An ERP rollout succeeds or fails long before go-live. The teams that struggle tend to share the same starting problems: unclear requirements, weak vendor alignment, and scope that creeps once the project is underway. More than two thirds of ERP implementations will fail to fully meet their original business case goals and cost overruns are one of the most visible symptoms of that failure
70%
of recently implemented ERP initiatives will fail to fully meet their original business case goals and cost overruns are one of the most visible symptoms of that failure
Gartner Research, 2024 What IT Leaders Must Do to Avoid Disappointing ERP Initiatives
This ERP implementation checklist gives you a practical framework to prepare properly, evaluate platforms and partners with confidence, and choose a system that holds up over the long term. Work through each phase in the interactive checklist below, tick off the items as you go, and track your progress. You can print or save your completed checklist at the end.
An ERP implementation checklist is a structured list of the tasks and decisions that need to happen across an ERP project, from gathering requirements through to signing off a platform and a partner. It matters because most ERP problems start with something missed at the beginning, not with the software itself.
Get the groundwork right and the rest of the project runs on firmer footing. Skip it, and you pay for it later in change orders, delays and a system that doesn't quite fit how you work.
Six phases take you from first requirements to final sign-off. Expand each one and tick the items that apply to your business. Your progress updates as you go.