ERP Implementation & Optimization Checklist
Ensure a successful ERP journey! Our ERP Implementation & Optimization Checklist guides you through every step - from initial planning and data migration to user training and post-go-live enhancements. Minimize risks, maximize ROI, and streamline your ERP system with this essential checklist for businesses of all sizes. Download now and accelerate your ERP success!
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Project Planning & Scope Definition
Ensuring clear goals, defined scope, and resource allocation for a successful ERP implementation.
Project Goals & Objectives
Project Budget (USD)
Project Start Date
Projected Go-Live Date
Scope Statement - Detailed Description
Project Methodology (e.g., Agile, Waterfall)
Key Stakeholders Involved
Requirements Gathering & Analysis
Capturing and documenting detailed business requirements for ERP functionality.
Describe overall business objectives for ERP implementation
Which departments/business functions will be impacted by the ERP?
Detail current pain points with existing systems
Estimated number of users requiring ERP access
What are the desired outcomes from the ERP?
Document any regulatory or compliance requirements the ERP must support
Vendor Selection & Contract Negotiation
Evaluating ERP vendors and securing favorable contract terms.
Define Selection Criteria
Number of Vendors Evaluated
Selection Method (RFP, Demo, etc.)
Vendor Proposal Documents
Summary of Vendor Strengths & Weaknesses
Preferred Vendor
Contract Negotiation Start Date
Key Contractual Terms & Conditions
Data Migration & Cleansing
Planning and executing the transfer of data from legacy systems to the new ERP.
Data Source Identification & Documentation
Total Records to be Migrated (Estimated)
Data Cleansing Rules Applied (e.g., Deduplication, Standardization)
Detailed Data Mapping Document (Source to Target Fields)
Sample Data Extract (for Validation)
Percentage of Data Cleansed/Validated
Estimated Data Migration Start Date
System Configuration & Customization
Configuring ERP modules and customizing functionality to meet specific needs.
Describe customizations performed for Financial Modules
Which Manufacturing Modules were customized?
Number of custom reports created
Default Currency for New Transactions
Date of last configuration review
Detailed explanation of any workflow customizations.
Integration with Existing Systems
Connecting the ERP system with other business applications.
Integration Method
System 1 Name
System 1 Version
System 2 Name
System 2 Version
Data Mapping Details
Data Volume (records)
Scheduled Integration Run Date
Integration Specification Document
Testing & User Acceptance
Thoroughly testing the ERP system and obtaining user sign-off.
Test Scenario Description
Expected Result
Actual Result
Test Result (Pass/Fail)
Comments/Notes (if Fail)
Date of Test
Tested By (User Role)
Screenshot/Supporting Documentation
Training & Change Management
Preparing users for the new ERP system and managing organizational change.
Number of Users Requiring Training
Training Delivery Methods
Training Start Date
Communication Plan Description
Change Champion Identification
Resistance Mitigation Strategies
Training Materials (e.g., presentations, videos)
Go-Live Planning & Execution
Developing a detailed go-live plan and executing the system launch.
Planned Go-Live Date
Planned Go-Live Time
Estimated Downtime (hours)
Detailed Go-Live Checklist
Go-Live Approach (Big Bang, Phased, Parallel)
Critical Systems to be Cutover
Backup of Existing Systems
Rollback Plan Description
Post-Implementation Support & Optimization
Providing ongoing support and continuously optimizing the ERP system's performance.
Date of Last System Health Check
Average User Satisfaction Score (Scale 1-5)
Summary of Recent Performance Issues & Resolutions
Current Support Tier Level
Modules Requiring Optimization
Description of Proposed Optimization Initiatives
Planned Date for Next System Upgrade
Average Response Time for Support Tickets (in hours)
Security & Compliance
Ensuring data security, access controls, and regulatory compliance.
Data Security Policy Description
Number of User Access Reviews Conducted Annually
Compliance Framework (e.g., GDPR, SOX, HIPAA)
Data Encryption Methods Implemented
Last Security Audit Date
Security Audit Report
Description of User Access Control Procedures
Key Performance Indicators (KPIs) & Reporting
Defining and tracking KPIs to measure ERP success and identify areas for improvement.
System Uptime (%)
Order Fulfillment Cycle Time (Days)
Inventory Turnover Ratio
Customer Satisfaction Score (CSAT)
Employee Productivity (e.g., orders processed per hour)
Reporting Frequency (for KPIs)
Last KPI Report Date
Enterprise Resource Planning (ERP) Screen Recording
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