ERP Go-Live Readiness Checklist Builder

Build your ERP go-live readiness checklist in two minutes: choose your ERP, go-live approach, timeline and number of users, and get a tailored checklist covering technical, data, testing, people, support, cutover and business readiness.

Every ERP programme uses a go-live checklist, and most are copied from the last project, missing items that matter for this one and silent on the people side. The ERP go-live readiness checklist builder creates a checklist shaped to your system and rollout, so your go/no-go decision rests on the right evidence. Build it free, then sign up to export the full checklist with owners, due dates and status columns.

What is an ERP go-live readiness checklist?

An ERP go-live readiness checklist is the list of conditions that must be true before a new or upgraded ERP system goes live. It covers technical readiness, data migration, testing, people and training, support and hypercare, cutover and business readiness. Each item has an owner, a due date and a status, and the checklist feeds the go/no-go decision.

How the go-live readiness checklist builder works

1. Describe your go-live: your ERP system, big-bang or phased approach, time to go-live and number of users.

2. Get a tailored checklist grouped into readiness areas, with system-specific items, extra items for phased rollouts and priorities when go-live is close.

3. Sign up to export the full checklist with owner, due date and status columns, ready to share with your programme team.

What the checklist covers

For the cutover plan itself, use the S/4HANA cutover plan template.

Why people readiness gets missed

Technical and data items usually have clear owners. People readiness often doesn't. Training is marked complete because sessions were held, not because users can do their first tasks on day one. The checklist builder treats people readiness as its own area, with items for role-based training, guides and videos for the first transactions each role will perform and super users for every team.

For what training content to prepare, see the ERP go-live readiness checklist: what training content to have ready.

To score people readiness by role and application before go-live, run the end user readiness assessment.

Using the checklist for the go/no-go decision

• Review the checklist weekly in the final two months, and daily in the last week.

• Agree which items are must-haves for go-live, and which can be closed in hypercare.

• Ask for evidence, such as sign-offs, test results and training completion, not just a status colour.

• Escalate red items early, so the go/no-go meeting is a decision, not a surprise.

For hypercare after go-live, use the hypercare plan template.

Getting users ready for go-live day

The most visible go-live failures are people failures: users who can't log in, can't find the new screen or don't know how to handle a transaction held during the freeze. Two things help most:

• A short go-live readiness video from leadership explaining what's changing and when; see how to create a go-live readiness video for an enterprise IT rollout.

• Task videos for go-live day, showing each role's first transactions in the new system; see how to create ERP cutover training videos for go-live day.

How Trupeer helps you close people readiness items

Genpact used Trupeer for a company-wide Workday rollout, turning recorded process sessions into more than 500 training collaterals across 20 workstreams in five languages, for 140,000 employees in 40 countries, in 3 months instead of 12. Read the Genpact customer story.

See how Trupeer gets users go-live ready

Want to see how your team could build role-based guides and videos before go-live? Book a demo.