Eight items that must be complete before the 30-day clock starts. We work through all of these with you.
This checklist is the final gate before the 30-day clock starts, not the starting point. Before we get here, we run a short discovery phase together: initial conversations, a review of your current setup and a collaborative working session to work through each item below. We do this with you, not hand it to you and wait.
Once all eight items are complete, we schedule your kick-off call and the 30-day window opens. The guarantee is active from that point.
Your target account structure agreed and approved by your FD or FC before configuration begins. Changes after this point affect the clock.
Trial balances, open AP/AR and transactional history exported from Xero, Sage or QuickBooks using our data template. We supply the template.
A cut-off date confirmed, with a trial balance reconciled to that date. Open AP, AR and agreed master data prior to cut-off are brought in as opening balances. We agree the exact approach with your FD before migration begins, this is a collaborative step, not something you need to figure out alone.
Bank accounts, VAT registrations and tax codes documented and verified. HMRC MTD configuration requires your VAT number and filing period confirmed.
One person on your side with the authority to make decisions and time in their diary. Implementations stall when decisions need escalation. This person must be available throughout the 30 days.
A complete list of who needs access, what role they perform in the business, and what approval permissions they hold. This drives the permission structure built into NetSuite.
A committed cut-over date agreed and blocked in your team's calendars. Your project owner and key finance users need to be available for go-live and the first days of live running immediately after.
The BRD captures the agreed scope, configuration decisions and any specific requirements for your implementation. It is signed off by your project owner. This document locks the scope and formally starts the 30-day clock.
Questions about any item? Call us on 01785 336 253 or email hello@erpexperts.co.uk
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