# QAD EE to Adaptive ERP Migration Checklist

> Source: https://netray.co/tools/qad-ee-to-adaptive-erp-migration-checklist
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

A grouped checklist for planning and executing a move from QAD Enterprise Edition to Adaptive ERP, from inventory to hypercare.

## Category

erp-migration

## Erp

QAD Adaptive ERP

## Audience

- QAD administrator
- ERP project manager
- IT manager
- Finance controller

## Tool

**Kind:** checklist

**Groups:**

#### Discovery and inventory

**Items:**

**Text:** Business case and scope approved by the steering group

**Critical:** true

**Text:** All custom programs, includes and database changes listed with owners

**Critical:** true

**Text:** Each customization marked retire, replace with standard, or rebuild

**Critical:** true

Custom reports, browses and dashboards inventoried by usage

**Text:** All interfaces listed with direction, protocol, volume and owner

**Critical:** true

Modules and sites in scope confirmed

Licensing, support and contract dates reviewed

Regulatory and customer requirements mapped to functions

#### Design and fit-gap

**Items:**

**Text:** Process owners named for each functional area

**Critical:** true

**Text:** Fit-gap sessions held and decisions recorded

**Critical:** true

Chart of accounts, sites and organisation structure confirmed

User roles and security model designed

Reporting approach agreed, including what replaces custom reports

Integration architecture agreed for each interface

Training approach and audience defined

#### Data migration

**Items:**

**Text:** Master data cleansed: duplicates, inactive items, obsolete BOMs

**Critical:** true

Mapping documents written for each object

**Text:** Open transactions migrated or run down by agreed rule

**Critical:** true

**Text:** Opening balances reconciled with finance

**Critical:** true

Inventory by location, lot and serial validated

**Text:** At least two full migration rehearsals completed

**Critical:** true

Reconciliation reports defined and signed by owners

Historical data retention and archive approach decided

#### Build, test and training

**Items:**

**Text:** Test environment configured with realistic data

**Critical:** true

Test scripts written for the top business transactions

**Text:** Integration testing completed end to end

**Critical:** true

Report output compared with legacy for key reports

**Text:** User acceptance testing completed by named business users

**Critical:** true

Security and segregation of duties tested with real roles

Performance tested with production-like volumes

Training delivered and attendance recorded

#### Cutover and hypercare

**Items:**

**Text:** Cutover plan with timeline, owners and rollback criteria

**Critical:** true

**Text:** Freeze period communicated to all users and partners

**Critical:** true

Customers, suppliers and banks informed of any changes

**Text:** Go or no-go decision meeting held with defined criteria

**Critical:** true

Legacy system set to read-only after cutover

**Text:** Hypercare team and escalation path in place

**Critical:** true

First month end close planned and supported

Lessons learned captured and legacy decommission date set

**Scoring Note:** Mark items complete only with a document, sign-off or test result behind them. Treat any open critical item as a blocker for the next phase. Items apply broadly; add rows for your regulatory, multi-site or multi-currency needs.

## Content

**Intro:** Moving from QAD Enterprise Edition to Adaptive ERP touches code, data, interfaces, reports and people. This checklist lays out the work in the order projects usually need it, with the critical gates marked.

**Sections:**

#### How to use the checklist

**Body:** Use it as a project control, not a one-off list. Review it at each steering meeting, with evidence for every ticked item. Critical items gate the next phase: do not start data rehearsals while the customization decisions are open, and do not schedule cutover before reconciliation reports are signed. Export to PDF for a dated record.

**Bullets:**

- Review at every steering meeting
- Attach evidence to ticked items
- Do not move phases with critical items open
- Add rows for site-specific needs

#### Decide the fate of every customization

**Body:** The biggest effort driver is custom code. For each customization, ask whether the business need still exists, whether standard functionality now covers it, and if not, what the cheapest supportable way to deliver it is. Retiring a customization is the cheapest option and is often possible after a fit-gap conversation with the process owner.

#### Data, rehearsals and reconciliation

**Body:** Plan at least two full data migration rehearsals. Each should end with reconciliation: GL balances, open sales and purchase orders, inventory by location and lot, and open receivables and payables. Finance should sign these. Rehearsals also give you a realistic cutover duration, which determines the length of the freeze and the weekend plan.

#### Common mistakes

**Body:** Frequent problems are undiscovered interfaces, reports that users rely on but nobody listed, too little key-user time, and a single migration attempt. Another is declaring go-live the finish line; the first close and the first quarter of operation are where hidden issues appear. Staff hypercare accordingly.

**Cta:** If you want help analysing customizations and interfaces faster, Netray can discuss how AI-assisted code and data analysis supports a migration like this.

**Faq:**

#### How long does a QAD EE to Adaptive ERP move take?

**Answer:** It varies widely with customization count, integrations, number of sites and data quality. Treat any generic number with caution and base your estimate on your inventory and a pilot of one process area.

#### Should we migrate history?

**Answer:** Usually migrate balances, open transactions and master data, and keep history in an archive or read-only reporting. Migrating all history raises cost and risk without much operational value, but finance and audit needs should decide.

#### What is the most common cause of delay?

**Answer:** Late discovery of customizations, interfaces and custom reports, followed by limited key-user availability for testing. An early, honest inventory prevents most of this.

#### Is this specific to QAD?

**Answer:** The terminology is QAD, but the structure of inventory, fit-gap, data rehearsal, testing, cutover and hypercare applies to most ERP migrations. Adjust names for your target.

## Search terms

QAD EE to Adaptive ERP checklist, QAD Enterprise Edition migration, QAD cloud migration plan, QAD Adaptive ERP project plan, QAD data migration checklist, QAD cutover checklist, QAD customization retire replace rebuild, QAD migration steps

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