ERP LEGACY SYSTEM INTEGRATION CHECKLIST

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--- LEGACY SYSTEM ASSESSMENT ---
[ ] System Overview Description
[ ] Approximate Record Count
[ ] Primary Business Functions Supported (Finance, Inventory, Order Management, Manufacturing, Customer Relationship Management (CRM))
[ ] Last System Upgrade Date
[ ] Known System Limitations
[ ] Database Type (Oracle, SQL Server, MySQL, DB2, Other)

--- DATA MAPPING & TRANSFORMATION ---
[ ] Data Transformation Method (Direct Mapping, ETL Process, Custom Script)
[ ] Record Count for Initial Load
[ ] Description of Data Transformation Rules
[ ] Default Value Handling (Use Legacy System Default, Use ERP Default, Specify Custom Default)
[ ] Data Mapping Spreadsheet (if applicable)

--- INTERFACE DESIGN & DEVELOPMENT ---
[ ] API Endpoint Description
[ ] Data Transfer Frequency (in minutes)
[ ] Data Transfer Protocol (REST API, SOAP, File Transfer (FTP/SFTP), Message Queue (e.g., RabbitMQ))
[ ] Sample Data Payload (Legacy System)
[ ] Error Handling Mechanism Description
[ ] Maximum Payload Size (in MB)

--- SECURITY CONSIDERATIONS ---
[ ] Encryption Key Length (bits)
[ ] Authentication Methods Enabled (Username/Password, Multi-Factor Authentication (MFA), Single Sign-On (SSO), Biometrics)
[ ] Data Transmission Protocol (HTTPS, SFTP, FTPS)
[ ] Detailed Security Assessment Findings
[ ] Access Control Model (Role-Based Access Control (RBAC), Attribute-Based Access Control (ABAC))
[ ] Security Policy Document

--- DATA VALIDATION & CLEANSING ---
[ ] Record Count Validation: Expected Number
[ ] Record Count Validation: Actual Number
[ ] Data Type Verification: Confirm Correct Data Type (Yes, No)
[ ] Data Anomaly Notes (if any)
[ ] Null Value Check: Validated Nulls (Yes, No)
[ ] Duplicate Record Count
[ ] Date Format Validation Date

--- TESTING & USER ACCEPTANCE ---
[ ] Number of Test Cases Executed
[ ] Number of Test Cases Passed
[ ] Number of Test Cases Failed
[ ] Summary of Critical Errors Found
[ ] Areas Tested (e.g., Order Processing, Inventory Management) (Order Processing, Inventory Management, Financial Reporting, Customer Relationship Management, Production Planning)
[ ] Date of User Acceptance Testing Start
[ ] Date of User Acceptance Testing End
[ ] User Acceptance Sign-off

--- CUTOVER PLANNING & EXECUTION ---
[ ] Planned Cutover Date
[ ] Planned Cutover Start Time
[ ] Estimated Downtime (in hours)
[ ] Detailed Cutover Steps
[ ] Cutover Runbook
[ ] Cutover Lead (Team A, Team B, Team C)
[ ] Dry Run Date
[ ] Rollback Plan Details

--- POST-IMPLEMENTATION SUPPORT ---
[ ] Number of Support Tickets Received
[ ] Average Ticket Resolution Time (Hours)
[ ] Overall User Satisfaction (Post-Go-Live) (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Date of Last Major Support Issue
[ ] Summary of Key Support Challenges Encountered
[ ] Areas Requiring Further Training/Documentation (Module A, Module B, Reporting, Integrations)

--- DOCUMENTATION & TRAINING ---
[ ] Integration Design Documentation Summary
[ ] Integration Process Flow Diagrams
[ ] User Training Manual Content Outline
[ ] Training Modules Covered (Data Migration, System Navigation, Reporting, Security Protocols)
[ ] Number of Users Trained
[ ] Date of Last Documentation Update

--- DECOMMISSIONING LEGACY SYSTEM ---
[ ] Planned Decommission Date
[ ] Rationale for Decommissioning
[ ] Data Volume in Legacy System (GB)
[ ] Data Retention Requirements (Archived for 7 years, Archived for 10 years, No archival needed, Other (Specify))
[ ] Data Archival Method (if applicable)
[ ] Data Archival Verification Report
[ ] Responsible Team for Decommissioning (IT Operations, Application Support, Data Governance)
[ ] Confirmation of Data Sanitization

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