---
title: "Business software implementation checklist | attendo"
description: "Free PDF checklist to implement business software: before, during and after, the data to prepare, migration, training and the KPIs to track after go-live."
url: "https://attendo.me/en/guides/software-implementation-checklist"
lang: "en"
---

# Business software implementation checklist

What you want done before, during and after switching business software, in lists you can tick off: the data to prepare, how to migrate without duplicates, how to train each role and what to measure in the first weeks.

- PDF · 11 pages · 444 KB
- In English
- September 2026 edition

## Who it is for

- Companies switching software or merging several tools into one.
- Project leads who have to coordinate operations, office staff and IT.
- Teams moving from paper or spreadsheets to business software.

## Why we ask for your email

To send you the link and to be able to reply if you write to us about the guide. We do not subscribe you to anything: the newsletter is a separate box, unticked.

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## Your guide is ready

PDF · 11 pages · 444 KB

[See the other guides](https://attendo.me/en/guides)

Cover

Page 5 of 11

## What is inside

- The decisions and preparation before you start, with owner and date.
- The list of data to prepare and the rules for cleaning it before migrating.
- The migration steps and a field mapping template.
- Tests with real cases before go-live.
- A training plan by role.
- Go-live KPIs for weeks 1 to 12 and the 90-day review.

## What you will find inside

1. How to use this checklist
   The four project phases and how to split up the tasks.
2. Before you start
   Goal, scope, team, processes and schedule: the decisions to make first.
3. Data to prepare
   Which data to bring, where it comes from, who cleans it and what not to migrate.
4. Migration
   The steps to import without duplicates, and a field mapping template.
5. Configuration and testing
   What to configure and how to test it with real cases before go-live.
6. Training
   A plan by role and what each person should be able to do before go-live.
7. Go-live
   Cutover day and the first week.
8. Go-live KPIs
   What to measure in weeks 1, 4, 8 and 12 to know whether the implementation works.
9. After: the first 90 days
   The 30, 60 and 90-day reviews, and what usually goes wrong.

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## Other guides

- Template
  [Preventive maintenance plan template](https://attendo.me/en/guides/preventive-maintenance-plan-template)
- RFP template
  [Maintenance software RFP template](https://attendo.me/en/guides/maintenance-software-rfp-template)