Implementation checklist

1. Kickoff and ownership

• Name the executive sponsor, implementation owner, IT owner, and workflow owners.
• Agree on scope, success measures, decision dates, and the target go-live date.
• Complete What we need from your company.
• Establish a secure channel for credentials and restricted configuration material.

2. Workspace configuration

• Approve company branding, default time zone, and enabled modules.
• Document the lending stages, roles, approval paths, capital sources, and credit criteria.
• Confirm which templates and exports need customer branding.
• Identify any policy or workflow that must be resolved before users begin testing.

3. Identity and core connections

• Configure the chosen identity provider and approved email domains.
• Add a small pilot group with administrator and standard-user coverage.
• Connect and test the deal intake mailbox.
• Connect Slack if it is part of the approved launch scope.
• Record owners and renewal dates for customer-managed applications or credentials.

4. Data preparation

• Inventory source systems and nominate a source of truth for each record type.
• Send representative, non-sensitive samples before the main data handoff.
• Approve field mappings, duplicate rules, historical cutoff dates, and exception handling.
• Load the agreed initial records and reconcile counts and key totals.

5. Validation and training

• Run an opportunity from email intake through deal review and underwriting.
• Test access for an administrator, a standard user, and a blocked user.
• Verify documents, notifications, branded outputs, and exports.
• Train each team on the workflows and modules it will actually use.
• Record defects, assign owners, and retest resolved items.

6. Launch and handoff

• Complete the go-live checklist.
• Approve the production launch and any final data cutoff.
• Confirm support contacts, escalation paths, and configuration-change authority.
• Schedule the first adoption and data-quality review after launch.

Your implementation lead should keep this checklist as the shared launch record and identify the owner and evidence for every completed item.