INTERACTIVE DIAGNOSTIC · FOR THE OFFICE OF THE CFO

The CFO's ERP Fit Diagnostic

A focused diagnostic for the question every finance leader eventually asks: full ERP or AI-native platform. Answer 16 questions across five dimensions, operational complexity, revenue model, systems footprint, stage and structure, and vertical and compliance, and get a clear read on where your business actually fits.

  • 4 to 6 minutes · one answer per question, no back-and-forth

  • Scored across two paths and mapped to your result: Full ERP, AI-Native, or Advisor Conversation Needed

  • A plain-language explanation tied to how your business actually operates, not a generic label

  • A recommended next step, including when the honest answer is a platform we do not sell

Operational Complexity

Operational Complexity

Revenue Model

Q6. Do you need live SaaS metrics (ARR, MRR, NRR, churn) tied directly to your ledger?

Yes, these are core to how we run and report to the boardUseful, but not centralNo, these metrics do not apply to our business

Stage and Structure

Q10. What is your approximate annual recurring or total revenue?

Under $10M$10M to $200M$200M to $500MOver $500M

Stage and Structure

Q11. How many legal entities or subsidiaries do you operate?

OneA few (2 to 5)Many, across multiple countries and currencies

Stage and Structure

Vertical and Compliance

Q15. How central is validated compliance (for example 21 CFR Part 11, GxP, deep SOX) to your operations?

Central, we operate in a validated environmentImportant but standard for our sizeNot a major factor for us
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Based on how your business operates, you are a Full ERP company.

Your answers point to real operational scope, the kind of inventory, manufacturing, multi-module, or regulated-industry complexity that a full ERP is built to run. NetSuite is the AI-enabled Alliance Partner platform that carries this weight, with the audit track record and vertical depth your stage calls for. An AI-native platform would be faster to deploy, but it is not built to run operations like yours, and that is a scope difference, not a maturity one.
this does not mean more software is always the answer. The right move is scoping the implementation to how your business actually runs, so you get value at go-live instead of a system you grow into slowly. That is the conversation worth having.

Book an ERP Fit Assessment

Based on how your business operates, an AI-native platform fits you.

You run a software or subscription business with a lean finance team and no operational complexity that requires a full ERP suite. That is the exact profile an AI-native platform like Rillet or Campfire is built for, native ASC 606 automation, SaaS metrics tied to the ledger, and a go-live measured in weeks. Both handle multi-entity consolidation, so a global structure does not push you off this path.
this is a fork, not a lesser choice. You are not settling for something you will replace once you scale. If your operating model changes in a fundamental way, the picture can change, but nobody graduates from here to a full ERP by default. We would tell you plainly if a full ERP were the better call, and for your profile it is not.

Book a Fit Call

Your profile sits right on the line, and that is exactly why a short conversation is worth it.

Your answers pull in two directions. You have signals that point toward a full ERP and signals that point toward an AI-native platform, and a scorecard should not make this call for you. This is the profile where the wrong pick is most expensive and where an independent read pays for itself. We advise on this fork every week, including when the right answer is the platform we do not sell.The honest part: we are not going to pretend a quiz settled it. Thirty minutes with an advisor who has seen your exact tension will save you a six-figure mistake. That is the whole offer.

Book an ERP Fit Assessment
FAQ

Frequently Asked Questions

Straight answers. No sales language.
How long does the diagnostic actually take?
4 to 6 minutes. Sixteen questions, one answer each, no back-and-forth.
What do you do with my email and my answers?
We use it to send your result and follow up only if you want to talk. We never sell or share your information.
What if my result is not a clean fit either way?
That happens, and it's often the most useful result. We'll say so directly and suggest a short call instead of guessing.
Will this just recommend NetSuite because you're a NetSuite partner?
No. We're also an implementation partner for Rillet and Campfire, so the diagnostic routes you to whichever actually fits.
Is this diagnostic a sales pitch?
No. It's the same fit-and-fork thinking we walk clients through directly, just self-serve. Talking it through after is optional.
What happens after I get my result?
You see it instantly on screen and get a copy by email. Book a call if you want to discuss it, no pressure either way.
Start The Conversation

Talk To A Coupa Managed Services Advisor. Not A Sales Rep

Thirty minutes, no pitch deck. We'll ask about your current Coupa environment, the work your team currently does versus the work that should be happening, and the specific gap that brought you here. We will tell you honestly whether you need full managed services, a narrower specialist scope, an integration-only engagement, or none of the above.
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