ERP UPGRADE READINESS CHECKLIST

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--- PLANNING & SCOPE DEFINITION ---
[ ] Describe Current ERP System Version and Modules in Use
[ ] Define Business Objectives for the ERP Upgrade
[ ] Select Upgrade Type (e.g., Full, Partial, Technical) (Full Upgrade, Partial Upgrade, Technical Upgrade)
[ ] Estimated Number of Users Impacted
[ ] Target Go-Live Date
[ ] List of Key Business Processes to be Evaluated
[ ] Select Modules to be Upgraded (Finance, Human Resources, Supply Chain, Manufacturing, Sales & Distribution)

--- COMPATIBILITY & DEPENDENCIES ---
[ ] List of Integrated Systems
[ ] Affected Customizations? (Yes, No)
[ ] Integration Method (API, File Transfer, etc.) (API, File Transfer, Database Link, Other)
[ ] Documentation of Custom Integrations (if applicable)
[ ] Number of Custom Integrations
[ ] Upgrade Path Compatibility Verified? (Yes, No, N/A)

--- DATA ASSESSMENT & CLEANSING ---
[ ] Total Record Count in Primary Tables
[ ] Percentage of Records with Missing Required Fields
[ ] Description of Data Quality Issues Identified
[ ] Data Cleansing Tasks Required (Select all that apply) (Standardization of Addresses, De-duplication of Records, Correction of Data Types, Validation against External Sources, Handling of Special Characters)
[ ] Estimated Data Cleansing Completion Date
[ ] Sample Data File (for Validation)

--- CUSTOMIZATION REVIEW & REMEDIATION ---
[ ] Description of Customization
[ ] Lines of Code Affected (Estimate)
[ ] Customization Compatibility Status (Compatible, Requires Modification, Incompatible - Requires Replacement)
[ ] Customization Source Code (If Applicable)
[ ] Detailed Modification/Replacement Plan
[ ] Estimated Modification/Replacement Completion Date
[ ] Impact on Core ERP Functionality (No Impact, Minor Impact, Significant Impact)

--- TESTING & VALIDATION ---
[ ] Number of Test Cases Executed
[ ] Test Environments Used (Development, QA, Staging, Production (Limited))
[ ] Date of Last Regression Testing
[ ] Summary of Key Test Results
[ ] Number of Critical Defects Found
[ ] Number of High Severity Defects Found
[ ] Overall Test Status (Pass, Fail, Blocked, In Progress)
[ ] Test Execution Reports (if applicable)

--- TRAINING & COMMUNICATION ---
[ ] Number of users requiring training
[ ] Training Delivery Methods (Online Modules, Instructor-Led Sessions, Quick Reference Guides, Video Tutorials)
[ ] Training Start Date
[ ] Training End Date
[ ] Training Materials Prepared
[ ] Communication Plan Description
[ ] Stakeholder Communication Frequency (Daily, Weekly, Bi-Weekly)
[ ] Training Materials (Documents, Presentations)

--- INFRASTRUCTURE READINESS ---
[ ] Current Server CPU Utilization (%)
[ ] Projected Server CPU Utilization (%) Post-Upgrade
[ ] Current Server RAM (GB)
[ ] Projected Server RAM (GB) Post-Upgrade
[ ] Current Database Size (GB)
[ ] Projected Database Size (GB) Post-Upgrade
[ ] Operating System Compatibility (Compatible, Needs Update, Incompatible)
[ ] Network Bandwidth Sufficiency (Sufficient, Needs Assessment, Insufficient)

--- ROLLBACK PLAN ---
[ ] Detailed Rollback Trigger Criteria
[ ] Step-by-Step Rollback Procedure
[ ] Estimated Rollback Downtime (Hours)
[ ] Planned Rollback Start Date (if applicable)
[ ] Estimated Rollback Start Time
[ ] Designated Rollback Coordinator (Team Member 1, Team Member 2, Team Member 3)
[ ] Rollback Plan Approval Signature

--- POST-UPGRADE MONITORING & SUPPORT ---
[ ] System Response Time (Average)
[ ] Error Rate (%)
[ ] Key Business Processes Impacted (if any) (Order Management, Inventory Control, Financial Reporting, Production Planning, Customer Relationship Management)
[ ] Summary of Post-Upgrade Issues Encountered
[ ] Date of First Post-Upgrade Monitoring Review
[ ] Overall Upgrade Success (Subjective) (Excellent, Good, Fair, Poor)
[ ] Recommendations for Future Upgrades

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