Assignments and User Roles  

Completed Y/N

Comments

Sign-Off

Date

System and database administrators, project managers, team leads, developers, and users are identified and understand their roles, responsibilities, and timelines

User accounts are configured in the production instance(s) with the appropriate privileges, and verified to work on their respective devices/platforms prior to go live

All required physical and virtual resources are budgeted and earmarked for use prior to go live

Communication and workspace plans are in place

Any customizations or deviations from standard product are known and assigned to specific developers, and have been signed off on by the customer

Training and Documentation

Users understand the basic project plan, naming conventions/terms, and where to go for assistance

Users have been trained on their tasks, best-practices, and responsibilities and have clearly demonstrated competence

Key users are ready to assist and support the implementation

All processes, including SOP, have been documented to agreed-upon standards and copies are available to everyone involved

Training materials are available to everyone involved and are designed to be updated as needed for future versions

Any RF function keys or other helpful shortcuts are documented and available as needed

Data Conversion

Data conversions have been performed and all of the master and transactional data are loaded and verified into the production instance

All transactions have been removed from the production instance

Data backup and database maintenance strategies have been agreed upon and tested

Cutover / Migration

Everyone involved agrees to the cutover plan and timeline

All open orders and receipts are closed and completed in currents system prior to go live

Any necessary rollouts or hotfixes have been applied in the proper sequence and according to schedule

Testing

Initial vendor and customer infrastructure compatibility and reliability check

End-to-end user acceptance testing has been performed, and the customer has signed off that all issues have been resolved and all connections between the WMS vendor and customer instances are verified working

Integration testing has been performed on the entire production system (including any involved ERP systems), and the customer has signed off that all issues have been resolved

Regression testing has been performed (preferably via an automated testing solution) on the entire production system for key user flows like receiving, putaway, picking, inventory management, and dispatch

Performance/Volume testing has been performed on the entire system using peak production volumes, and the customer has signed off that the response times are adequate

Hardware and Consumables

All workstations and instances have been identified and configured, and can connect to production instances

All report and label printers have been identified and configured, and have had at least several test prints performed

Any required RF devices, scanners, and scales have been identified and configured, and tested to read bar codes, and can connect to the production instances

Any required scanners and scales have been identified and configured, and can connect to the production instances

Adequate quantities of toner and/or label stock have been acquired to support printing reports and labels

Post Go Live

Any support personnel or other team members remaining on-site are known to everyone involved in the project

The support ticket process and review schedule has been communicated to everyone involved in the project

Success metrics and KPIs are in place to track the progress post go live

Disaster recovery/contingency procedures and business continuity plans are in place for worst-case scenarios, including a master inventory data reload option

All customer agreements (whether tied to service levels, performance, capacity, etc…) have processes in place to measure, manage, and track them