# ERP Go-Live War Room and Day-One Checklist

> Source: https://netray.co/tools/erp-go-live-war-room-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A checklist for running the war room on go-live day and through the first critical week.

## Category

erp-migration

## Audience

- ERP project manager
- Cutover lead
- IT operations

## Tool

**Kind:** checklist

**Groups:**

#### Before go-live: set up the war room

**Items:**

**Text:** War room location or virtual channel agreed and tested

**Critical:** true

**Text:** Named war room lead with authority to escalate

**Critical:** true

**Text:** Roster of business, IT and vendor staff by shift, including contact numbers

**Critical:** true

Escalation path with names for each severity level

Severity definitions agreed (outage, workaround exists, cosmetic)

**Text:** Issue log tool open with owners and categories ready

**Critical:** true

Daily meeting times set for the first two weeks

Access to production confirmed for all support staff

Vendor support contacts and priority procedures confirmed

#### Communication

**Items:**

Go-live announcement sent to all users with support instructions

**Text:** Single support intake route published (phone, chat or mailbox)

**Critical:** true

Plant floor notice with manual fallback steps for critical transactions

Customer and supplier notices sent where documents or EDI change

Daily status message to leadership scheduled

Known issues list shared with the help desk

#### Day one: monitor the business

**Items:**

**Text:** Users can log in with correct roles; failures tracked

**Critical:** true

**Text:** First sales order, purchase receipt and production confirmation tested live

**Critical:** true

Shipping and invoicing of first orders verified

Inventory transactions posting and visible on stock reports

**Text:** Integrations and EDI messages flowing; queues checked hourly

**Critical:** true

Batch jobs and scheduled jobs ran and completed

System performance and response time watched during peak use

Printing of labels, picking lists and shipping documents confirmed

Finance posting and period controls checked

#### First week: stabilize

**Items:**

**Text:** All issues triaged daily and assigned an owner within hours

**Critical:** true

Workarounds documented and communicated

Data corrections tracked and approved before running

Daily reconciliation of stock, open orders and cash application

Floor-walk by super users in each department

Additional training sessions scheduled for repeated questions

**Text:** Fixes bundled into controlled transports or releases, not ad hoc changes

**Critical:** true

Rollback criteria still defined and known to the leadership team

#### Exit from hypercare

**Items:**

**Text:** Open critical issues at zero, high issues with dates

**Critical:** true

First period-end close completed and reviewed

**Text:** Support transferred to the permanent team with a handover document

**Critical:** true

Lessons learned workshop scheduled

Project closure and benefits tracking plan agreed

**Scoring Note:** Every critical item should be ticked before day one starts. Treat unticked critical items in the first group as a go/no-go concern.

## Content

**Intro:** Go-live day is when planning meets reality. This checklist helps a project manager and cutover lead set up the war room, communicate clearly, watch the right things on day one and run the first week without dropping issues.

**Sections:**

#### How to use it

**Body:** Work through the first two groups at least a week before go-live. Print the day-one group for the war room wall or share it on the channel, and tick items as the team verifies them. Use the first-week group as the agenda for daily stand-ups. Export the list with your ticks at the end of each day for the record.

#### Why a war room works

**Body:** A single place where decisions are made, issues are logged and status is shared prevents duplicated effort and contradictory instructions. The war room lead owns prioritization, so the team does not argue over which fire to fight first.

**Bullets:**

- One intake route for support requests
- One issue log with one owner per item
- Fixed meeting times for status and decisions
- Clear severity definitions to prioritize

#### Day one priorities

**Body:** Prove the business can quote, buy, make, ship and invoice. Test a real order of each type end to end, then watch the integrations and batch jobs that run in the background. Performance problems often appear only at peak load, so watch response times during the busiest hour and keep the technical team on call.

#### Common mistakes

**Body:** The usual errors are letting every user email different people, making untracked data fixes in production, and disbanding the project team too early. Keep the experts available for at least the first period-end close, since that is when finance problems tend to appear.

**Cta:** If you want help monitoring ERP transactions and integrations during hypercare, Netray can discuss read-only dashboards over your live ERP data.

**Faq:**

#### How long should the war room run?

**Answer:** Commonly two to four weeks, covering the first period-end close. Reduce hours as issue volume falls, but keep named experts on call until exit criteria are met.

#### Who should staff it?

**Answer:** A war room lead, functional leads from each area, technical and integration support, super users from the business, and vendor contacts. Staff in shifts if the plant runs more than one.

#### What severity levels should we use?

**Answer:** Three or four are enough: outage with no workaround, major function degraded with a workaround, minor issue, and request or cosmetic. Define response and resolution targets for each.

#### Should we make fixes directly in production?

**Answer:** Avoid it. Route fixes through a controlled process, even if expedited, so changes are tested and recorded. Data corrections need approval and an audit trail.

## Search terms

ERP go-live war room checklist, ERP go live day one checklist, go-live command center, ERP first week after go-live, ERP go-live support plan, ERP production support checklist

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