Downloads / Checklists

Download practical checklists and readiness guides to understand your business process, ERP readiness, automation needs, software discovery requirements, and implementation preparation. 

Why Use These Checklists?

Before investing in ERP, custom software, automation, or digital transformation, businesses should first understand their current process, operational gaps, reporting needs, software limitations, and user readiness. 

Toyaja checklists are designed to help business owners, founders, operations heads, and decision-makers prepare for a structured assessment, GAP analysis, or solution blueprint discussion.

Available Downloads

1

Business Readiness Assessment Checklist

This checklist helps business owners evaluate whether their company is ready for ERP, custom software, or business automation.  It covers current processes, departments, tools, manual dependencies, reporting gaps, approval workflows, user roles, and digital readiness. 

Best For:

  • SMBs 
  • Growing businesses 
  • Businesses using Excel or manual reporting 
  • Companies planning digital transformation 
  • Businesses considering ERP implementation 

2

Food ERP Readiness Checklist

This checklist is designed for corporate caterers, central kitchens, cloud kitchens, chain restaurants, food manufacturers, institutional kitchens, and large food businesses.  It helps evaluate control over purchases, raw material inventory, recipe/BOM, production planning, consumption tracking, wastage, dispatch, outlet transfers, costing, reporting, and P&L visibility. 

Best For:

  • Corporate caterers 
  • Central kitchens 
  • Cloud kitchens 
  • Food manufacturing units 
  • Chain restaurants 
  • Institutional kitchens 
  • Multi-location food businesses 

3

GAP Analysis Preparation Checklist

This checklist helps businesses prepare for a structured GAP analysis before ERP, automation, or custom software implementation.  It helps identify what information should be collected before the analysis, including process flow, current reports, software tools, department structure, workflow gaps, pain points, and expected outcomes. 

Best For:

  • ERP implementation planning 
  • Digital transformation projects 
  • Custom software projects 
  • Businesses with unclear requirements 
  • Companies preparing for automation

4

Software Discovery Checklist

This checklist helps businesses and founders prepare for a custom software development discussion. It covers business problem definition, user roles, feature requirements, workflow expectations, reports, dashboards, integrations, MVP scope, and support needs. 

Best For:

  • US businesses 
  • Startup founders 
  • SaaS/MVP projects 
  • Custom software projects 
  • Internal automation projects 
  • Businesses building web or mobile applications 

5

SMB ERP Readiness Checklist

This checklist helps SMBs evaluate whether they need a custom ERP system. It covers sales, purchases, inventory, production, approvals, team workflows, customer management, vendor management, reports, and owner-level visibility. 

Best For:

  • SMBs 
  • Distribution businesses 
  • Manufacturing units 
  • Trading businesses 
  • Service businesses 
  • Multi-location businesses 

6

ERP Implementation Preparation Checklist

This checklist helps businesses prepare for ERP or custom software implementation after the solution blueprint is approved.  It covers user responsibilities, data preparation, team involvement, training readiness, testing, rollout planning, go-live support, and post-implementation support. 

Best For:

  • Businesses starting ERP implementation 
  • Companies moving from manual systems to ERP 
  • Teams preparing for user training 
  • Operations heads managing digital adoption 
  • Management teams planning phased rollout

How to Use These Checklists

These checklists are not a replacement for a detailed assessment, but they help you prepare better for discussions with Toyaja.

You can use them to: 

Review your current process

Identify areas of manual dependency

Prepare internal information

Involve department heads

Start a more productive discovery conversation

Understand implementation readiness

Clarify business needs

Need Help Understanding Which Checklist Applies to You?

Start with a Business Readiness Assessment and let Toyaja help you identify the right digital transformation path.

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