KEEN SYSTEMS - ERP implementation checklist for Sri Lankan businesses
Preparation checklist - 2 November 2026
https://keensystems.online/guides/erp-implementation-checklist

An ERP rollout is ready for a pilot when the team has agreed the workflow, prepared and checked its opening data, tested the important devices and exceptions, trained named users and defined how results will be reconciled. A software installation alone is not a completed business rollout.

[ ] 1. Name process, data and approval owners.

[ ] 2. Agree first-release scope and exclusions.

[ ] 3. Map item identifiers, units and branches.

[ ] 4. Approve opening stock and account balances.

[ ] 5. Run a sample migration and investigate differences.

[ ] 6. Test real printers, scanners and other agreed devices.

[ ] 7. Check roles, branch visibility and approvals.

[ ] 8. Test sales, purchases, returns, payments and close where applicable.

[ ] 9. Validate offline and reconnection behavior if included.

[ ] 10. Train daily users and cover staff.

[ ] 11. Confirm backup restoration and the cutover recovery plan.

[ ] 12. Schedule the first-shift reconciliation and owner review.

Notes and questions:


Contact: https://keensystems.online/contact?topic=erp-implementation-checklist
Use this as a discussion aid; agree project-specific acceptance criteria.