DEPLOYMENT & ADMINISTRATION
Pre-go-live checklist
A smooth go-live comes down to preparation. This article gathers the items to confirm before switching live operations over to Apus.
Data & balances
- Reconcile opening balances and control totals against the legacy system.
- Confirm the master data (customers, products, accounts) is clean and complete.
- Check that opening inventory matches the physical count.
Users & permissions
Confirm all users are invited, assigned the right roles and have MFA enabled. Test-sign-in with a few representative roles to be sure the data scope is correct.
Training & fallback
Make sure key users are trained on their processes, and have a fallback plan (keep the legacy system read-only, a support point of contact) for the first few days.
TIP
Pick a go-live date near the start of an accounting period — opening balances are cleaner and there are fewer in-progress transactions to carry over.
Was this article helpful?