1. Name the project owner
Assign a person who can coordinate departments, confirm requirements and obtain decisions. A software vendor cannot replace internal process ownership.
2. Confirm the first-phase scope
- Legal entities, branches and locations
- Modules, users and approval levels
- Required reports and opening data
- Integrations and devices
- Items explicitly excluded from the phase
3. Prepare and validate data
Identify source files, responsible owners, duplicates, missing codes and opening balances. Keep an approved copy of the data used for migration and reconcile totals after import.
4. Test complete scenarios
User acceptance testing should cover normal work, corrections, rejected approvals, returns, reversals, permissions and reports. Record issues with clear expected results.
5. Plan training and launch
Train people by role, confirm production access and backups, choose a launch date and define how urgent issues will be communicated. Preserve the approved scope and handover records.
6. Review after real use
After launch, compare actual work with the approved process. Separate defects from new requests and prioritize improvements through controlled changes.