What triggers a CFO to commission an ERP Health Check?
Four moments dominate the conversations we have with finance and IT leaders. If any of these match your reality, the question is no longer "should we audit" — it is "how soon".
Performance is sliding, root cause unknown
Month-end close has crept from 5 days to 8. Reports take 30% longer. The IT team blames data; finance blames processes; nobody can produce evidence either way. A Health Check gives the steering committee an evidence-based diagnosis.
Audit findings or compliance risk surfaced
External auditor flagged control weaknesses. Internal audit raised concerns about manual workarounds. e-Invoice or transfer-pricing readiness is suspect. A Health Check produces the structured evidence regulators and auditors expect to see.
"Are we getting value from the ERP?"
The Board asked the question. The CFO needs a defensible answer. License renewals are coming up. Implementation cost feels stuck on the balance sheet without obvious operating returns. A Health Check quantifies actual value delivered against the original business case.
Pre-upgrade or pre-M&A readiness
An upgrade is on the horizon. An acquisition is being integrated. Before either, you need a clean current-state baseline — what to keep, what to retire, what to rebuild. A Health Check is the foundation phase that makes the next phase deliverable.
The 8 dimensions of your ERP we assess.
Each dimension scored 1 to 5 against APQC and Microsoft FastTrack benchmarks where applicable. Each gets a top-3 findings list with severity, effort, and recommended owner. No fluff, no consultant theatre — just structured evidence.
Data Integrity
Master data quality, reconciliations, audit trail completeness, dimension consistency.
- → Orphaned customer/vendor records
- → GL-to-subledger drift
- → Inconsistent dimension usage
Process Fit
How well the ERP supports actual operations vs designed-for processes. Workaround density.
- → Excel workarounds for missing flows
- → Process drift since go-live
- → Approval chains nobody uses
Customisation Drift
Count, age, supportability, and ROI of every customisation. Upgrade-blockers identified.
- → Customisations no longer used
- → Overlay code blocking upgrades
- → Undocumented business logic
Integration Health
Uptime, error rates, observability of every integration, EDI, e-Invoice, banking, payroll.
- → Silent failures with no alerting
- → Brittle CSV-based handovers
- → Single-vendor lock-in points
Security Posture
Identity, role design, segregation of duties, audit trail, regulatory readiness.
- → Over-privileged admin roles
- → Missing SoD enforcement
- → Stale terminated-user accounts
License Utilisation
Paid-for vs used. Optimisation opportunities. Renewal positioning evidence.
- → Over-provisioned full-user licences
- → Inactive users still licensed
- → Misallocated module access
Performance
Response time, batch windows, infrastructure cost, scaling headroom.
- → Batch jobs eating month-end
- → Missing indexes on heavy queries
- → Cloud-cost optimisation gaps
User Adoption
Active vs licensed users. Support ticket density. Feature uptake. Training gaps.
- → Power users in the wrong roles
- → Feature-rich modules unused
- → Training cliff at quarterly close
All 8 dimensions scored on a 1-5 scale. Composite Health Score is the headline number for the steering committee.
How does a Daxonet Health Check actually run?
Five phases across 2 to 4 weeks of elapsed time. Designed for low business disruption — your team contributes 12 to 20 hours total, mostly in scheduled interviews.
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01
Scope
Kickoff with steering committee. Confirm the 8 dimensions, the access plan, and the interview schedule. Charter signed.
Day: 1-2
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02
Data & Config
Read-only ERP access. Configuration extracts. Integration log review. License posture pull. Performance baselines.
Day: 3-7
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03
Interviews
CFO, finance team lead, IT lead, 2-3 super-users. 45-60 min each. Process drift, workaround density, satisfaction.
Day: 5-10
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04
Score & Synthesise
Each dimension scored 1-5 against benchmarks. Top 10 findings drafted. Severity, effort, owner tags applied.
Day: 10-14
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05
Readout
60-min steering committee readout. CFO 1-pager, executive deck, full report, remediation backlog. Q&A.
Day: 14-20
The five things almost every Health Check uncovers.
Patterns from over a decade of audits across Malaysian and ASEAN enterprises on D365, AutoCount, AX, and NAV. Your specific findings will vary — but these five categories show up in 9 out of 10 engagements.
License over-provisioning
The single most-recovered dollar value in our average Health Check. Full-user licences assigned where Team Member or Activity-only licences would suffice. Inactive users still on payroll. Modules paid for but not enabled.
For a 200-user D365 tenant, the average rebalance opportunity is 8-12% of the annual license bill — typically RM 60K to RM 200K depending on contract. Recoverable at the next renewal cycle.
Brittle integrations
CSV handovers running on someone's laptop. Connectors with no error alerting. Single-vendor lock-in points. The Health Check produces a connector-by-connector observability map.
Customisations no longer used
Built for problems that no longer exist. Maintained at cost. Blocking upgrades. Each gets a retire / replace / rebuild / defer verdict with effort estimate.
Security & SoD gaps
Over-privileged admin roles. Missing segregation-of-duties enforcement. Stale terminated-user accounts. Findings the external auditor will eventually find — better discovered now.
Reporting workarounds
Excel kingdoms feeding the board pack. Power BI built once and never re-validated. Numbers nobody trusts. Reporting should be the cheapest thing on this list to fix — and it usually is.
A decade of ERP audits across Malaysian and ASEAN enterprises.
Dimensions assessed per Health Check
Weeks elapsed time
Total time from your team
High-impact findings typically uncovered
What you receive — built for the steering committee, not the bookshelf.
Every deliverable below is designed to be acted on. The 1-page CFO summary is the document that gets read; everything else is the evidence trail behind it.
1-page CFO summary
Health Score Card by dimension
Top 10 findings with severity, effort, owner
Prioritised remediation backlog
Underlying assessment workbook
60-minute live readout
30-day support contract (clarification)
The audit partner whose findings actually get implemented.
Big-4 firms run excellent ERP audits — and then hand the report to an implementation partner. Daxonet IS the implementation partner. The principal who diagnoses your platform is the principal capable of remediating it. No partner handoff. No translation loss. Findings tagged for direct ingestion into our Azure DevOps backlog.
- ✓ Microsoft Solutions Partner — Business Applications
- ✓ Big-4 audit rigour, lean Daxonet team (2-3 people, not 12)
- ✓ APQC PCF and Microsoft FastTrack-aligned scoring
- ✓ Same principal owns audit AND any subsequent remediation
- ✓ Audit fee partially credited against remediation engagements
- ✓ Honest about when Big-4 is the right answer instead
Daxonet Group Sdn Bhd
Petaling Jaya HQ · Selangor, Malaysia
Johor Bahru Office · Johor, Malaysia
Phone · +603-9212 8336
Email · sales@daxonet.com
Format: 60-min scoping call, free. We confirm the 8-dimension scope, the access plan, the interview schedule, and the deliverables — before you sign anything.
Book a Scoping CallWhere Health Check & Audit fits.
Business Process Review
Process-level diagnostic — order-to-cash, record-to-report, plan-to-produce.
Upgrade & Migration
When the audit recommends upgrading off AX 2009 / 2012 / NAV.
Implementation
When the audit recommends a fresh build instead of remediation.
Managed Services
Tiered SLA support after remediation, with quarterly reviews.