# SyteLine Go-Live Readiness Checklist > Source: https://netray.co/tools/syteline-go-live-readiness-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Thirty expert checks across data, testing, people, technical, and cutover workstreams to tell you whether your SyteLine go-live is actually ready. ## Category syteline ## Tool **Kind:** checklist **Groups:** #### Data readiness **Items:** **Text:** Item, BOM, and routing master data validated by business owners, not just loaded **Critical:** true **Text:** Inventory balances counted and reconciled within 2 weeks of cutover **Critical:** true Open orders (customer, purchase, shop) reconciled between legacy and SyteLine Customer and vendor master data deduplicated with payment and shipping terms verified At least two full mock data migrations completed with error rates below 1% **Text:** GL balances and open AR/AP tie out to legacy within agreed tolerance **Critical:** true #### Process and testing **Items:** **Text:** Conference room pilot completed end-to-end: quote to cash and procure to pay **Critical:** true **Text:** Full integration testing passed for every connected system with production-like data **Critical:** true Month-end close simulated successfully in the test environment All critical custom reports and forms tested and signed off by their business owners Regression test results documented with zero open severity-1 defects Business processes documented for every role that changes at go-live #### People and training **Items:** Every user trained on their actual transactions, with hands-on practice in a test company Super users identified and certified in each department, at least 1 per 10 users Training completion tracked and above 95% for transaction-critical roles Executive sponsor engaged and visible; go/no-go criteria agreed in writing Backfill or overtime plan in place for the go-live period workload spike A communication plan tells customers and suppliers about any cutover disruption #### Technical and infrastructure **Items:** **Text:** Production environment sized, built, and load-tested at expected concurrency **Critical:** true **Text:** Backup and restore tested with a successful full recovery drill **Critical:** true Security roles and permissions configured per role and tested by actual users All integrations configured for production endpoints and verified Printing, labeling, and scanning hardware tested at every workstation that ships or receives Performance baseline captured so post-go-live degradation is detectable #### Cutover and support **Items:** **Text:** Hour-by-hour cutover runbook exists with owners and rollback decision points **Critical:** true Rollback plan documented and genuinely executable, not just theoretical Hypercare support model staffed: floor walkers, help desk, and escalation path for weeks 1-4 Partner and Infor support coverage confirmed for the cutover window First week's critical business events identified (shipments, payroll, close) with owners assigned Success metrics defined for the first 30 days: shipments out, invoices posted, order entry rate **Scoring Note:** A team is genuinely go-live ready when at least 90% of all items are checked and every critical item is complete. Any unchecked critical item is a strong argument to delay: the cost of a two-week slip is almost always lower than the cost of a failed cutover. ## Content **Intro:** This free interactive checklist tells you whether your Infor SyteLine or CloudSuite Industrial go-live is genuinely ready, or just scheduled. It covers the thirty checks that separate smooth cutovers from disasters, organized into five workstreams: data readiness, process and testing, people and training, technical infrastructure, and cutover and support. It is built for project managers, IT leaders, and executive sponsors approaching a go/no-go decision who need an objective standard rather than optimistic status reports. Critical items are flagged; leaving any of them unchecked is a data-backed argument to delay. **Sections:** #### How to use this checklist **Body:** Work through the checklist with your full project team four to six weeks before the planned go-live date, not the week before, so there is still time to close gaps. Score each item honestly against evidence: 'training is done' means completion is tracked above 95%, not that sessions were offered. Re-run the checklist weekly as cutover approaches and watch the trend. The critical items are flagged because they correlate most strongly with failed go-lives; a single unchecked critical item, like unreconciled inventory or an untested restore, has sunk otherwise healthy projects. Use the 90% threshold plus all-criticals-complete as your formal go/no-go standard. #### Why go-lives fail: the evidence behind the checks **Body:** Post-mortems of troubled ERP cutovers converge on a short list of causes, which is exactly what this checklist targets: **Bullets:** - Data problems, especially inventory and open-order accuracy, are the top cause of week-one chaos on the shop floor and in shipping. - Skipped or shallow integration testing produces failures that surface only under real transaction volume. - Training measured by attendance rather than competence leaves users unable to ship, receive, or invoice on day one. - Missing rollback plans turn recoverable problems into prolonged crises because nobody can decide to retreat. #### How Netray de-risks your go-live **Body:** If your checklist shows gaps with the go-live date approaching, you have three options: close the gaps fast, delay, or go live anyway and absorb the damage; the third is always the most expensive. Netray provides go-live readiness assessments that independently verify each workstream with evidence, not status-meeting optimism, and deliver a clear go/no-go recommendation to your steering committee. We also staff hypercare: senior SyteLine consultants on your floor for the first weeks, resolving issues before they become backlogs. For teams mid-project, our specialists can parachute into the weakest workstream, most often data migration or integration testing, and pull it back on schedule. **Cta:** Get a free go-live risk review: send us your checklist results and a senior SyteLine consultant will flag your highest-risk gaps within two business days. **Faq:** #### When should we make the go/no-go decision for a SyteLine go-live? **Answer:** Hold a formal go/no-go review two weeks before cutover, with a preliminary checkpoint at four to six weeks out. The early checkpoint matters most because it leaves time to actually close gaps. Define the criteria in writing before emotions run high: our recommended standard is 90% of checklist items complete and 100% of critical items, verified with evidence rather than verbal assurances. #### Is it better to delay a go-live or push through with known gaps? **Answer:** Delay is almost always cheaper. A two-to-four week slip costs some consulting fees and momentum; a failed cutover costs weeks of firefighting, shipment delays, customer trust, and often a partial re-implementation. The exception is minor gaps in non-critical areas with strong hypercare coverage. Any unchecked critical item, unreconciled inventory, failed integration tests, no tested restore, justifies a delay on its own. #### How long should hypercare last after a SyteLine go-live? **Answer:** Plan four weeks of structured hypercare as a baseline: intensive floor support and daily issue triage in weeks one and two, tapering to on-call specialist coverage in weeks three and four. Keep elevated support through your first month-end close, which is where the last major issues typically surface. Multi-site rollouts and heavily customized environments should extend hypercare to six or eight weeks. ## Search terms syteline go live checklist, erp go live readiness, erp cutover checklist, syteline implementation checklist, cloudsuite industrial go live, erp go no-go criteria, erp cutover plan template --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json