ERP Cutover Runbook Template for Infor VISUAL and XA Migrations
A cutover weekend fails when the plan lives in someone's head. This runbook template gives you a single document with freeze time, ordered tasks, owners, go or no-go criteria and a rollback line that everyone has agreed in advance.
Fill in
ERP Cutover Runbook Template for VISUAL and XA Migrations
Cutover runbook
Company: Northfield Machine Works Project: VISUAL to CloudSuite Industrial go-live Cutover lead: A. Morgan Legacy freeze: 2026-11-13 18:00 Go-live: 2026-11-16 06:00 Support: Hypercare desk, extension 4100
Go or no-go criteria
Trial balance ties to legacy within agreed tolerance. Open work orders and inventory counts reconcile. Key interfaces pass test messages. Users can sign in and print shipping documents.
Task sequence
| Step | Task | Owner | Start | Duration | Done |
|---|---|---|---|---|---|
| 1 | Announce freeze and stop new transactions | 2026-11-13 18:00 | |||
| 2 | Back up legacy database | ||||
| 3 | Extract and load final master data | ||||
| 4 | Load open orders, work orders and balances | ||||
| 5 | Reconcile inventory and financial balances | ||||
| 6 | Test interfaces and printing | ||||
| 7 | Go or no-go decision | 2026-11-15 20:00 | |||
| 8 | Open system to users | 2026-11-16 06:00 |
Rollback plan
If criteria are not met by 2026-11-15 20:00, the cutover lead calls a rollback. The legacy system is restored from the backup taken in step 2 and users are told when to resume. Record every transaction keyed into the new system for reentry later.
Approvals
A planning template. Replace the sample tasks with your own detailed steps, durations and dependencies.
Cutover plan review
An optional review of your cutover plan and reconciliation approach.
Optional. The tool and every export work without this. No spam.
How to use the template
Fill in the header fields with real dates and names, then agree the criteria with the sponsor before the weekend, not during it. Expand the task table to cover every step, including small ones like printer setup. Export the document and keep a printed copy with the cutover lead.
- Rehearse the sequence at least once with real data volumes
- Give every task one owner, not a team
- Set the rollback deadline while there is still time to execute it
Why go and no-go criteria matter
Without written criteria, the decision becomes emotional by Sunday night. Measurable tests such as trial balance agreement, inventory reconciliation and interface test messages keep it factual. Rollback has a cost, but it is much smaller than operating on bad balances. Decide the tolerance for differences up front.
Common mistakes
Common failures include an unrehearsed data load that takes twice as long as planned, no one assigned to the printed documents the floor needs, and unclear communication to customers and suppliers about the switchover.
- Load time never measured
- Shipping documents and labels not tested
- No hypercare staffing for the first week
Frequently Asked Questions
Is this tied to a specific ERP?
No. It is written for moves away from Infor VISUAL or XA but the structure works for any ERP cutover. Replace the task rows with the steps from your own implementation plan.
How long should a cutover take?
It depends on data volume, number of interfaces and how well rehearsed it is. Many mid-size shops plan a weekend, but your rehearsals should give the real durations.
Who decides to roll back?
The project sponsor and cutover lead, using criteria agreed in advance. Write the names on the document so nobody has to guess in the moment.
What is hypercare?
A period after go-live, often one to four weeks, with extra support staff on call to fix issues quickly. Plan its staffing and exit criteria before go-live.
If you want a second pair of eyes on a cutover plan or scripts for reconciliation, talk to us. The template is free and works alone.
Related Tools
VISUAL to CloudSuite Data Cleanup Worksheet
Track record counts, cleanup effort and owners for each master data object before a VISUAL to CloudSuite Industrial migration.
ERP Migration & SelectionInfor XA (MAPICS) Custom Modification Inventory Worksheet
List every XA modification, score value and complexity, and see a priority score to guide keep, replace or retire decisions.
Discrete ManufacturingInfor VISUAL Engineering Change Notice Template
A fill-in ECN form covering part revision, engineering master and BOM changes, open work order impact and approvals, ready to export.
Compliance & ContractsInfor XA (MAPICS) User Access Review Worksheet
Review each user profile, last sign-on, role and conflicting duties, with a days inactive figure and review decision.
More ERP Migration & Selection tools
See all- ERP TCO Comparison Calculator (5-Year)
- ERP Migration Risk Assessment
- Data Migration Effort Calculator
- ERP Selection Scorecard for Manufacturers
- ERP Go-Live Readiness Checklist
- ERP Change Management Readiness Assessment
- ERP Integration Complexity Calculator
- Cloud vs On-Premise ERP Cost Calculator
- ERP Upgrade vs Replace Assessment