ERP Customization Review Checklist
Ensure your ERP customizations deliver value, not chaos. This checklist guides you through a thorough review of every custom function, integration, and modification, minimizing risk, maximizing performance, and keeping your ERP system aligned with business goals. Download now and safeguard your investment!
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Customization Requirements Alignment
Verify customizations directly address documented business needs and align with overall ERP strategy.
Original Business Requirement Description
Customization Solution Description
Requirement Fulfillment Status
Requirement ID (Reference)
Explanation of Fulfillment (if Partial or Not Met)
Development Standards Compliance
Ensure adherence to established coding standards, naming conventions, and documentation practices.
Code Review Score (0-10)
Naming Conventions Followed?
Code Comments Adequacy
Error Handling Implemented?
Code Style Guide Adherence (Screenshot)
Impact Assessment
Assess the potential impact of customizations on existing system functionality, performance, and integrations.
Describe the business process(es) directly affected by the customization.
Estimated impact on system performance (e.g., response time increase) in percentage.
Which modules are impacted?
Estimated go-live date for the customization.
Potential risks associated with the customization (select all that apply)
Describe any potential workaround needed to mitigate the potential risk.
Security Review
Evaluate potential security vulnerabilities introduced by customizations and ensure appropriate controls are implemented.
Description of Customization Security Risks
Authentication Method Used
Minimum Password Length Required (Customizations)
Security Controls Implemented
Security Assessment Report (if applicable)
Testing & Validation
Confirm thorough testing, including unit, integration, and user acceptance testing, has been conducted.
Number of Test Cases Executed
Number of Test Cases Passed
Number of Test Cases Failed
Summary of Critical Failures
Testing Environments Used (Select all that apply)
Date of Last Regression Testing
Upload Test Results Summary Report
Documentation & Training
Verify comprehensive documentation exists for customizations and relevant training has been provided to users.
Customization Documentation Summary
Customization Design Document
Number of Users Trained
Last Training Session Date
Training Materials Provided (Select all that apply)
Training Feedback Summary
Maintainability & Support
Assess the long-term maintainability of customizations and availability of support resources.
Estimated Effort for Customization Maintenance (Hours/Week)
Documentation Summary: Description of Customization Logic and Approach
Support Team Ownership
Last Code Review Date
Skills Required for Maintenance
Known Limitations & Workarounds
Version Control & Deployment
Confirm proper version control procedures are in place and the deployment process is well-defined and documented.
Repository Name
Version Number
Deployment Date
Deployment Notes
Deployment Method
Deployment Script (if applicable)
Audit Trail & Logging
Verify customizations include adequate audit trails and logging for tracking changes and troubleshooting issues.
Description of Audit Trail Implementation
Log Rotation Frequency (Days)
Logged Events (e.g., record creation, updates, deletions)
Last Audit Log Review Date
Notes from Last Audit Log Review
Performance Optimization
Assess the impact of customizations on system performance and identify potential optimization opportunities.
Average Transaction Response Time (seconds)
Peak System Load (concurrent users)
Database Query Execution Time (average)
Caching Strategy Implemented?
Detailed Description of Performance Tuning Efforts
Database Indexing Adequacy?
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