ERP go-live readiness checklist before you cut over
The pass/fail list we run in the two weeks before an ERP cutover, across data, process, access and support.
What this covers.
Forty-one checks grouped into data, process, access, integration and support. Each item is written as a pass or fail with the evidence required, so the go/no-go call is made on facts rather than confidence.
Evidence, not opinion
Every check names the artefact — a reconciliation, a screenshot, a signed test — that proves it.
Owner per line
Finance, operations, IT and the partner each hold named items, so nothing sits unassigned.
Rollback defined
The conditions that trigger a rollback and the steps to execute it inside the cutover window.
Section by section.
Data readiness
Master data, opening balances and reconciliation sign-off.
Process readiness
End-to-end test runs, exception handling and approval flows.
Access and control
Roles, segregation of duties and audit trail verification.
Support readiness
Hypercare rota, escalation paths and issue triage rules.
Three things you can act on.
- A go/no-go decision backed by evidence
- Clear ownership across finance, operations, IT and partner
- A rehearsed rollback plan before the window opens
The detail before you ask for it.
Format
Checklist · PDF · 6 pages
Category
ERP
Extent
6 pages, 41 checks
Written for
Programme managers and ERP leads
Level
Practitioner
Language
English
Published
2026-03-18
Author
Lucidspire Odoo practice
Practices behind this resource.
Where it applies most.
Read the short version first.
Take it with you.
ERP go-live readiness checklist
The pass/fail list we run in the two weeks before an ERP cutover, across data, process, access and support.
PDF · 6 pages
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