ERP GO-LIVE READINESS CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- PROJECT SCOPE & PLANNING ---
[ ] Project Name
[ ] Project Budget
[ ] Project Start Date
[ ] Projected Go-Live Date
[ ] Project Methodology (e.g., Agile, Waterfall) (Agile, Waterfall, Hybrid)
[ ] Summary of Project Goals & Objectives
[ ] ERP Module Implementation Scope (Finance, Supply Chain, Manufacturing, Human Resources)
[ ] Project Charter Document

--- DATA MIGRATION & VALIDATION ---
[ ] Number of Records Migrated
[ ] Data Cleansing Procedures Performed
[ ] Data Mapping Validation Status (Complete, In Progress, Not Started)
[ ] Sample Data Migration File
[ ] Number of Data Errors Identified
[ ] Description of Data Transformation Rules
[ ] Data Validation Rule Coverage (Full, Partial, Minimal)

--- SYSTEM CONFIGURATION & CUSTOMIZATION ---
[ ] Customization Requirements Documentation
[ ] Number of Custom Fields Created
[ ] Module Configuration Status (e.g., Complete, In Progress, Not Started) (Complete, In Progress, Not Started)
[ ] Custom Report Requirements Fulfilled? (Yes, No, Pending)
[ ] Date of Last Configuration Review
[ ] Details of Data Transformation Rules

--- SECURITY & ACCESS CONTROL ---
[ ] User Role Assignment Verification (Complete, In Progress, Not Started)
[ ] Sensitive Data Fields Encryption (Customer Data, Financial Data, Employee Data, Inventory Data)
[ ] Two-Factor Authentication Enabled? (Yes, No, Partial Implementation)
[ ] Number of Users with Admin Privileges
[ ] Description of Access Control Procedures
[ ] Audit Log Review Process Defined? (Yes, No, Partial)
[ ] Access Control Matrix Document

--- TESTING & TRAINING ---
[ ] Number of Users Trained
[ ] Training Modules Completed (Select All) (Finance, Inventory Management, Sales & CRM, Manufacturing, HR & Payroll)
[ ] Last Training Session Date
[ ] Summary of User Feedback from Training
[ ] Training Effectiveness Rating (1-5, 5 being excellent) (1, 2, 3, 4, 5)
[ ] Training Materials Upload (Optional)

--- CUTOVER PLANNING & EXECUTION ---
[ ] Planned Go-Live Date
[ ] Scheduled Cutover Start Time
[ ] Detailed Cutover Plan Outline
[ ] Estimated Downtime (hours)
[ ] Systems to be Decommissioned (Legacy System A, Legacy System B, Legacy System C)
[ ] Cutover Plan Document
[ ] Rollback Contact Person
[ ] Rollback Procedure Details

--- POST-GO-LIVE SUPPORT & MONITORING ---
[ ] Go-Live Date Confirmation
[ ] Critical Incident Volume (First 7 Days)
[ ] Summary of Major Post-Go-Live Issues
[ ] Modules Requiring Additional Support (Finance, Inventory, Manufacturing, Sales, HR)
[ ] Average Issue Resolution Time (Hours)
[ ] User Satisfaction Survey Completed? (Yes, No, In Progress)
[ ] Notes on System Performance and Stability

--- BUSINESS PROCESS VALIDATION ---
[ ] Validate Order Fulfillment Process (Order Entry, Inventory Allocation, Shipping, Invoice Generation)
[ ] Number of Test Transactions Executed (Order to Cash)
[ ] Observed Discrepancies in Invoice Processing (if any)
[ ] Payment Processing Validation - Successful? (Yes, No, Partial)
[ ] Date of Last Business Process Validation Test
[ ] Describe any issues encountered during inventory management testing.

--- HARDWARE & INFRASTRUCTURE ---
[ ] Server CPU Cores
[ ] Server RAM (GB)
[ ] Disk Space Allocated (TB)
[ ] Network Bandwidth (1 Gbps, 10 Gbps, 100 Mbps, Other)
[ ] Hardware Warranty Expiration Date
[ ] Details on Network Configuration
[ ] Disaster Recovery Plan Status (Completed, In Progress, Not Started)

--- DOCUMENTATION & KNOWLEDGE TRANSFER ---
[ ] Summary of Key User Manuals Created
[ ] Link to User Training Videos
[ ] Training Modules Completed by Key Users (Module 1: System Navigation, Module 2: Data Entry, Module 2: Reporting, Module 3: Workflow Management)
[ ] Number of Users Trained
[ ] Date of Final Documentation Review
[ ] Description of Knowledge Transfer Plan

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