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ERP Implementation Checklist How does your implementation compare to best practices? Look at our ERP implementation checklist to see if you have included critical activities in your ERP implementation plan. 26 Items to Include in Your Organization’s ERP Implementation 1. Process Definition and Workflow 2. Training Needs Assessment 3. PMO (Project Management Office) 4. Communications Plan 5. Customize and/or Tailor Training Materials 6. Customization Requirements 7. Fit-Gap Analysis 8. Security Profiles 9. System Validation 10. Sarbanes-Oxley Compliance and/or Internal Controls 11. Go-Live Checklist 12. Go or No-Go Assessment 13. Conference Room Pilots 14. Testing – Software and Integration 15. Core Team Training 16. End-User Training 17. Forms Definition and Reports 18. Data Migration Planning and Execution 19. Benefits Realization Plan 20. Technical Solution Architecture 21. Post Go-Live Audit 22. Help Desk And Support 23. Global and/or Localization 24. Requirements and Validation

ERP Implementation Checklist

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Page 1: ERP Implementation Checklist

ERP Implementation ChecklistHow does your implementation compare to best practices? Look at our ERP implementation checklist to see if you have included critical activities in your ERP implementation plan.

26 Items to Include in YourOrganization’s ERP Implementation

1. Process Definition and Workflow2. Training Needs Assessment3. PMO (Project Management Office)4. Communications Plan5. Customize and/or Tailor Training Materials6. Customization Requirements7. Fit-Gap Analysis8. Security Profiles9. System Validation10. Sarbanes-Oxley Compliance and/or Internal Controls11. Go-Live Checklist12. Go or No-Go Assessment13. Conference Room Pilots14. Testing – Software and Integration15. Core Team Training16. End-User Training17. Forms Definition and Reports18. Data Migration Planning and Execution19. Benefits Realization Plan20. Technical Solution Architecture21. Post Go-Live Audit22. Help Desk And Support23. Global and/or Localization24. Requirements and Validation25. Solid Budget26. Business Case

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How Can We Help Your Organization?

Call or email us today! Panorama's expert consultants can help your organization achieve maximum benefits.

303-974-7171

ERP Resource Center

ERP White PapersERP Industry ReportsERP PodcastsERP VideosERP Industry NewsERP DiagnosticsERP Readiness Assessment

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Website Password Panorama=ROI

PERFECT Fit® ERP Software Selection Process

Using a proprietary, multi-step ERP selection process, Panorama Consulting Group helps each client find the ERP software that best fits their budget, timeframe, industry, technological infrastructure and operational needs.

PERFECT Path® ERP Implementation

Developed by Panorama consultants and based on years of ERP implementation experience, PERFECT Path® uses a comprehensive, proprietary set of analytical tools and guidelines to drive completion of ERP project milestones, deliverables and results.

PERFECT Partner®Organizational Change Management

With a determined focus on tangible bottom-line results, key performance indicators and investment returns,

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Panorama helps clients develop, actualize and sustain long-term organizational change management to best realize the measurable business improvements enabled by their new technology.