It's Not a Missing Dashboard Problem.
It's an Audit-Readiness Problem.
Every week your ERP, cloud environment, or AI initiative runs unaudited is a week small gaps compound — into a slow close, a security exposure, or a stalled AI budget nobody can defend.
Symhas built three working checklists — for ERP, Cloud, and AI — from the same audits our certified architects run on live client engagements. No theory, just what we actually check before we sign off on a system.
Three Templates. One Question: Which System Is Slowing You Down?
Start wherever the friction actually is. Each template below is a standalone working document — pick the one that matches where your team is losing time, budget, or sleep.
ERP Migration Audit Template
For teams still running PeopleSoft, EBS, JD Edwards, SAP, or legacy NetSuite where the financial close takes days, not hours.
- Cutover & rollback worksheet, hour by hour
- Data migration risk mapping
- Vendor / SI accountability scorecard
Cloud Infrastructure Audit Template
For teams who suspect cloud spend is leaking and can't yet prove their security posture holds up under audit.
- Zero-trust security posture checklist
- FinOps scorecard for wasted spend
- DR, resilience & SLA review
AI Analytics Readiness Audit
For teams about to fund an AI initiative that's more likely to stall on data quality than on the model itself.
- Data quality & governance scorecard
- Use-case feasibility, not novelty, ranking
- MLOps & production readiness check
Not sure which one applies? Quick self-check:
- ✕If financial close takes 3+ days or you're on-prem ERP — start with the ERP Audit.
- ✕If cloud costs feel unexplained or a security review is coming — start with the Cloud Audit.
- ✕If an AI budget is approved but data readiness is unclear — start with the AI Audit.
- ✕If more than one applies, run the ERP audit first — it's usually the root cause of the other two.
Three Steps From Download to Decision
Each template is built to be worked through in an afternoon — not filed away.
Assess
Walk each section with the people who own that system — finance for ERP, infra for Cloud, data for AI. Score honestly, not aspirationally.
Score
Every section rolls up to a single readiness score, so gaps are ranked by exposure — not by whichever team shouted loudest.
Act
Bring the completed scorecard to your SI, your board, or to us — it's built to be handed off and acted on immediately, not re-explained.
Built for teams past the point of guessing.
- Mid-market to enterprise finance & IT leaders evaluating whether to renew, replatform, or migrate a core system this year.
- Ops & infrastructure teams preparing for a SOC 2, ISO 27001, or board-level cost review.
- Data & analytics leads who've been asked to justify an AI roadmap in numbers, not slides.
- Newly hired CIOs/CTOs who need a fast, credible read on inherited systems in the first 90 days.
Cutting cloud spend by 28% in the first year, without giving up capability — with the engagement paying for itself by month four.
Questions We Get Every Time
Q.Is this actually free, or a lead form in disguise?
It's a real working document. We'll ask for an email to send it, nothing more — no sales call required to use it.
Q.How long does one audit take to complete?
Most teams complete a single template in 2–4 hours, spread across the relevant system owners.
Q.Can I use this if I'm not planning to hire Symhas?
Yes. These are the same checklists our architects use internally — they're built to stand on their own, no strings attached.
Q.What if my score comes back low?
That's the point of running it early. A low score now is cheaper to fix than the outage, audit finding, or budget cut it prevents.
Talk to an Architect, Not a Sales Rep.
15 minutes, no slide deck — just a straight answer on which audit applies and what it'll surface.