Free checklist
What to Have Ready Before You Move Systems
A phase-by-phase checklist for any business getting ready to consolidate its tools. Free to use, no email required.
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How to use this
Most of the work happens before anyone installs anything
Rollouts rarely fail on the software. They fail because the data was dirty, nobody owned the project, or the team found out on go-live day. Work through these five phases in order and you will have answered the questions that actually decide how it goes.
Step 1
Discovery and planning
- Document all current systems and integrations
- Define business goals for the implementation
- Identify key stakeholders and decision-makers
- Map existing workflows to the modules that will replace them
- Select an internal project champion
- Define a go-live date and project timeline
Step 2
Configuration
- Set up company, users, and permissions
- Configure chart of accounts and fiscal settings
- Install and configure the modules you actually need
- Adjust workflows to match how your business runs
- Complete user acceptance testing
Step 3
Data migration
- Audit and clean existing data before migration
- Map data fields from the old system to the new one
- Run a test migration and validate the output
- Confirm historical data accuracy
- Run the final migration and lock the source system
Step 4
Training
- Deliver role-based training to all users
- Create quick-reference guides for common tasks
- Train internal champions to support their peers
- Get end-user sign-off before go-live
Step 5
Go-live and after
- Confirm every integration is live and tested
- Monitor performance through the first 48 hours
- Hold daily check-ins with users in week one
- Address issues and edge cases as they surface
- Schedule a 30-day post-launch review
Need help working through it?
A discovery session costs $285 and comes off the build if you go ahead. You leave with a written scope and a fixed price either way.
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