Integration Readiness Checklist
Track prerequisites and data gathering to ensure a smooth implementation.
Summary
Key Risk / Opportunity
Business Impact
Recommended Action
API access to general ledger
Notes: Legacy ERP lacks modern REST API.
Action: IT to provide database views or flat-file export format.
Budget codes and limits
Notes: Provided in Excel.
Action: Map to system departments.
Real-time stock level API
Notes: Checking if current WMS supports webhooks.
Action: Schedule technical sync with WMS vendor.
Warehouse location mapping
Notes: All locations mapped.
Action: Import to master data.
Standardized item codes
Notes: Some duplicates exist.
Action: Procurement to run deduplication exercise.
Unit of measure conversions
Notes: Need kg to roll conversions.
Action: Provide conversion matrix.
Supplier contact & tax info
Notes: Clean list available.
Action: Ready for import.
Compliance documents (FDA, Permits)
Notes: Not all scanned.
Action: Scan and upload to secure drive.
Production yields
Notes: Yields vary by line.
Action: Confirm standard yields for MRP calculation.
Current BOMs
Notes: All current active recipes documented.
Action: Import recipes.
Approval matrices & limits
Notes: Signed off by CFO.
Action: Configure workflow engine.
Backup approvers
Notes: No clear delegation rules.
Action: Define out-of-office delegation.
Quality standards & tolerances
Notes: Standard operating procedures clear.
Action: Digitize checklist.
Supplier scorecard weightings
Notes: Need to agree on penalty for late delivery vs rejection.
Action: Align on scoring formula.
Tolerance for price variance
Notes: Currently manual review.
Action: Define auto-approve variance %.
Tax calculation rules
Notes: Standard VAT rules apply.
Action: Configure tax codes.
Supplier onboarding package
Notes: Need training materials.
Action: Draft communication & manual.
Portal terms and conditions
Notes: Under review.
Action: Legal to provide final text.