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Checklist

Enterprise Modernization Readiness Checklist

Use this checklist before you approve scope or budget for a modernization initiative.

  • Which workflows are slowing the business today?
  • Where are manual approvals, spreadsheet workarounds, or duplicate entry happening?
  • Which integrations are brittle or difficult to change?
  • What metrics would prove the program is improving operations?
  • Which systems or teams create the highest dependency risk?
  • Do process owners, data owners, and technical owners agree on the current-state problem?
  • Is the likely solution a rebuild, refactor, or phased replatforming effort?

The strongest modernization programs start with these answers, not with a generic replacement decision.