Master Checklist Hub

Implementation Checklists

Your complete guide to NetSuite implementation execution. Follow these checklists in sequence to ensure nothing is missed during security setup, data migration, and go-live.

177
Checklist Items
5
Checklists

Implementation Roadmap

Complete these checklists in order. Sub-checklists (IE-3, IE-4) are detailed breakdowns of specific tasks within the master migration sequence.

1
Security
IE-1
→
2
Migration
IE-2
↳ IE-3
↳ IE-4
→
3
Cutover
IE-5
                            flowchart LR
                                subgraph Phase1["1. Security"]
                                    IE1["IE-1\nSecurity Roles"]
                                end

                                subgraph Phase2["2. Migration"]
                                    IE2["IE-2\nMigration Sequence"]
                                    IE3["IE-3\nAR Import"]
                                    IE4["IE-4\nAP Import"]
                                    IE2 --> IE3
                                    IE2 --> IE4
                                end

                                subgraph Phase3["3. Cutover"]
                                    IE5["IE-5\nCutover Runbook"]
                                end

                                Phase1 --> Phase2
                                Phase2 --> Phase3

                                style IE1 fill:#f3e8ff,stroke:#7c3aed
                                style IE2 fill:#ffe4e6,stroke:#f43f5e
                                style IE3 fill:#ecfeff,stroke:#0891b2
                                style IE4 fill:#ecfeff,stroke:#0891b2
                                style IE5 fill:#d1fae5,stroke:#10b981

Implementation Checklists

Click any checklist to open it. Progress tracking available on individual checklist pages.

1
Security & Access Setup
🔒
IE-1
Security Roles & Permissions
Configure user roles before granting system access. Covers role planning, Separation of Duties (SoD), permission assignment, and ongoing audit.
📝 42 items 📅 6 phases
2
Data Migration
📋
IE-2 MASTER SEQUENCE
Data Migration Sequence
The master import order for all data types. Follows the tier-based dependency model: Foundation → Classifications → Entities → Items → Transactions.
📝 45 items 📅 6 phases
🔗 The following are sub-checklists of IE-2
💰
IE-3 SUB-CHECKLIST
AR Open Invoice Import
GAAP-compliant methodology for importing open Accounts Receivable invoices using the clearing account approach.
📝 51 items 📅 6 phases
💳
IE-4 SUB-CHECKLIST
AP Open Invoice Import
GAAP-compliant methodology for importing open Accounts Payable bills using the clearing account approach.
📝 51 items 📅 6 phases
3
Cutover Execution
🎉
IE-5
Cutover Weekend Runbook
Minute-by-minute execution checklist for the go-live weekend. Covers system freeze, data extraction, loading, validation, and Go/No-Go decision.
📝 45 items 📅 6 phases
💡

How to Use These Checklists

1. Start with IE-1 (Security) to set up roles before users access the system.
2. Use IE-2 as your master migration plan, opening IE-3/IE-4 when you reach the Open Transactions phase.
3. IE-5 is your execution guide for the actual cutover weekend.
4. Progress is saved locally in your browser - you can close and return anytime.