ERP Legacy System Integration Checklist
Seamlessly connect your legacy systems with your new ERP! This checklist ensures a smooth, error-free integration, minimizing disruption and maximizing the value of your ERP investment. Avoid costly headaches and ensure data flows freely.
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Legacy System Assessment
Evaluate the existing legacy system's architecture, data structures, and dependencies.
System Overview Description
Approximate Record Count
Primary Business Functions Supported
Last System Upgrade Date
Known System Limitations
Database Type
Data Mapping & Transformation
Define how data will be mapped and transformed between the legacy system and the ERP.
Data Transformation Method
Record Count for Initial Load
Description of Data Transformation Rules
Default Value Handling
Data Mapping Spreadsheet (if applicable)
Interface Design & Development
Design and develop the interfaces (APIs, middleware) for data exchange.
API Endpoint Description
Data Transfer Frequency (in minutes)
Data Transfer Protocol
Sample Data Payload (Legacy System)
Error Handling Mechanism Description
Maximum Payload Size (in MB)
Security Considerations
Implement robust security measures to protect data during transfer and storage.
Encryption Key Length (bits)
Authentication Methods Enabled
Data Transmission Protocol
Detailed Security Assessment Findings
Access Control Model
Security Policy Document
Data Validation & Cleansing
Establish procedures for data validation and cleansing to ensure data accuracy.
Record Count Validation: Expected Number
Record Count Validation: Actual Number
Data Type Verification: Confirm Correct Data Type
Data Anomaly Notes (if any)
Null Value Check: Validated Nulls
Duplicate Record Count
Date Format Validation Date
Testing & User Acceptance
Conduct thorough testing and obtain user acceptance for the integrated system.
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)
Date of User Acceptance Testing Start
Date of User Acceptance Testing End
User Acceptance Sign-off
Cutover Planning & Execution
Develop a detailed cutover plan and execute the transition to the ERP system.
Planned Cutover Date
Planned Cutover Start Time
Estimated Downtime (in hours)
Detailed Cutover Steps
Cutover Runbook
Cutover Lead
Dry Run Date
Rollback Plan Details
Post-Implementation Support
Provide ongoing support and maintenance for the integrated system.
Number of Support Tickets Received
Average Ticket Resolution Time (Hours)
Overall User Satisfaction (Post-Go-Live)
Date of Last Major Support Issue
Summary of Key Support Challenges Encountered
Areas Requiring Further Training/Documentation
Documentation & Training
Document the integration process and provide training to users.
Integration Design Documentation Summary
Integration Process Flow Diagrams
User Training Manual Content Outline
Training Modules Covered
Number of Users Trained
Date of Last Documentation Update
Decommissioning Legacy System
Plan and execute the decommissioning of the legacy system after successful integration.
Planned Decommission Date
Rationale for Decommissioning
Data Volume in Legacy System (GB)
Data Retention Requirements
Data Archival Method (if applicable)
Data Archival Verification Report
Responsible Team for Decommissioning
Confirmation of Data Sanitization
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