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conversion checklist

1. Pre-Conversion Planning

Define the scope of the conversion project.

Identify stakeholders and assign roles and responsibilities.

Develop a project timeline with key milestones.

Assess current systems and processes for compatibility.

Create a budget for the conversion project.

Conduct a risk assessment and develop mitigation strategies.

2. Data Preparation

Audit existing data for accuracy and completeness.

Cleanse data to remove duplicates and irrelevant information.

Standardize data formats across different sources.

Create a data mapping document for migration.

Backup all existing data prior to conversion.

3. System Configuration

Determine the necessary software and hardware requirements.

Configure new system settings according to business needs.

Integrate with existing systems, if applicable.

Conduct user acceptance testing (UAT) to validate configurations.

Document all configurations and settings for future reference.

4. Training and Change Management

Develop a training plan for end-users.

Schedule training sessions and create training materials.

Communicate the benefits and changes associated with the new system.

Establish a support system for users during the transition.

Gather feedback and adjust training as needed.

5. Data Migration

Execute the data migration plan according to the mapping document.

Validate data post-migration to ensure accuracy.

Perform a trial run of the new system with migrated data.

Address any discrepancies or issues found during validation.

6. Go-Live Preparation

Confirm readiness of all systems and processes.

Communicate the go-live date to all stakeholders.

Prepare a contingency plan in case of unexpected issues.

Conduct a final review of the project checklist.

7. Post-Conversion Review

Monitor system performance and user feedback after go-live.

Conduct a post-implementation review meeting with stakeholders.

Document lessons learned and any necessary follow-up actions.

Ensure ongoing support and training for users.

Review and update processes based on the new system's capabilities.

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