connector last modified 18 months ago. No retry logic. 312 failed sync records in last 90 days. Fallback: manual CSV import weekly by ops team.
Impact:~6 hrs/week manual workaround
warningUnderutilised Modules
Fix: License Optimization & Module Audit
Advanced Project Management licensed but only 12% adopted. Fixed Asset Management enabled, 0 transactions in 8 months. Demand Planning licensed, never configured.
Impact:$18,400/yr in unused license costs
Estimated Annual Cost of Inaction
Duplicate Payments
$34,200
Unused Licenses
$18,400
Manual Workarounds
$28,600
Total Annual Cost
$81,200
This is a sample report for illustration. Your client's report will contain their actual findings, scored and prioritised, with each issue mapped to a specific remediation SOW.
Finding to SOW
Every Finding Maps to a Paid Engagement
The healthcheck isn't just a report — it's a pipeline builder. Each finding is specific, quantified, and maps directly to a scoped SOW that you sell under your brand.
Health Check Finding
SOW It Generates
Est. Value
147 duplicate vendors, $34K annual duplicate payment exposure
Data Cleanup & Deduplication
$5K–$15K
8 admin users, no SoD on payment approval
Security Hardening & Role Redesign
$8K–$20K
Manual month-end close averaging 14 days, 6 steps outside ERP
Process Automation & Close Optimisation
$10K–$25K
4 unused modules, $18K/yr in wasted license spend
License Optimisation & Module Audit
$3K–$8K
312 failed Shopify syncs, no retry logic, weekly manual import
Integration Rebuild (Shopify to NetSuite)
$10K–$30K
No CFO dashboard, 1,247 saved searches with 40% unused
Reporting & Dashboard Overhaul
$7K–$15K
Beyond the One-Time Scan
From Baseline Scan to Always-On Assurance
Start with a regular API-based scan. Layer up from there as the client's needs grow — recurring monitoring, multi-environment diffs, and a permanent audit trail.
1
Baseline
Regular API Access
Read-only API connection to the live ERP. One-time scan across 6 dimensions, 60+ signals. This is the standard healthcheck — fast, evidence-backed, 24-hour turnaround.
Standard / One-Time
2
Recurring
Quarterly Scans
Same scan, same access, on a schedule. SOX, GDPR, and ISO buyers need scheduled evidence; finance teams want drift detection between closes. Recurring revenue for the partner, continuous assurance for the client.
Compliance / Recurring
3
Multi-Env
Sandbox vs Production
Add a second API connection to the sandbox. Source diffs both environments side-by-side and surfaces configuration drift, missing customisations, and data mismatches before cutover.
Implementation Risk
4
Always On
Audit Trail
Every scan, at every tier above, is dated, signed, and archived. On this date, with these credentials, this is what the system looked like and this is what was agreed. Closes scope-creep arguments and protects the partner.
CYA / Accountability
Client Setup
Four Steps for the Client. Admin Needed Only Twice.
The full healthcheck setup — designed to be lightweight on the client side. Two of the four steps need a one-off action from a NetSuite or QuickBooks admin; the other two need no admin involvement at all.
1
Required
Connect the API
NetSuite Token-Based Auth on a read-only role, or QuickBooks OAuth 2.0 refresh token. Both systems can be connected if the client runs both.
Admin access · one-off
Admin needed once to create the Integration Record (NetSuite) or approve the OAuth app (QuickBooks).
2
NetSuite only
SuiteCloud / SDF Export
Project XML, scripts, and workflows exported via the SuiteCloud CLI. Adds drift analysis, code-quality review, and customisation-dependency mapping.
Admin access · one-off
Admin or developer role with the SuiteCloud Development Framework permission. One-off export; no ongoing access.
3
Beyond the ERP
Flag External Systems
Shopify, payments, IdP, CI logs — anything the ERP doesn't see. Required for any healthcheck claim about non-ERP behaviour.
No admin needed
4
Optional
Discovery Transcripts
Call transcripts, fact-find notes, or recordings. Encrypted at rest and emailed to the Source operator as attachments.
No admin needed
Admin access required only for steps 1 and 2. Both are one-off actions. After credentials are issued and the SDF is exported, no further admin involvement is needed for the lifetime of the engagement.
How It Works
1
You Request
Submit for your client. We need read-only access to their ERP — that's it.
2
AI Scans
Source scans the full environment in ~5 hours across 6 dimensions, 60+ signals, any ERP system.
3
Report Ready
White-labeled report under your brand. Green flags, red flags, and a prioritised roadmap.
4
You Sell the Fix
Present findings to the client. Walk through what's broken. Close the SOW on the spot.
Any System. Multiple Systems.

It doesn't matter what the client is running. Source Healthcheck works with any system — we scan via API where available, or work from data exports, reports, and documentation.

ERP Platforms

NetSuite, SAP, Dynamics 365, Sage, Acumatica, Epicor, Infor, Odoo, Oracle Fusion, SYSPRO, Workday, Certinia

Accounting

QuickBooks (all versions), Xero, MYOB, FreshBooks, Wave, Zoho Books

Legacy & Other

Dynamics GP, NAV, SAP R/3, Oracle EBS, spreadsheets, CSV exports, custom systems

Get Started
Free for Prospects
Partners offer the healthcheck free to every prospect. Source delivers the intelligence in 24hrs.
24hr Turnaround
Request today, deliver findings tomorrow. Fast enough for any sales cycle.
SOW-Ready Output
Every finding maps to a specific, scoped piece of work you can quote immediately.

Source Healthcheck. Confidential.