Infor M3 Go-Live Readiness Checklist (Free)

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16 critical items still open - these are the highest-risk gaps.

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Data and conversion

Final mock conversion completed and timedCRITICALInventory value reconciled to the general ledger within agreed toleranceCRITICALOpen customer orders reconciled by count and valueCRITICALOpen purchase orders reconciled by count and valueCRITICALOpen AR and AP reconciled to the ledgerCRITICALMaster data owners have signed off customers, suppliers and itemsNumber series and numbering rules confirmedLegacy freeze rules communicated to all departments

Testing

UAT scripts executed for all priority processesCRITICALNo open blocker defectsCRITICALOpen major defects have an agreed workaround and ownerCRITICALOrder to cash smoke test passed in the production tenantCRITICALProcure to pay smoke test passed in the production tenantCRITICALMonth end close tested at least oncePerformance tested with realistic user and data volumesPrinting tested for documents, labels and reports

Security and integration

User roles and permissions reviewed by business ownersCRITICALSegregation of duties checked for finance and purchasingCRITICALAll go-live interfaces tested end to end with partnersCRITICALMonitoring and alerting set up for interface failuresReplay procedure documented for failed messagesSingle sign-on and access paths verified for all user groupsBackup and recovery procedures confirmed with ITCustomer and supplier communication about new documents sent

People and support

End users trained and attendance recordedCRITICALSuper users named for each process areaCRITICALHypercare team and schedule publishedCRITICALIssue logging process and severity levels agreedQuick reference guides available at workstationsGo or no-go criteria approved by the steering groupRollback criteria and procedure documentedSupport handover plan from project to operations drafted

Critical items must all be complete before a go decision. Remaining items should be done or have an agreed owner and date.

Optional readiness review

Share your completed checklist and get comments on open risks before the go or no-go meeting.

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How to use the checklist

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.

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

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

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

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.

Frequently Asked Questions

How early should we start this checklist?

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?

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?

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?

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.

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.

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