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Checklist for gathering data for an ERP upgrade

Identify key stakeholders involved in the ERP upgrade project

Review current ERP system functionality and identify pain points

Determine budget and timeline for the upgrade project

Assess system requirements and compatibility with new ERP version

Conduct data cleanup and validation to ensure accuracy and completeness

Identify data migration requirements and develop a plan for migrating data to the new ERP system

Create backups of all critical data to prevent data loss during the upgrade process

Train staff on data entry best practices to ensure data integrity post-upgrade

Develop test cases to validate the functionality of the new ERP system

Conduct user acceptance testing to ensure the new system meets end-user requirements

Review and analyze test results to identify any issues or discrepancies

Document test results and make necessary adjustments to the system

Develop a go-live plan and schedule for transitioning to the new ERP system

Provide training and support to end-users to facilitate a smooth transition

Monitor system performance and address any issues or concerns post-upgrade

Conduct post-implementation review to assess the success of the upgrade project and identify areas for improvement

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