Assessments and Roadmaps
AZ BizApps delivers streamlined ERP/CRM/Back Office Assessments and Roadmaps for Tucson Businesses at affordable fixed prices.
We've created four plans below for our major markets, but can tailor an offering for you if you are outside these. Contact us today for a free initial consult.
What we do
- Map your core business processes such as invoicing, collections, vendor payments, inventory production, and month end closing.
- Identify bottlenecks, duplicate data entry, control gaps, and high-risk workarounds.
- Document your functional requirements for a system that fits your business and eliminates unnecessary complexity.
- Highlight quick wins you can implement now, even if you stay on your current platform in the short term.
Deliverables
- A clear current-state process and systems summary.
- A prioritized requirements list tailored to your financial operations.
- A practical roadmap with phased recommendations that respect your budget, staffing, and change tolerance.
Giving you the knowledge of where you are today, and identifying the path to where you want to be tomorrow.
Basic Finance/Small Business
Our Small Business Assessment is a focused review designed for small businesses that have outgrown basic accounting tools and need better visibility across their business. We help you understand where you are today, what you really need, and steps to deliver the most value without enterprise-level cost or complexity.
Who Its For
This assessment is ideal for small businesses or finance focused organizations that:
- Rely on manual spreadsheets, email, or paper to supplement their accounting system.
- Struggle with unclear profitability, slow month-end close, or frequent data re-entry.
- Are experiencing or planning for growth and need more reliable financial information.
Benefits
- Reduce manual effort, errors, and end-of-month stress.
- Gain clearer insight into cash flow and financial trends.
- Make confident system decisions based on real requirements, not sales pitches.
Price: $1,750
Perfect for QuickBooks users ready for cloud ERP.
Distribution
Our Distribution Assessment is expanded and designed for distributors who need better visibility across purchasing, inventory, orders, and margins. We help you understand what is driving your challenges today, and what you can do to mitigate and grow.
Who It’s For
This assessment is ideal for distributors that:
- Struggle with manual order entry, disconnected inventory tools, or limited reporting.
- Face frequent stockouts, overstock, or poor turns that tie up cash and hurt service levels.
- Are planning for growth, new product lines, or expanded territories and need tighter control and traceability.
Benefits
- Reduce operational chaos, order errors, and reactive firefighting.
- Improve service levels with better inventory planning and visibility.
- Make confident ERP decisions based on real requirements, not vendor demos.
Price: $3,500
Builds real-time visibility for distributers and wholesalers.
Manufacturing
Our Manufacturing Assessment is built for companies that have grown reliant on spreadsheets to overcome areas where current systems are lacking and business is being held back by weak visibility across production, inventory, and finance. It helps you clarify your current state, define what you truly require, and identify the approach that delivers the most value for your budget.
Who It’s For
This assessment is ideal for manufacturers that:
- Struggle with scheduling, paper travelers, or disconnected systems.
- Have frequent stockouts, expediting, or excess inventory tying up cash.
- Are planning for growth, new lines, or new customers and need more control and traceability.
Benefits
- Reduce operational chaos and reactive firefighting on the shop floor.
- Support growth and new customers with better planning and scheduling.
- Make confident ERP decisions based on real requirements, not vendor demos.
Price: $5,200
Boosts efficiency for local manufacturers.
Service
Our Services Assessment is aimed at organizations that rely heavily on spreadsheets to compensate for gaps in their current systems and are limited by project, resource, and finance visibility. It helps you identify your issues and inefficiencies, real needs vs. process bloat, and choose the right direction for your business systems.
Who It’s For
This assessment is ideal for service firms that:
Struggle with manual scheduling, email-based coordination, or disconnected tools.
Experience revenue leakage, billing delays, or poor insight into project profitability.
Are planning for growth, new service lines, or key clients and need more control and accountability.
Benefits
Reduce confusion, data loss, manual processes, and work arounds across projects and teams.
Support growth and new clients with better planning, staffing, and forecasting.
Price: $3,500
Allows Service companies to service their customers, not their software.
