The complete 8-phase implementation roadmap for wholesale distributors. 150+ actionable checklist items covering everything from pre-assessment to post go-live optimization.
Checklist Items
Migration Phases
Pages
Week Timeline
Assessment
Planning
Data Migration
Testing
Training
Go-Live Prep
Go-Live
Optimization
Every phase of your ERP migration covered with actionable checklist items to keep your project on track.
Phase One
Executive readiness, current state assessment, data quality audit, and resource planning.
27 checklist items
Phase Two
Project planning, data standardization, system configuration, and integration development.
30 checklist items
Phase Three
Master data migration, pricing data, transactional data, and migration validation.
28 checklist items
Phase Four
Functional testing by area, integration testing, and user acceptance testing (UAT).
35 checklist items
Phase Five
Training preparation, role-based training completion, and competency validation.
17 checklist items
Phase Six
Final readiness, cutover planning, support planning, and stakeholder communication.
22 checklist items
Phase Seven
Go-live day checklist, first week validation, and issue management.
17 checklist items
Phase Eight
Stabilization, system optimization, and formal project closure.
18 checklist items
This isn’t a generic project plan. It’s a proven methodology refined across hundreds of wholesale distribution ERP implementations.
Department-Specific Testing
Counter/POS, inventory, purchasing, sales, and finance testing checklists
Data Migration Framework
Item master, customer, vendor, pricing, and transactional data checklists
Integration Checklist
eCommerce, EDI, vendor feeds, payment processing, shipping carriers
Timeline Summary
16-20 week implementation roadmap with phase deliverables
Sample: Data Quality Assessment
Phase 1 — Pre-Implementation
Implementation Timeline
Typical implementation timeline for mid-market wholesale distributors
Pre-Project
Assessment
Weeks 1-8
Planning & Config
Weeks 6-12
Data Migration
Weeks 10-14
Testing
Weeks 12-16
Training
Weeks 15-16
Go-Live Prep
Week 17
Go-Live
Weeks 18-28
Optimization
Instant access to the complete migration playbook
A typical mid-market wholesale distributor ERP implementation takes 16-20 weeks, covering 8 phases from pre-assessment through post go-live optimization. Complex multi-branch operations may require additional time.
Six critical factors: Executive sponsorship, dedicated resources with protected time, clean data before migration, comprehensive change management, realistic timelines, and adopting best practices rather than replicating legacy processes.
Data cleanup should begin at least 90 days before go-live. This includes auditing item master data, customer master data, vendor data, and pricing data for duplicates, inconsistencies, and accuracy issues.
Key integrations include eCommerce order sync, EDI transactions, credit card processing, shipping carriers, vendor price file imports, and banking/ACH connections. Each requires thorough testing and error handling validation.
Cloud ERP for wholesale distributors. Modern UX, reliable operations, and scalable performance.
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