ERP Go-Live Readiness Checklist
Ensure a smooth and successful ERP implementation! Our ERP Go-Live Readiness Checklist helps you systematically assess your data migration, user training, system configuration, and go-live plans - minimizing disruptions and maximizing ROI. Download now and confidently launch your new ERP system.
This Template was installed 4 times.
Project Scope & Planning
Verify project scope alignment, timelines, and resource allocation.
Project Name
Project Budget
Project Start Date
Projected Go-Live Date
Project Methodology (e.g., Agile, Waterfall)
Summary of Project Goals & Objectives
ERP Module Implementation Scope
Project Charter Document
Data Migration & Validation
Confirm data cleansing, transformation, and successful migration to the new ERP system.
Number of Records Migrated
Data Cleansing Procedures Performed
Data Mapping Validation Status
Sample Data Migration File
Number of Data Errors Identified
Description of Data Transformation Rules
Data Validation Rule Coverage
System Configuration & Customization
Ensure accurate system configuration, customization, and integration with other systems.
Customization Requirements Documentation
Number of Custom Fields Created
Module Configuration Status (e.g., Complete, In Progress, Not Started)
Custom Report Requirements Fulfilled?
Date of Last Configuration Review
Details of Data Transformation Rules
Security & Access Control
Validate user roles, permissions, and data security protocols are appropriately configured.
User Role Assignment Verification
Sensitive Data Fields Encryption
Two-Factor Authentication Enabled?
Number of Users with Admin Privileges
Description of Access Control Procedures
Audit Log Review Process Defined?
Access Control Matrix Document
Testing & Training
Confirm thorough testing across all modules and sufficient user training completion.
Number of Users Trained
Training Modules Completed (Select All)
Last Training Session Date
Summary of User Feedback from Training
Training Effectiveness Rating (1-5, 5 being excellent)
Training Materials Upload (Optional)
Cutover Planning & Execution
Review cutover plan, backup procedures, and rollback strategy.
Planned Go-Live Date
Scheduled Cutover Start Time
Detailed Cutover Plan Outline
Estimated Downtime (hours)
Systems to be Decommissioned
Cutover Plan Document
Rollback Contact Person
Rollback Procedure Details
Post-Go-Live Support & Monitoring
Establish support processes, monitor system performance, and plan for ongoing optimization.
Go-Live Date Confirmation
Critical Incident Volume (First 7 Days)
Summary of Major Post-Go-Live Issues
Modules Requiring Additional Support
Average Issue Resolution Time (Hours)
User Satisfaction Survey Completed?
Notes on System Performance and Stability
Business Process Validation
Confirm critical business processes function correctly within the new ERP system.
Validate Order Fulfillment Process
Number of Test Transactions Executed (Order to Cash)
Observed Discrepancies in Invoice Processing (if any)
Payment Processing Validation - Successful?
Date of Last Business Process Validation Test
Describe any issues encountered during inventory management testing.
Hardware & Infrastructure
Verify hardware, network, and server infrastructure are ready to support the ERP system.
Server CPU Cores
Server RAM (GB)
Disk Space Allocated (TB)
Network Bandwidth
Hardware Warranty Expiration Date
Details on Network Configuration
Disaster Recovery Plan Status
Documentation & Knowledge Transfer
Ensure adequate documentation and knowledge transfer to support users post-go-live.
Summary of Key User Manuals Created
Link to User Training Videos
Training Modules Completed by Key Users
Number of Users Trained
Date of Final Documentation Review
Description of Knowledge Transfer Plan
Enterprise Resource Planning (ERP) Screen Recording
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