CORE1ERP | ERP IMPLEMENTATION READINESS CHECKLIST
Practical planning worksheet | Version 1.0 | November 2026

Use this checklist with process owners before approving a go-live date. Mark each item Complete / In progress / Blocked, assign an owner and keep evidence.

1. GOVERNANCE
[ ] Executive sponsor and decision-making authority confirmed.
[ ] Named owners for finance, sales, purchasing, HR, inventory and IT.
[ ] Project scope, exclusions, acceptance criteria and escalation path signed off.
[ ] Implementation risks and dependencies reviewed.

2. DATA AND MIGRATION
[ ] Customer, supplier, item and employee records deduplicated.
[ ] Chart of accounts and opening balances approved by finance.
[ ] Migration mapping and mandatory fields documented.
[ ] Trial import reconciled by count, balances and sample transactions.
[ ] Legacy record access and retention requirements confirmed.

3. PROCESS TESTING
[ ] Order-to-cash tested end to end including partial delivery and returns.
[ ] Procure-to-pay tested including rejection and supplier credits.
[ ] Payroll inputs, leave, permissions and approvals tested where in scope.
[ ] Access rights, separation of duties and audit trails reviewed.
[ ] Defects triaged and critical issues retested with evidence.

4. PEOPLE AND CUTOVER
[ ] Role-based training completed with real user tasks.
[ ] Cutover date, transaction freeze, backup and rollback criteria approved.
[ ] Support contacts and first-week issue triage confirmed.
[ ] Post-launch reconciliations and performance reviews scheduled.

SIGN-OFF
Business owner: __________________ Date: __________
IT lead: ________________________ Date: __________
Finance owner: __________________ Date: __________

This worksheet is general operational guidance, not a product configuration guarantee.