Free Assessment Tool

Is your organisation ready to implement
Oracle EPM or BI?

This free assessment scores your organisation's implementation readiness across the four dimensions that determine whether an EPM or BI project succeeds or stalls: data quality, process maturity, organisational capacity, and leadership commitment. It takes under 3 minutes and produces a scored breakdown with a recommended next step.

Start the assessment ↓
Who this is for

You are evaluating Oracle EPM, Hyperion, or a BI platform and want an honest view before you commit budget.

You have started an implementation and want to understand why it is slower or harder than expected.

Your board or CFO has asked whether the organisation is ready for a major finance-systems investment.

What you will get
01A readiness score across four dimensions (0–100)
02A breakdown of your strongest and weakest areas
03A plain-language explanation of what each gap means in practice
04A recommended next step based on your score
Question 1 of 15 — Data Quality
Data Quality

How would you describe the state of your chart of accounts across your entities or business units?
Data Quality

When your finance team extracts actuals from your ERP for reporting or planning, what typically happens?
Data Quality

How would you describe your organisation's master data governance (entities, cost centres, dimensions, hierarchies)?
Data Quality

Do you have documented data definitions for key financial metrics (revenue, EBITDA, headcount, etc.) that all business units agree on?
Process Maturity

How well-documented are your current planning and budgeting processes?
Process Maturity

How would you describe your current financial close process?
Process Maturity

Have you mapped the specific processes the new system will replace or support — in enough detail to configure it against?
Process Maturity

How stable are your organisational structure and reporting hierarchies?
Organisational Capacity

Does your finance team have dedicated capacity to participate in an implementation project — beyond their operational responsibilities?
Organisational Capacity

How would you assess your organisation's experience with major enterprise-system implementations?
Organisational Capacity

Does your organisation have the internal skills to manage data extraction, validation, and loading from your ERP into a new EPM or BI environment?
Organisational Capacity

How would you describe your organisation's ability to manage change for finance and operations teams?
Leadership Commitment

Who is the executive sponsor for this implementation, and how actively are they engaged?
Leadership Commitment

Has the business case for this implementation been formally approved at board or executive committee level?
Leadership Commitment

How quickly can your organisation make decisions during a project — for example, agreeing on a hierarchy structure, a reporting definition, or a process design?
After your assessment

What a formal readiness assessment looks like

01
Initial conversation (30 minutes)

We review your self-assessment results and discuss your specific context — system, timeline, and the dimension that concerns you most. No charge. No obligation.

02
Formal readiness assessment (2–3 weeks)

A structured, senior-led engagement that produces a detailed gap analysis, a prioritised preparation roadmap, and an honest recommendation on whether to proceed, prepare first, or reconsider the scope.

03
Preparation roadmap

A sequenced plan with defined actions, owners, and timelines — so you enter any implementation knowing exactly what the foundations look like and what has been addressed.

Talk to us about readiness → Consultancy services →
Next steps

Quantify the case. See the schedule.

You know where your organisation stands. These two tools turn that into a business case and a realistic delivery timeline.

Free tool ROI Calculator Model the financial return of your implementation — payback period, annual benefit, and a business case summary. Free ROI calculator → Free tool Timeline Estimator See a realistic phase-by-phase implementation schedule adjusted for your scope and constraints. Free timeline estimator →
Frequently asked questions

Answers before you ask.

The self-assessment takes under 3 minutes to complete — it is 15 questions across four dimensions, each with four answer options. You receive your full scored results immediately after submitting your email address. No account or login is required.
Implementation readiness describes the state of four conditions that consistently determine whether an EPM or BI project succeeds or stalls: whether your data is reliable enough to feed the system, whether your processes are documented enough to be configured, whether your team has genuine capacity to participate alongside their operational work, and whether executive leadership is actively engaged rather than nominally supportive. Most project failures trace back to a gap in one of these four areas — gaps that were visible before the project started.
A low readiness score does not mean implementation is the wrong destination — it means the sequence matters. Organisations that address foundational gaps before implementation consistently deliver faster, cleaner, and less expensive projects than those that start implementation and discover the same gaps mid-project. A poor score is most useful when you find it before you have committed budget and a delivery timeline.
The four readiness dimensions — data quality, process maturity, organisational capacity, and leadership commitment — apply to any major enterprise-system implementation: Oracle EPM, Oracle Cloud, Power BI, Qlik Sense, Tableau, ERP migrations, or automation programmes. The questions are deliberately system-neutral so the results are honest regardless of which platform you are evaluating.
This tool produces a directional readiness score in 3 minutes based on 15 questions — useful for understanding where your organisation stands before a conversation. A formal Implementation Readiness Assessment from Loop Wise Solutions is a structured, senior-led engagement of 2–3 weeks that produces a detailed gap analysis, a prioritised preparation roadmap, and an honest recommendation on whether to proceed, prepare first, or reconsider the scope. The tool tells you what your score is. The engagement tells you exactly what to do about it.

Know your readiness before you commit.

Take the 3-minute assessment. Get your score. Then decide on the right next step — with an honest view of where your organisation stands.

Start the assessment Talk to us directly