# ERP projects

> Checklists and decision guides for the big ERP projects in a distribution business, from choosing a system to go-live cutover, month-end close and upgrades.

Source: https://docs.lumina-erp.com/erp-projects/

**In short.** Five projects that decide whether an ERP helps or hurts: choosing the system, going live, closing the month, upgrading and keeping access under control. Each page is a checklist or decision guide you can work through with your team.

Some ERP work happens around the system rather than inside one screen: choosing a system, going live, closing the month, upgrading and reviewing access. These pages are vendor neutral and written for the distributors we work with, whichever system they run.

- [Choosing an ERP for distribution](https://docs.lumina-erp.com/erp-projects/choosing-an-erp-for-distribution.md): How a wholesale distributor should evaluate ERP systems: distribution capabilities, deployment models, total cost, partners, scripted demos and scoring.
- [ERP go-live cutover checklist](https://docs.lumina-erp.com/erp-projects/go-live-cutover-checklist.md): Phase-by-phase checklist for moving a distributor onto a new ERP, from the final rehearsal through cutover weekend, the go/no-go call and 30 days of hypercare.
- [Month-end close for distributors](https://docs.lumina-erp.com/erp-projects/month-end-close-for-distributors.md): The month-end close sequence for a wholesale distributor, from shipping and receiving cutoff through inventory, rebate and freight accruals, to the KPI review.
- [ERP upgrade checklist](https://docs.lumina-erp.com/erp-projects/erp-upgrade-checklist.md): A checklist for an ERP version upgrade, from inventorying customizations and reading release notes to regression testing, rollback and post-upgrade checks.
- [ERP security roles and access reviews](https://docs.lumina-erp.com/erp-projects/security-roles-and-access-reviews.md): Checklist for ERP role design, segregation of duties in distribution, quarterly access reviews, joiners, movers and leavers, shared accounts and audit logs.

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