ERP Migration Checklist (Odoo, SAP, NetSuite)
A 14-point checklist for finance directors and ops leaders running an ERP migration — what to lock down before kickoff, during cutover, and in the first 30 days post-go-live.
What's in this whitepaper.
An ERP migration is one of the highest-stakes IT projects a finance or ops director will ever own. This checklist is the field guide we use on every Odoo migration we run — refined over more than 50 ERP go-lives since 2016.
You’ll get:
- 14 pre-kickoff hardpoints (data consistency, chart of accounts, master data, integrations, training)
- An 8-point cutover-day playbook with rollback triggers
- The 30-day post-go-live operating routine that locks the migration in
- A 1-page go/no-go decision tree
No email gate — download and use it.
The bigger picture.
Most failed ERP migrations were doomed before any consultant got involved — the foundational data was inconsistent, the change-management plan was thin, and the “go-live” criteria were written so loosely that nobody knew what “done” actually meant. This checklist gives ops and finance leaders the 14 hardpoints to fix before kickoff, the 8 things to verify during cutover, and the 30-day post-go-live operating routine that locks the migration in.
Who this is for
CFOs, ops directors and IT leaders running ERP migrations from QuickBooks/Tally/Xero to Odoo, between Odoo and NetSuite, or to/from SAP. Vendor-neutral — the principles hold whatever the source and target system are.
Related services.
Need help putting this
into practice?
Tell us your context in one call — a senior engineer will turn the ideas in this guide into a scoped, no-obligation plan.