Points to consider for a pre-go-live checklist. First, we have to consider an environment management plan. We need to scale all the quarterly or monthly updates, then test for all features, and take a look to all users required and the privileges or roles that they need.
Then we have the go-live plan. Check all the setups, the required data uploads, and all the special settings necessary-- calendars, reconciliation, and security. Also very important, we need to check all the service requests taking place at the moment. Along this point, it is important to take a look to the internal support team that will be assigned for the go-live and the following weeks or months.
Another point to take a look at is change management. We should create a training plan and a communication plan to be presented to all the stakeholders. We also have to consider performing tests before going live. Perform user acceptance tests. Do we have open points afterward? Have we tested all the reports required? Have all the integrations have been tested? Do we have a plan for regression if updates or settings changes take place?
Then we have to take a look to all security-related issues. All users should be created and their roles assigned. If single sign-on is required, a configuration plan will be developed and verified. If it is not required, then we should think of a plan to distribute users' welcome emails.
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.
I hope this blog post was helpful for you. If you have any questions or feedback, please leave a comment below.