School ERP implementation checklist: before, during and after go-live

Before you start

• Name one owner in the office who will answer questions during the move.
• List the people who will use the system and what each needs to do.
• Write down your fee structure: heads, amounts by class, due dates, concessions and transport fares.
• Collect your class and section list for the current session.
• Decide a go-live date that is not in the middle of the busiest fee week.

Prepare your records

• One row per student, with admission number, class and section.
• A guardian name and phone number for every student. Gaps found now are cheaper than gaps found later.
• Sibling groups, confirmed by the office and not guessed from surnames.
• Fee balances as of a fixed date, agreed between the accountant and the principal.

While records are moved

• Move in batches, not all at once.
• After each batch, compare totals with the old book: number of students, total billed, total collected, total outstanding.
• Look at the rows that did not pass. Fix them or decide to leave them out on purpose.
• Keep the old files, untouched, as an archive.

At go-live

• Run a short practice with the clerk: find a student, collect, print a receipt, correct a mistake.
• Check that the first day's receipts add up to the day's cash and bank totals.
• Confirm who can see and do what, and remove access that is not needed.

In the first month

• At month-end, compare the new system's dues report with your own count for one class.
• Ask the principal whether the reports they get answer their questions.
• Confirm that backups exist and ask how they are checked.

How Aurora works with you

We move your student and fee records with you, in checked batches, and reconcile totals before go-live. The timeline is agreed in writing, because it depends on your records, not on a standard number of days. Book a demo to talk through your school's records.