Validate Data and Configuration
Before go-live, verify that essential records have been migrated, reconciled, and approved. The review should cover customer and vendor masters, product and inventory records, open sales orders, open purchase orders, pricing, terms, and outstanding balances where applicable. Compare source-system totals with the converted Hedberg records and investigate differences before authorizing production use.
- Master data: Confirm customer identifiers, vendor details, payment terms, addresses, product codes, and required fields.
- Open transactions: Reconcile open orders, receipts, invoices, deposits, and other outstanding items against approved migration totals.
- Configuration: Check tax rules, price lists, warehouses, approval limits, document numbering, and user roles.
- Financial mapping: Verify that transaction types post to the intended general ledger accounts and align with the dealer’s chart of accounts.
Document each reconciliation result and obtain approval from the person responsible for the relevant data or financial control. This gives the team a traceable basis for confirming that opening records are complete and usable.
Test Critical Dealer Workflows
Use realistic test scenarios to confirm that Hedberg supports the full transaction lifecycle, rather than testing each screen in isolation. Follow a customer order from entry through inventory allocation, delivery, invoicing, and payment-related recording. Test purchasing from requisition or approval through purchase order creation, receipt, vendor invoice processing, and accounting treatment.
Include exceptions that occur in normal dealer operations, such as partial shipments, backorders, substitutions, customer deposits, returns, credit adjustments, and changes to order quantities. For procurement, verify that purchasing approvals, spending authority, and receiving records agree with the organization’s policies. Confirm that users can identify the current transaction status and locate the records needed to resolve discrepancies.
Record the expected result, actual result, tester, date, and any corrective action for each scenario. Business owners should sign off on workflows that affect customer commitments, inventory availability, vendor obligations, or revenue recognition.
Confirm Integrations and Financial Reporting
Review every connection between Hedberg and external systems, including accounting platforms, payment services, reporting tools, e-commerce applications, and other systems used by the dealer. Confirm that data moves in the expected direction, required fields map correctly, and failed transactions can be identified and reprocessed through an approved procedure.
The ERP Integration Layer: How It Powers Finance Automation is a useful reference point when assessing how ERP data and connected finance workflows exchange information. Teams should validate the actual integrations in their own environment, including transaction timing, duplicate prevention, and reconciliation procedures. For broader platform or migration decisions, the Cloud ERP System Evaluation Checklist: Guide for 2026 can help frame evaluation criteria around integration needs and operational fit.
Test financial outputs using representative transactions. Check sales and purchase postings, tax treatment, customer and vendor balances, inventory valuation, and period-end reports. Verify that the general ledger reflects approved transactions and that finance users can trace totals back to source documents. Differences should be explained, assigned, and resolved or formally accepted before cutover.
Prepare Users, Controls, and Support
Confirm that each employee has the access required for their role and no unnecessary permissions. Train sales, purchasing, warehouse, installation, customer service, and finance teams on the tasks they perform, with special attention to approvals, corrections, and exception handling. Make training practical by using scenarios drawn from the dealer’s own operations.
Go Live Readiness means that people, processes, data, and technology have met agreed criteria for production use. It should be supported by evidence, not by the completion of a calendar date alone. Define Go Live Support arrangements before launch, including the support contact, escalation route, issue priority, response expectations, and process for communicating fixes to users.
Maintain a single issue log with a named owner and target resolution date. Identify which issues must be resolved before launch and which can be managed after launch under an approved plan. Assign a decision-maker who can authorize the final cutover based on documented acceptance criteria.
Execute Cutover and Monitor Early Operations
Create a timed cutover plan covering the final data extract, transaction freeze where required, migration, reconciliation, access activation, integration checks, and business approval. Define who performs each action and who confirms completion. Keep a record of opening balances and outstanding transactions so the team has a clear baseline for post-launch reconciliation.
System Go Live is the point at which the production environment becomes the active system for agreed business operations. During the initial operating period, review transaction processing, order fulfillment, inventory movements, invoice posting, integration status, and user-reported issues more frequently than usual. Compare early results with the approved baseline and route discrepancies to the appropriate owner.
For example, if the migrated open purchase order total does not match the approved source total, the finance and purchasing teams should identify whether the difference comes from omitted orders, changed statuses, or duplicate records before relying on the new balance for purchasing and accrual decisions.
Summary
A practical Hedberg Go-Live Checklist verifies data, configuration, dealer workflows, integrations, financial reporting, user readiness, support arrangements, and cutover controls. Each check should have an owner, an objective acceptance criterion, and recorded evidence. When the business leads approve the critical checks and the cutover plan is complete, the dealer can begin operating in Hedberg with clearer accountability, more reliable records, and stronger continuity across operational and finance teams.