ERP RESOURCE ALLOCATION & CAPACITY PLANNING CHECKLIST 2026

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--- INFRASTRUCTURE & HARDWARE CAPACITY ASSESSMENT ---
[ ] Primary Server/Instance Name
[ ] Current CPU Utilization (%)
[ ] Available RAM (GB)
[ ] Deployment Environment (On-Premise, Cloud (SaaS), Hybrid)
[ ] Last Hardware Audit Date
[ ] Server Performance Logs
[ ] Identified Resource Bottlenecks (CPU Saturation, Memory Exhaustion, Disk I/O Latency, Network Throughput)
[ ] Expansion Recommendations

--- SOFTWARE LICENSE & SEAT MANAGEMENT ---
[ ] Current Number of Active User Licenses
[ ] Projected New User Seats Required (2026)
[ ] Next License Renewal Date
[ ] License Model Type (Per User / Per Month (SaaS), Per Core / Processor, Enterprise Agreement (Unlimited), Concurrent User License)
[ ] License Modules Currently Active (Finance & Accounting, Supply Chain Management, Human Capital Management, Manufacturing / Production, Sales & CRM)
[ ] License Compliance Gap Analysis
[ ] Upload Current License Agreement/Contract
[ ] IT Manager Approval for Expansion

--- HUMAN RESOURCE & IT STAFFING ALIGNMENT ---
[ ] Current IT Staffing Level (Understaffed, Adequate, Overstaffed)
[ ] Required Technical Skillsets for 2026 (Database Administration, ERP Functional Consultancy, Network Security, Cloud Infrastructure Management, Data Analytics & BI, System Integration (API/Middleware))
[ ] Projected New Hires Required
[ ] Staffing Review Completion Date
[ ] Training & Upskilling Plan Summary
[ ] IT Director Approval

--- DATABASE & STORAGE GROWTH PROJECTION ---
[ ] Current Database Size (GB/TB)
[ ] Projected Annual Data Growth Rate (%)
[ ] Last Database Audit Date
[ ] Primary Storage Tier (SSD/NVMe (High Performance), Standard HDD (Archive), Cloud Object Storage)
[ ] Storage Expansion Risk Assessment
[ ] Upload Historical Growth Report

--- NETWORK BANDWIDTH & CONNECTIVITY PLANNING ---
[ ] Current Primary Connection Speed (Mbps)
[ ] Projected Bandwidth Increase Requirement (%)
[ ] Connectivity Types in Use (Fiber Optic, SD-WAN, Satellite, Leased Line, 5G/LTE Backup)
[ ] Network Latency Bottleneck Assessment
[ ] Last Network Infrastructure Audit Date
[ ] Network Topology Diagram

--- BUDGETARY ALLOCATION & COST FORECASTING ---
[ ] Total Annual ERP Operational Budget
[ ] Budget Review Deadline
[ ] Primary Cost Center (IT Infrastructure, Operations, Finance, Supply Chain)
[ ] Forecasted Cost Drivers (Cloud Subscription Increases, Additional User Licenses, Hardware Upgrades, Third-party Integration Fees, External Consultant Fees)
[ ] Budget Variance Contingency Plan
[ ] Detailed Cost Breakdown Spreadsheet

--- BUSINESS PROCESS LOAD ANALYSIS ---
[ ] Peak Processing Period Name
[ ] Estimated Transaction Volume Increase
[ ] Affected ERP Modules (Finance, Supply Chain Management, Human Capital Management, Manufacturing/Production, Sales & Distribution, Inventory & Warehouse)
[ ] Peak Period Start Date
[ ] Risk Mitigation Strategy
[ ] Department Head Approval

--- DISASTER RECOVERY & REDUNDANCY PROVISIONING ---
[ ] Primary Disaster Recovery Site Type (Cloud-Based (DRaaS), On-Premise Secondary Data Center, Hybrid Configuration, Hot Site (Real-time Replication), Warm Site (Periodic Sync))
[ ] Target Recovery Point Objective (RPO) in Minutes
[ ] Target Recovery Time Objective (RTO) in Hours
[ ] Last Disaster Recovery Drill Completion Date
[ ] Redundancy Verification Components (Database Mirroring/Replication, Off-site Backup Verification, Network Path Redundancy, Load Balancer Configuration, Failover Automation Testing)
[ ] Upload Latest DR Plan Documentation
[ ] IT Infrastructure Manager Approval

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