Post-Migration Validation Checklist
Practical educational information for migration planning. Verify product-specific requirements against current official documentation.
Compare key balances
Use the same reporting periods and filters when comparing selected balances. Investigate material differences instead of assuming they are errors.
Review lists and master data
Check customers, vendors, accounts, products or services and other lists used by everyday workflows.
Test everyday workflows
Test important invoicing, payment, reconciliation, reporting and other business processes using controlled procedures.
Review connected services
Confirm important integrations follow current provider procedures and expected data flows work.
Check reports
Run reports selected during preparation and compare them with documented source results.
Record exceptions
Maintain an issue list until each material exception has been investigated and its resolution documented.
Do not rush sign-off
If important records cannot be explained or key workflows are unavailable, investigate before considering the project complete.