ERP Upgrade Readiness Checklist
Ensure a seamless ERP upgrade! This checklist guides you through critical pre-upgrade tasks - data validation, testing, user training, and more - minimizing disruption and maximizing the benefits of your new ERP version. Avoid costly surprises and stay on track!
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Planning & Scope Definition
Assess current system state, define upgrade scope, and establish project goals.
Describe Current ERP System Version and Modules in Use
Define Business Objectives for the ERP Upgrade
Select Upgrade Type (e.g., Full, Partial, Technical)
Estimated Number of Users Impacted
Target Go-Live Date
List of Key Business Processes to be Evaluated
Select Modules to be Upgraded
Compatibility & Dependencies
Verify compatibility of existing integrations, customizations, and third-party applications.
List of Integrated Systems
Affected Customizations?
Integration Method (API, File Transfer, etc.)
Documentation of Custom Integrations (if applicable)
Number of Custom Integrations
Upgrade Path Compatibility Verified?
Data Assessment & Cleansing
Evaluate data quality, identify potential migration issues, and plan for data cleansing activities.
Total Record Count in Primary Tables
Percentage of Records with Missing Required Fields
Description of Data Quality Issues Identified
Data Cleansing Tasks Required (Select all that apply)
Estimated Data Cleansing Completion Date
Sample Data File (for Validation)
Customization Review & Remediation
Analyze existing customizations, determine impact on upgrade, and plan for necessary modifications or replacements.
Description of Customization
Lines of Code Affected (Estimate)
Customization Compatibility Status
Customization Source Code (If Applicable)
Detailed Modification/Replacement Plan
Estimated Modification/Replacement Completion Date
Impact on Core ERP Functionality
Testing & Validation
Outline testing phases, including unit, integration, user acceptance, and performance testing.
Number of Test Cases Executed
Test Environments Used
Date of Last Regression Testing
Summary of Key Test Results
Number of Critical Defects Found
Number of High Severity Defects Found
Overall Test Status
Test Execution Reports (if applicable)
Training & Communication
Plan for user training and stakeholder communication throughout the upgrade process.
Number of users requiring training
Training Delivery Methods
Training Start Date
Training End Date
Training Materials Prepared
Communication Plan Description
Stakeholder Communication Frequency
Training Materials (Documents, Presentations)
Infrastructure Readiness
Ensure infrastructure capacity and stability to support the upgraded ERP system.
Current Server CPU Utilization (%)
Projected Server CPU Utilization (%) Post-Upgrade
Current Server RAM (GB)
Projected Server RAM (GB) Post-Upgrade
Current Database Size (GB)
Projected Database Size (GB) Post-Upgrade
Operating System Compatibility
Network Bandwidth Sufficiency
Rollback Plan
Define a detailed rollback plan in case of unforeseen issues during or after the upgrade.
Detailed Rollback Trigger Criteria
Step-by-Step Rollback Procedure
Estimated Rollback Downtime (Hours)
Planned Rollback Start Date (if applicable)
Estimated Rollback Start Time
Designated Rollback Coordinator
Rollback Plan Approval Signature
Post-Upgrade Monitoring & Support
Establish monitoring procedures and support resources for the post-upgrade period.
System Response Time (Average)
Error Rate (%)
Key Business Processes Impacted (if any)
Summary of Post-Upgrade Issues Encountered
Date of First Post-Upgrade Monitoring Review
Overall Upgrade Success (Subjective)
Recommendations for Future Upgrades
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