Worksheet

ERP phase-gate checklist

Five gates run in order. They are scope sign-off, data and workflow readiness, configuration and integration complete, acceptance tests and training passed, and cutover rehearsed, each with written pass criteria. Evidence beats scheduled dates.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “ERP Implementation Checklist for SMBs”, www.gullysystem.com/blog/erp-implementation-checklist-for-smbs