ERP Change Management Checklist
Ensure a smooth ERP transition! Our ERP Change Management Checklist guides you through stakeholder communication, training, and process adjustments, minimizing disruption and maximizing user adoption. Download now & conquer ERP change with confidence!
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Change Request Initiation
Covers the initial identification and documentation of the proposed change.
Detailed Description of Change Request
Affected ERP Module(s)
Date of Request
Estimated Effort (in hours)
Requestor Name
Change Category
Impact Assessment
Evaluates the potential effects of the change on various ERP modules and business processes.
Estimated Impact on Transaction Volume
Affected ERP Modules
Description of Potential Business Process Disruptions
Estimated Downtime (in hours)
Risk Level (High/Medium/Low)
Date of Initial Impact Assessment
Change Approval & Prioritization
Details the approval workflow and prioritization process for change requests.
Change Requestor
Estimated Effort (Hours)
Impacted ERP Modules
Priority Level
Approval Due Date
Justification for Priority
Approver 1 (Role)
Approver 1 Signature
Development & Testing
Outlines the steps for development, unit testing, and integration testing of the change.
Detailed Description of Development Work
Estimated Development Hours
Code Changes/Scripts
Development Start Date
Development Completion Date (Planned)
Number of Unit Tests Passed
Integration Testing Environment
Integration Testing Results and Comments
User Acceptance Testing (UAT)
Ensures that the change meets user requirements and functions as expected in a realistic environment.
Describe the UAT Test Scenario
Number of Users Involved in Testing
Test Environment Used (e.g., Dev, Staging)
Modules Tested (Select all that apply)
Date of UAT Execution
Actual Results vs. Expected Results
Overall UAT Result
Tester Signature
Deployment Planning
Covers scheduling, communication, and rollback strategies for the deployment phase.
Planned Deployment Date
Planned Deployment Start Time
Estimated Deployment Duration (hours)
Detailed Deployment Steps & Checklist
Deployment Environment (e.g., Dev, UAT, Production)
Affected ERP Modules
Deployment Plan Document
Rollback Plan (if required)
Deployment Execution
Details the tasks involved in deploying the change to the production environment.
Scheduled Deployment Date
Scheduled Deployment Time
Deployment Server Location
Deployment Notes & Observations
Number of Users Impacted
Deployment Status
Deployment Lead Signature
Post-Implementation Review
Evaluates the success of the change, identifies lessons learned, and documents any necessary adjustments.
Review Date
Summary of Change Implementation
Estimated Effort vs. Actual Effort (Hours)
Successes and Positive Outcomes
Challenges and Areas for Improvement
Stakeholders Satisfied with Change?
Lessons Learned & Recommendations
Reviewer Signature
Documentation & Communication
Ensures updated documentation and effective communication to all stakeholders regarding the implemented change.
Summary of Changes Documented
Updated Process Flow Diagrams
Stakeholders Notified (Select all that apply)
Date of Documentation Update
Communication Plan Summary
Version Number of Documentation
Security & Compliance Review
Verifies that the change adheres to security protocols and regulatory requirements.
Authorization Level Required for Change
Compliance Regulations Affected (e.g., GDPR, SOX)
Detailed Security Risk Assessment Summary
Last Security Audit Date
Change Approved by Security Team?
Supporting Security Documentation (e.g., Risk Assessment Report)
Security Team Reviewer Signature
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