SUPPLY CHAIN TECHNOLOGY IMPLEMENTATION CHECKLIST

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--- PLANNING & SCOPE DEFINITION ---
[ ] Project Goals & Objectives
[ ] Estimated Project Budget
[ ] Project Start Date (Planned)
[ ] Project End Date (Planned)
[ ] Implementation Approach (e.g., Phased, Big Bang) (Phased, Big Bang, Hybrid)
[ ] Defined Scope (Inclusions)
[ ] Defined Scope (Exclusions)
[ ] Key Stakeholders (Executive Sponsor, Project Manager, IT Department, Supply Chain Team)

--- REQUIREMENTS GATHERING & ANALYSIS ---
[ ] Describe current supply chain processes impacted by the new technology.
[ ] Estimated number of users requiring access to the new technology.
[ ] Integration with existing ERP system required? (Yes, No)
[ ] Which functionalities are critical for initial implementation? (Inventory Management, Order Processing, Warehouse Management, Transportation Management, Demand Forecasting)
[ ] Target date for initial system go-live.
[ ] Describe any specific regulatory or compliance requirements that must be met.

--- VENDOR SELECTION & CONTRACT NEGOTIATION ---
[ ] Selection Method Used (Request for Proposal (RFP), Request for Information (RFI), Direct Negotiation, Online Marketplace)
[ ] Vendor Proposal Summary
[ ] Total Cost of Vendor Solution
[ ] Implementation Time (Days)
[ ] Vendor References Checked? (Yes, No)
[ ] Vendor Contract Document
[ ] Contract Start Date
[ ] Key Contract Terms Summary

--- TECHNICAL DESIGN & ARCHITECTURE ---
[ ] Describe overall system architecture (diagram optional)
[ ] Deployment Environment (Cloud, On-Premise, Hybrid) (Cloud, On-Premise, Hybrid)
[ ] Estimated System Downtime During Deployment (in hours)
[ ] Integration Points (Select all that apply) (ERP System, WMS, TMS, CRM, EDI)
[ ] Network Bandwidth Requirements (Mbps)
[ ] Scheduled Architecture Review Date

--- DATA MIGRATION & CLEANSING ---
[ ] Number of Records to Migrate
[ ] Description of Data Cleansing Rules
[ ] Sample Data File (for testing)
[ ] Data Source System (ERP System, Legacy System, Spreadsheet, Database)
[ ] Planned Start Date for Migration
[ ] Potential Data Quality Issues Identified
[ ] Data Mapping Approach (Automated Mapping, Manual Mapping, Hybrid Approach)

--- SYSTEM CONFIGURATION & CUSTOMIZATION ---
[ ] Default Reorder Point
[ ] Default Currency (USD, EUR, GBP, JPY)
[ ] Custom Workflow Rules Description
[ ] Enabled Notifications (Email, SMS, In-App)
[ ] System Start Date
[ ] Default Shipping Method (Standard, Express, Overnight)

--- INTEGRATION TESTING ---
[ ] Integration Point Tested (ERP System, WMS (Warehouse Management System), TMS (Transportation Management System), Supplier Portal, Customer Portal)
[ ] Description of Data Flow Tested
[ ] Number of Records Tested
[ ] Integration Status (Pass, Fail, In Progress)
[ ] Error Messages / Issues Encountered
[ ] Date of Integration Test

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Scenario 1: Order Processing - Successful? (Yes, No, N/A)
[ ] If Scenario 1 was unsuccessful, please detail the issue:
[ ] Scenario 2: Inventory Updates - Accurate? (Yes, No, N/A)
[ ] Number of transactions tested in scenario 1:
[ ] Which functionalities were tested in Scenario 2? (Real-time Updates, Historical Data, Alerting, Reporting)
[ ] Date of UAT Execution:
[ ] Approximate time spent on UAT:

--- TRAINING & DOCUMENTATION ---
[ ] Training Objectives Summary
[ ] User Manual - PDF
[ ] Training Modules Covered (Order Management, Inventory Control, Warehouse Operations, Reporting & Analytics)
[ ] Training Completion Deadline
[ ] Number of Trainees Attended
[ ] Feedback and lessons learned from training

--- DEPLOYMENT & GO-LIVE ---
[ ] Planned Go-Live Date
[ ] Scheduled Cutover Time
[ ] Number of Users Impacted
[ ] Deployment Strategy (Big Bang vs. Phased) (Big Bang, Phased)
[ ] Rollback Plan Description (if applicable)
[ ] Deployment Checklist
[ ] Deployment Approver Signature

--- POST-IMPLEMENTATION SUPPORT & MONITORING ---
[ ] System Uptime (%)
[ ] Average Response Time (seconds)
[ ] Last System Update Date
[ ] Severity of Latest Issue (Critical, High, Medium, Low)
[ ] Summary of Latest Issue & Resolution
[ ] Date of Last User Feedback Survey
[ ] User Satisfaction Score (Scale of 1-5)

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