Questionnaire

First Name


Last Name


Title (CEO/Owner/CFO/COO/Partner/IT Director/Other)


Email


Phone


Are you the decision maker in your company and if not then who is?


Type of jewelry business - Manufacturer/Wholesaler/Retailer


Do you focus on Jewelry, Diamonds, Gold Gemstones, some or all?


What are ALL the current software pieces that you are using?


PAIN: Why do you want to change your software?


Will you be keeping/using any of your existing systems after acquiring a new solution?

Will you be needing 3rd party integration such as e-commerce, POS, CRM, EDI, RFID, etc.?


Will you be needing data migration or will you be starting from scratch with new data?


Are you familiar or have you ever heard of Microsoft Dynamics 365 Business Central ERP?


Are you planning on your new system be deployed on the cloud or on premises?


Are you familiar with Microsoft pricing structure and it's ERP implementation process?


Do you have specific budgetary constraints? Or what is your budget?


If pricing/functionality checks all your boxes, will you proceed now? Next Month? Next Year?


When (Month/Year) are you planning on going live using the new software solution?


What other true ERP systems other than Dynamics 365 have you been exploring?


Do you have an in-house/outside dedicated IT Professional for your company?


Finally, how many user licenses (For Key Employees) will you be needing overall?