ERP IMPLEMENTATION & OPTIMIZATION CHECKLIST

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--- PROJECT PLANNING & SCOPE DEFINITION ---
[ ] Project Goals & Objectives
[ ] Project Budget (USD)
[ ] Project Start Date
[ ] Projected Go-Live Date
[ ] Scope Statement - Detailed Description
[ ] Project Methodology (e.g., Agile, Waterfall) (Agile, Waterfall, Hybrid)
[ ] Key Stakeholders Involved (Executive Leadership, IT Department, Finance Department, Operations Team, Sales Team)

--- REQUIREMENTS GATHERING & ANALYSIS ---
[ ] Describe overall business objectives for ERP implementation
[ ] Which departments/business functions will be impacted by the ERP? (Finance, Sales, Manufacturing, Supply Chain, Human Resources, Inventory Management, Customer Relationship Management (CRM))
[ ] Detail current pain points with existing systems
[ ] Estimated number of users requiring ERP access
[ ] What are the desired outcomes from the ERP? (Increased Efficiency, Improved Data Visibility, Reduced Costs, Better Decision Making, Enhanced Customer Service)
[ ] Document any regulatory or compliance requirements the ERP must support

--- VENDOR SELECTION & CONTRACT NEGOTIATION ---
[ ] Define Selection Criteria
[ ] Number of Vendors Evaluated
[ ] Selection Method (RFP, Demo, etc.) (Request for Proposal (RFP), Product Demonstrations, Reference Checks, Market Research)
[ ] Vendor Proposal Documents
[ ] Summary of Vendor Strengths & Weaknesses
[ ] Preferred Vendor
[ ] Contract Negotiation Start Date
[ ] Key Contractual Terms & Conditions

--- DATA MIGRATION & CLEANSING ---
[ ] Data Source Identification & Documentation
[ ] Total Records to be Migrated (Estimated)
[ ] Data Cleansing Rules Applied (e.g., Deduplication, Standardization) (Deduplication, Standardization of Addresses, Data Type Correction, Date Format Standardization, Removal of Inactive Records)
[ ] Detailed Data Mapping Document (Source to Target Fields)
[ ] Sample Data Extract (for Validation)
[ ] Percentage of Data Cleansed/Validated
[ ] Estimated Data Migration Start Date

--- SYSTEM CONFIGURATION & CUSTOMIZATION ---
[ ] Describe customizations performed for Financial Modules
[ ] Which Manufacturing Modules were customized? (Bill of Materials (BOM), Production Orders, Shop Floor Control, Material Requirements Planning (MRP))
[ ] Number of custom reports created
[ ] Default Currency for New Transactions (USD, EUR, GBP, CAD)
[ ] Date of last configuration review
[ ] Detailed explanation of any workflow customizations.

--- INTEGRATION WITH EXISTING SYSTEMS ---
[ ] Integration Method (API, Middleware, Direct Database Connection, Flat File Exchange)
[ ] System 1 Name
[ ] System 1 Version
[ ] System 2 Name
[ ] System 2 Version
[ ] Data Mapping Details
[ ] Data Volume (records)
[ ] Scheduled Integration Run Date
[ ] Integration Specification Document

--- TESTING & USER ACCEPTANCE ---
[ ] Test Scenario Description
[ ] Expected Result
[ ] Actual Result
[ ] Test Result (Pass/Fail) (Pass, Fail, Not Tested)
[ ] Comments/Notes (if Fail)
[ ] Date of Test
[ ] Tested By (User Role) (Business User, IT Tester, Super User)
[ ] Screenshot/Supporting Documentation

--- TRAINING & CHANGE MANAGEMENT ---
[ ] Number of Users Requiring Training
[ ] Training Delivery Methods (Online Modules, Instructor-Led Sessions, Quick Reference Guides, Train-the-Trainer)
[ ] Training Start Date
[ ] Communication Plan Description
[ ] Change Champion Identification (Identified, In Progress, Not Started)
[ ] Resistance Mitigation Strategies
[ ] Training Materials (e.g., presentations, videos)

--- GO-LIVE PLANNING & EXECUTION ---
[ ] Planned Go-Live Date
[ ] Planned Go-Live Time
[ ] Estimated Downtime (hours)
[ ] Detailed Go-Live Checklist
[ ] Go-Live Approach (Big Bang, Phased, Parallel) (Big Bang, Phased, Parallel)
[ ] Critical Systems to be Cutover (Finance, Supply Chain, Manufacturing, Sales, HR)
[ ] Backup of Existing Systems
[ ] Rollback Plan Description

--- POST-IMPLEMENTATION SUPPORT & OPTIMIZATION ---
[ ] Date of Last System Health Check
[ ] Average User Satisfaction Score (Scale 1-5)
[ ] Summary of Recent Performance Issues & Resolutions
[ ] Current Support Tier Level (Tier 1, Tier 2, Tier 3)
[ ] Modules Requiring Optimization (Finance, Supply Chain, Manufacturing, Human Resources, Sales & Marketing)
[ ] Description of Proposed Optimization Initiatives
[ ] Planned Date for Next System Upgrade
[ ] Average Response Time for Support Tickets (in hours)

--- SECURITY & COMPLIANCE ---
[ ] Data Security Policy Description
[ ] Number of User Access Reviews Conducted Annually
[ ] Compliance Framework (e.g., GDPR, SOX, HIPAA) (GDPR, SOX, HIPAA, Other)
[ ] Data Encryption Methods Implemented (At Rest, In Transit, Both)
[ ] Last Security Audit Date
[ ] Security Audit Report
[ ] Description of User Access Control Procedures

--- KEY PERFORMANCE INDICATORS (KPIS) & REPORTING ---
[ ] System Uptime (%)
[ ] Order Fulfillment Cycle Time (Days)
[ ] Inventory Turnover Ratio
[ ] Customer Satisfaction Score (CSAT)
[ ] Employee Productivity (e.g., orders processed per hour)
[ ] Reporting Frequency (for KPIs) (Daily, Weekly, Monthly, Quarterly)
[ ] Last KPI Report Date

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