Free PDF download
ERP Go-Live & Data Migration Checklist
31 checks covering data migration, integrations, testing, cutover, hypercare and the first month-end close.
For: Teams within three months of going live.
What's inside
- 7 data migration checks, including trial loads and balance reconciliation.
- 4 integration checks so nothing double-posts at cutover.
- 6 testing checks, from UAT sign-off to printed documents and access rights.
- 9 readiness and cutover checks, including the go / no-go meeting.
- 5 hypercare and first month-end checks, with an owner and date column throughout.
How to use it
Start about three months before go-live. Give every check an owner and a date, review it in your weekly status meeting, and tick a box only when there is evidence, not a promise.
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Questions about this download
Is it free?
Yes. Enter your name, work email and company and the download appears on the page straight away.
What happens to my email?
We may send one follow-up to ask whether the template helped. No newsletter, no sequence, and we never share your details.
Who wrote it?
The ERP Builders team, based on the checks we run on our own implementation, integration and migration projects. It is platform-neutral and works with any ERP and any partner.
Can I edit it?
Yes. It is a standard PDF file. Change it to fit your project.
Does it work for upgrades and re-implementations?
Yes. The same checks apply when moving between ERP versions or platforms; skip the ones that do not fit.
More free resources
Templates for the rest of the project
Last reviewed: 16 أكتوبر 2026
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