# ERP pilot acceptance checklist

- Name the priority workflow, business owner and technical contact.
- Define a starting record and an observable final outcome.
- Use fictional or appropriately sanitized sample records.
- Include cancellation, correction, reassignment and a missing upstream record.
- Confirm each user can perform their intended work and cannot cross restricted boundaries.
- Document import mappings, rejected records and relationship reconciliation.
- Verify exports include the records and attachments needed for an exit or recovery.
- Exercise the supported restoration procedure and record the outcome.
- Agree a cutover stop condition and recovery authorization owner.
- Train staff using representative daily tasks and exception handoffs.
- Record unresolved limitations, owners and acceptance decisions.
- Hand over versions, support contacts, access ownership and follow-up review timing.

This is an editable working checklist. It does not certify any product, security practice or compliance outcome.