ERP Implementation Checklist

ERP Implementation Checklist

This is a comprehensive ERP implementation checklist for you. The best way to tackle business in today’s fast-paced market is to check your progress from pre-to post-erp implementation. Enterprise resource planning has become an indispensable tool for streamlining operations and enhancing productivity.

This well-defined checklist will serve as a roadmap to guide organizations for smooth and successful deployment of ERP system. There are two steps- pre-implementation and implementation.


Here is what you need to do before ERP implementation. Please note that after ensuring you are careful about pre-implementation, you can move ahead to implementation.

Assemble your ERP project team

The foremost step in any ERP implementation is to assemble a dedicated project team. It can consist of representatives or members from different departments in your organization. The team must have experts in various fields and IT professionals.

In the beginning, you should allot clear roles and responsibilities to each team member to ensure effective communication and collaboration throughout the project. Therefore, make sure you assemble your ERP project team as early as possible.

Define your project goals and objectives

Now that your team is ready and you have assigned them their roles, define objectives. Having a clear vision always helps in achieving goals in the best way possible. Clearly define these project goals and objectives to your team.

Also, share the expected outcome of the ERP implementation project with your team. This helps them decide how they want to move forward to create strategies. It is always better to have realistic goals. Your goals should be measurable and specific to track your progress.

Develop a project plan

Outline tasks, milestones, and timelines to create a detailed project plan. Breaking down the project into manageable phases helps with proper resource allocation. It is not only about developing a project plan.

You need to view and update the plan regularly as per its progress. This way, you can adapt to changing requirements or unforeseen challenges. A detailed project plan also helps the team to unite and collaborate effectively. They can assess the progress and come together to achieve your goals.

Identify and assess risks

Conducting a risk assessment to identify potential challenges can aid in better progress. If you identify such risks at later stages, the plan may hamper and create delays in ERP implementation. Thus, it is better to evaluate the severity and develop mitigation strategies to address it proactively.

There are a few common risks, like budget overruns, scope creep, data breaches, and resistance to change. Identifying risks beforehand is better for the team and your organization. The ERP system can be updated as per the risks assessed for your organization.

Select an ERP software vendor

We suggest you choose a reputable ERP software vendor that aligns with goals, needs, budget, and objectives of your organization. Compare multiple vendors based on factors like scalability, functionality, vendor’s reputation, prices, reviews, etc.

Before finalizing any vendor, request them for demo, ask questions, clear your doubts, and go through the feedback from other customers. Before making any big investment, it is advisable to go through a few of the vendors.

Develop a data migration strategy

Develop a comprehensive data migration strategy to ensure a seamless transition from legacy systems to the new ERP platform. You should first identify the types of data that need to be migrated.

You also need to have a look at data mapping requirements, data cleansing procedures, and validation processes. Generate protocols for data backup and data integrity checks.


Now let us talk about the steps to be taken for the implementation of ERP software.

Configure the ERP software

You must customize the ERP software according to your organization’s unique business processes and workflows. Configure settings, features, and modules according to the specifications defined during the planning phase.

You will have to work closely with your chosen ERP vendor and implementation team to ensure optimal system configuration and performance.

Develop and test customizations

Now the next step is to develop any essential customizations, enhancements, integrations, etc. to extend ERP’s functionality. You will have to conduct more than three tests to validate the accuracy, reliability, and compatibility of customizations with your current systems and processes.

Engaging users during the testing process will get you more real-time feedback and you will be able to address any concerns thoroughly.

Migrate your data

Remember the data migration strategy we just discussed in the pre-implementation guideline? This is the time to use the strategy and migrate your data. Transfer legacy data from old systems to the new ERP platform.

Throughout the mitigation process, you will have to ensure data accuracy, completeness, and integrity. You should also perform data validation and reconciliation to verify that all migrated data is error-free.

Train your users

With the new updates, it becomes necessary to train end-users to ensure a smooth transition to the new ERP system. You need to develop training materials, user manuals, and tutorials to educate users on system processes and practices.

You can also offer training sessions, workshops, and webinars for various users based on roles and skills. Don’t delay addressing the concerns and complaints of the users.

Go live

After all the required processes, it is time to go live. Correct the errors shared by the users, and then go live. Keep in close co-ordination with IT teams and experts to minimize disruptions and maximize system uptime.

Regularly monitor system performance, user feedback, and metrics to identify and address issues or challenges.


Planning and patience are of the of the utmost importance when it comes to the implementation of ERP. It is necessary to follow ERP implementation checklist so organizations can mitigate risks and streamline processes to achieve desired goals.

From assembling a dedicated project team to migrating data, training users, developing and testing customizations, etc., these are all important steps. You need to prioritize collaboration, communication, and improvement continuously. Through these steps, organizations can unlock the potential of their ERP investment and drive sustainable growth.

Thus, an ERP implementation checklist is a brilliant way to install an ERP system for your organization. It keeps you connected to your goals and shows your progress.

Contact Blue Lotus 360 for ERP system solutions.

No: 4 – 1/1 , Bambalapitiya Drive, Colombo 4, Sri Lanka

Suit 4, Europa House, Marsham Way, Gerrards Cross, United Kingdom, SL9 8BQ

Copyrights 2023 | BLUE LOTUS 360