Guides, Checklists & Project Resources
Find practical guides and printable checklists for requirements, implementation, data migration, UAT and security review. Resources are available as web pages.
Start with the operational problems that matter
Requirements start without key business inputs
Teams do not know what to prepare for kickoff
UAT criteria and sign-off owners are unclear
Checklists, master data and UAT evidence
Practical building blocks to assess and adapt to your operating model.
Project Discovery Checklist
Capture objectives, pain points, stakeholders and scope.
Master Data Checklist
Review customers, suppliers, items, warehouses, CoA and balances.
UAT Preparation
Define scenarios, expected results, defects and acceptance criteria.
Technical Readiness
Collect API, security, backup, access and monitoring requirements.
Using checklists to prepare an implementation team
A suggested sequence, refined through requirements and fit-gap discovery.
- 01
Select a topic
Choose by project objective
- 02
Collect inputs
Use checklists in working sessions
- 03
Validate and sign off
Have process owners approve the inputs
What to prepare before the first workshop
Having these inputs available supports more accurate scope and risk assessment.
Discuss your requirements- Business goals and initial scope
- Applicable master data list
- Integrations and system-of-record decisions
- UAT criteria and sign-off owners
Questions worth clarifying early
Are downloadable files available?
Currently these resources are web-based guides and checklists. Use your browser's Print to PDF function; no unavailable downloads are advertised.
Documents to prepare before an ERP project
Before project kickoff, collect the company and branch structure, departments, warehouses, chart of accounts and actual samples of quotations, purchase orders, invoices and key reports. These inputs ground requirements in real operations.
Assign data owners and validation rules to master data such as item codes, units of measure, warehouses, customers and payment terms. Separate opening balances from master records and choose a common cutover date for affected teams.
UAT checklists should identify testers, steps, expected results, evidence and defect reporting. Include returns, missing data and permission failures. A checklist supports preparation but must still be adapted to the agreed scope and industry.
Build the right system for your operation.
Share your processes, constraints and desired outcomes so the project can be evaluated against real business needs.