SourceTier

Template

Implementation checklist

Before signing

  • [ ] Requirements traced to contract or SOW
  • [ ] Integration list agreed, with who builds what
  • [ ] Data migration scope and owner named
  • [ ] Security review complete, findings closed or accepted
  • [ ] Success measures and baseline recorded

Setup

  • [ ] Identity provider connected, roles defined
  • [ ] Master data loaded and reconciled (suppliers, items, users)
  • [ ] Integrations tested end to end with real data
  • [ ] Approval thresholds configured and tested

Go-live

  • [ ] Training done, per role, with materials available
  • [ ] Support path defined for the first 30 days
  • [ ] Rollback plan agreed

After

  • [ ] 30-day review against success measures
  • [ ] Open issues logged with owners
  • [ ] Contract obligations calendar started (renewal, price change, exit)