CRM SYSTEM VALIDATION CHECKLIST

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--- SCOPE DEFINITION & REQUIREMENTS ---
[ ] Business Objectives for CRM Implementation
[ ] Detailed Requirements Documentation (Link or Upload)
[ ] Number of Users to be Trained
[ ] CRM System Version (v1.0, v1.1, v1.2, Latest Version)
[ ] Project Start Date
[ ] Go-Live Date (Planned)
[ ] Key Business Processes Impacted (Sales, Marketing, Customer Service, Operations)

--- DATA MIGRATION VALIDATION ---
[ ] Number of Records Migrated
[ ] Data Cleansing Performed? (Yes, No, Partial)
[ ] Data Cleansing Notes
[ ] Number of Data Errors Identified
[ ] Description of Data Errors
[ ] Data Mapping Verified? (Yes, No)
[ ] Sample Data Extract (Before Migration)
[ ] Sample Data Extract (After Migration)

--- SYSTEM CONFIGURATION VALIDATION ---
[ ] Maximum File Size Upload Limit (MB)
[ ] Default Currency (USD, EUR, GBP)
[ ] Default Communication Channels (Email, Phone, SMS, Live Chat)
[ ] Date of Last System Backup
[ ] Default Time Zone (UTC, EST, PST)
[ ] Custom Field Configuration Notes
[ ] Number of Active Workflows

--- INTEGRATION TESTING ---
[ ] Integration Tested (System A to CRM) (Passed, Failed, Not Tested)
[ ] Number of Transactions Tested (System A to CRM)
[ ] Detailed Test Results (System A to CRM)
[ ] Integration Tested (CRM to System B) (Passed, Failed, Not Tested)
[ ] Date of Integration Test Completion (System A to CRM)
[ ] Error Types Observed (If Failed) (Data Mapping Issues, Connectivity Problems, Authentication Errors, Data Format Incompatibilities)
[ ] Resolution Steps (If Failed)

--- SECURITY VALIDATION ---
[ ] Access Control Implementation (Role-Based Access Control (RBAC), Attribute-Based Access Control (ABAC), None, Other)
[ ] Number of User Accounts with Admin Privileges
[ ] Data Encryption Methods (Encryption at Rest, Encryption in Transit, None, Other)
[ ] Last Security Audit Date
[ ] Two-Factor Authentication (2FA) Status (Enabled for All Users, Enabled for Admins Only, Disabled, Partial Implementation)
[ ] Description of Data Loss Prevention (DLP) Measures

--- USER INTERFACE (UI) & USER EXPERIENCE (UX) VALIDATION ---
[ ] Overall UI Clarity (Excellent, Good, Fair, Poor)
[ ] Average Page Load Time (seconds)
[ ] Describe any usability issues encountered
[ ] Accessibility Considerations Verified? (Keyboard Navigation, Screen Reader Compatibility, Color Contrast, Alternative Text for Images)
[ ] Navigation Intuition (Excellent, Good, Fair, Poor)
[ ] Last UI/UX review date
[ ] Specific improvements suggested for user experience

--- REPORTING & ANALYTICS VALIDATION ---
[ ] Total Records Validated
[ ] Report Accuracy Verification (Sample Reports) (Pass, Fail, N/A)
[ ] Detailed Observations for Report Validation
[ ] Number of Data Discrepancies Found
[ ] Date of Report Validation
[ ] Reports Tested (Select all that apply) (Sales Performance, Lead Generation, Customer Retention, Inventory Levels, Marketing ROI)
[ ] Comments/Further Actions Required for Report Validation

--- WORKFLOW & AUTOMATION VALIDATION ---
[ ] Validate Lead Assignment Rules (Rule 1, Rule 2, Rule 3)
[ ] Number of Automated Email Sequences Tested
[ ] Verify Opportunity Stage Transitions (Stage 1, Stage 3, Stage 5)
[ ] Scheduled Report Generation Validation Date
[ ] Notes on Workflow Exceptions or Errors
[ ] Task Creation Automation Verification (Enabled, Disabled)
[ ] Scheduled Workflow Execution Time Verification

--- DOCUMENTATION REVIEW ---
[ ] Document Name
[ ] Document Last Updated
[ ] Summary of Review Findings
[ ] Document Status (Approved, Needs Revision, Rejected)
[ ] Supporting Documentation
[ ] Reviewer Name

--- AUDIT TRAIL & LOGGING ---
[ ] Maximum Log File Size (MB)
[ ] Log Level (Error, Warning, Info, Debug)
[ ] Last Log File Rotation Date
[ ] Last Log File Rotation Time
[ ] Description of Audit Trail Scope
[ ] Logged Events (Select all that apply) (Login Attempts, Data Modifications, Workflow Execution, Report Generation)
[ ] Audit Trail Access Restriction (Administrators Only, Specific User Groups)

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