# Infor M3 Go-Live Readiness Checklist > Source: https://netray.co/tools/m3-go-live-readiness-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Checklist of items to confirm before an M3 go-live, grouped by data, testing, security and integration, and people and support. ## Category infor-cloudsuite ## Erp Infor M3 ## Audience - M3 project manager - M3 consultant - Business sponsor ## Tool **Kind:** checklist **Scoring Note:** Critical items must all be complete before a go decision. Remaining items should be done or have an agreed owner and date. **Groups:** #### Data and conversion **Items:** **Text:** Final mock conversion completed and timed **Critical:** true **Text:** Inventory value reconciled to the general ledger within agreed tolerance **Critical:** true **Text:** Open customer orders reconciled by count and value **Critical:** true **Text:** Open purchase orders reconciled by count and value **Critical:** true **Text:** Open AR and AP reconciled to the ledger **Critical:** true Master data owners have signed off customers, suppliers and items Number series and numbering rules confirmed Legacy freeze rules communicated to all departments #### Testing **Items:** **Text:** UAT scripts executed for all priority processes **Critical:** true **Text:** No open blocker defects **Critical:** true **Text:** Open major defects have an agreed workaround and owner **Critical:** true **Text:** Order to cash smoke test passed in the production tenant **Critical:** true **Text:** Procure to pay smoke test passed in the production tenant **Critical:** true Month end close tested at least once Performance tested with realistic user and data volumes Printing tested for documents, labels and reports #### Security and integration **Items:** **Text:** User roles and permissions reviewed by business owners **Critical:** true **Text:** Segregation of duties checked for finance and purchasing **Critical:** true **Text:** All go-live interfaces tested end to end with partners **Critical:** true Monitoring and alerting set up for interface failures Replay procedure documented for failed messages Single sign-on and access paths verified for all user groups Backup and recovery procedures confirmed with IT Customer and supplier communication about new documents sent #### People and support **Items:** **Text:** End users trained and attendance recorded **Critical:** true **Text:** Super users named for each process area **Critical:** true **Text:** Hypercare team and schedule published **Critical:** true Issue logging process and severity levels agreed Quick reference guides available at workstations Go or no-go criteria approved by the steering group Rollback criteria and procedure documented Support handover plan from project to operations drafted ## Content **Intro:** Go-live decisions are easier when they are based on a list. This checklist covers the items that most often decide whether an M3 launch is calm or painful, with critical items marked. **Sections:** #### How to use the checklist **Body:** Review the list at least two weeks before the planned go-live and again at the go or no-go meeting. Tick each item only when someone can show evidence: a reconciliation sheet, a signed test report, a training attendance list. Critical items are those without which the business could stop or financial records could be wrong. Assign an owner and date to every unticked item. Export the result to PDF and attach it to the steering group minutes. **Bullets:** - Use evidence, not opinion, to tick items - Assign owners to every open item - Review again 24 hours before cutover begins - Keep the signed copy for audit #### What the groups cover **Body:** Data and conversion focuses on reconciliations and sign-offs, because wrong opening balances undermine trust in M3 immediately. Testing covers business scenarios, smoke tests in the production tenant and defect status. Security and integration checks roles, segregation of duties and partner connections. People and support ensure users can work on day one, with help close at hand. Adapt the list for regulated industries by adding items for validation, quality records and traceability. #### Reading the result **Body:** If any critical item is open, the default answer is no-go unless the steering group knowingly accepts the risk and records why. A long tail of non-critical items is normal; look at the pattern. Many open items in one group, such as people and support, suggests that group needs more focus. Use the list again after go-live as the base for the hypercare review and lessons learned. #### Common mistakes **Body:** Teams tick items based on plans rather than completed work. Others skip performance testing and discover slow screens with real users. Another frequent gap is not testing printing and labels in the production environment. Finally, many projects have no clear owner for support after hypercare, which turns small issues into lasting frustration. **Cta:** If you want an independent view of your readiness before the go or no-go meeting, Netray can connect you with an M3 practitioner for a short review. **Faq:** #### How early should we start this checklist? **Answer:** Start about four to six weeks before go-live so there is time to fix gaps. Review weekly at first, then daily in the last week. Early use also helps expose items, such as training scheduling, that cannot be solved in a day. #### What if a critical item is not complete? **Answer:** Escalate to the steering group. Either delay, or accept the risk with a documented mitigation, owner and deadline. Do not quietly downgrade critical items to make the list look green. That undermines the purpose of the checklist. #### Does the list include regulatory items? **Answer:** Only in a general way. Add items for your industry, such as traceability, lot control, export rules or quality system validation. Regulated manufacturers should have their quality team review and extend the list. #### Should the supplier or the customer own the checklist? **Answer:** The project manager maintains it, but the customer's business owners confirm their items. Shared ownership works best: the provider shows technical readiness and the customer confirms business readiness. ## Search terms infor m3 go live checklist, m3 go live readiness, erp go live checklist template, m3 cutover readiness checklist, m3 go no go checklist, infor m3 project closure checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json