Value Proposition: Post Go-Live Runbook protects you during the critical two weeks after Go-Live: the system is “running” but the numbers are not closing, and issues recur because there is no Owner, no escalation, and no clear definition: what is an “Integration Error”? What is a “Data Error”? What is preventing Month-End? This Runbook transforms operations into a reviewable routine: Daily checks → Weekly controls → Month-End close → Incident triage → Escalation → Evidence & sign-off.

In 20 Seconds: What Will You Get?

• Daily ERP Ops Checklist: Daily ERP tasks (Jobs/Interfaces/Posting/Exceptions) with Evidence for each item.
• Weekly Controls: Weekly checks (Control accounts, aging sanity checks, unmatched items).
• Month-End after ERP: Runbook for closing the first month after Go-Live (Freeze/Close/Adjustments/Tie-outs).
• Integration Error Management: Framework for Integration Error Management: Classification + Root cause + Reprocessing + Financial impact.
• Escalation Playbook: Issue Escalation Procedures (from L1 → L2 → Vendor/IT) with clear SLA.
• Hypercare Tracker: Issue log + Impact on AR/AP/Inventory/Posting + Repair timeline.
• Sign-off Pack: Operations delivery index + Approval signatures for the first week/month.

CTA related to outputs: Receive Daily/Weekly/Month-End Checklists + Integration Error Log + Escalation Matrix ready for implementation.

Suitable For

• Finance Ops / GL Team: Consistent daily operations and filtering exceptions before they turn into TB variances.
• ERP Support Lead / PMO: Managing Hypercare, escalation, and tracking SLA with the Vendor/IT.
• Internal Controls / Audit: Documenting operational evidence (Jobs/Interfaces/Controls) and linking it to closing.

Not Suitable For

• If you are still pre-Go-Live and need a Cutover/Go-Live readiness plan — this is a post-Go-Live package.
• If you are looking for a “technical solution” to fix the integration itself (Integration development) — this Runbook is for operations, escalation, and documentation.

Without the Runbook / With the Runbook (Brief Comparison)

Before Use: 5 Symptoms That Post Go-Live Operations Are Unstable

• Jobs/Interfaces fail and no one knows “did it fail today or yesterday?” and there is no official Log.
• Accumulation of “Unposted/Errored” transactions that are discovered at month-end as TB variances.
• There is no classification of errors: Data issue vs Mapping issue vs Integration issue, wasting the team’s time.
• There is no escalation path or SLA, so the issue remains “open” and recurs daily.
• The first Month-End after Go-Live occurs without tie-outs or a clear JE log, resulting in untraceable Adjustments.

How Does the Post Go-Live Runbook Work Practically?

The idea: to transform “ERP Operations after Go-Live” into Monitoring + Exception Triage + Closing processes. Each task has: Owner, Execution Time, Evidence, and Escalation Criteria. The ultimate goal is to produce a Month-End with a balanced TB and a deliverable closing file.

Implementation Method (3 Steps)

Step 1: Preparation and Report Collection

• Prepare a list of Integrations/Interfaces (Payment gateways/Banks/Payroll/Inventory/Store, etc.) and link them to an Owner.
• Identify daily reports that validate operational integrity: Job monitor, Interface status, Error queues, Posting batches.
• Identify Control accounts and TB extracts that will be used in weekly/monthly tie-outs.

Step 2: Reconciliations + Matches + JE Log

• Run Daily checklist: Monitor errors, classify them, and determine if they need Reprocessing or Fix data or Fix mapping.
• Manage integration errors through Error log: Root cause + workaround + Financial impact + Responsible party.
• Record any necessary adjustments in the JE Log (especially during Hypercare) with a Reference linking it to a clear reason.

Step 3: Adjusted TB + Lists + Closing Pack

• Before closing: Run Weekly controls/tie-outs to filter Unmatched/unposted before they turn into significant variances.
• At Month-End: Run Month-End runbook after ERP: closing periods, reconciliations, tie-outs, and producing Adjusted TB.
• Compile the closing pack for the first week/month: checklists + logs + tie-outs + approvals + sign-off.

Runbook Components (Clear Inventory)

1. Post Go-Live Runbook (DOCX/PDF)
   • Practical Purpose: Standardizing post-Go-Live operations: What do we monitor? What do we close? What do we escalate?
   • When to Use: Daily during Hypercare and then adopted as BAU reference.
   • Resulting Evidence: Runbook with Version/Sign-off.
2. Daily Checklist (Jobs/Interfaces/Posting/Exceptions)
   • Practical Purpose: Daily ERP tasks to close exceptions before they accumulate.
   • When to Use: Every business day (Day-1 and beyond).
   • Resulting Evidence: Daily log + Pass/Fail result + Evidence reference.
3. Weekly Controls & Tie-outs
   • Practical Purpose: Weekly checks to prevent subledgers from “diverging” from GL before closing.
   • When to Use: Weekly (or twice weekly in the first two weeks).
   • Resulting Evidence: Tie-out summary + variance list + resolution decision.
4. Integration Error Log + RCA
   • Practical Purpose: Managing integration errors as cases: Root cause (RCA) + Reprocessing + SLA.
   • When to Use: As soon as any Error appears in an Interface or Job.
   • Resulting Evidence: Error log + Status (Open/Resolved) + Financial impact + Owner.
5. Incident Triage Sheet (Finance/IT/Vendor)
   • Practical Purpose: Sorting the issue: Data vs Configuration vs Integration vs User process, to direct it to the correct party.
   • When to Use: Daily during Hypercare.
   • Resulting Evidence: Triage decision + Escalation party + Resolution time.
6. Escalation Matrix + SLAs
   • Practical Purpose: Issue escalation procedures: When to escalate? To whom? What is the SLA? What is the impact of delays on closing?
   • When to Use: When exceeding a specified time or high financial/operational impact.
   • Resulting Evidence: Escalation log + Approvals + Closure date.
7. Month-End after ERP Runbook + Close Checklist
   • Practical Purpose: Month-end closing tasks after ERP: closing periods, preventing Postings, opening/closing Modules, reconciliations, Tie-outs, Adjusted TB.
   • When to Use: First month after Go-Live and then reused with improvements.
   • Resulting Evidence: Close checklist + JE log references + pack index.
8. Hypercare Dashboard (Day+1 → Day+30)
   • Practical Purpose: Monitoring dashboard: number of errors, their impact, average closure time, risks to Month-End.
   • When to Use: Daily/Weekly in Hypercare meetings.
   • Resulting Evidence: Dashboard supporting resource and escalation decisions.
9. Sign-off Pack (Operations + Close)
   • Practical Purpose: Proving “operational stability” through Checklists and Logs and weekly/monthly signatures.
   • When to Use: At the end of each week in the first month + end of the first Month-End.
   • Resulting Evidence: Pack index + Version/Sign-off + Archiving.

What Should Be Included in the Delivery?

• 01-Post-GoLive-Runbook.docx: Post-Go-Live operational runbook + Roles + Update policy.
• 02-Daily-Checklist.xlsx: Daily ERP tasks + Evidence references.
• 03-Weekly-Controls-Tieouts.xlsx: Weekly tie-outs + variance log.
• 04-Integration-Error-Log.xlsx: Integration error management + RCA + Reprocess + SLA.
• 05-Incident-Triage.xlsx: Triage template to identify escalation party (Finance/IT/Vendor).
• 06-Escalation-Matrix-&-SLAs.xlsx: Issue escalation procedures + levels + times + approvals.
• 07-MonthEnd-After-ERP-Runbook.xlsx: Month-end closing tasks after ERP + Close checklist + gates.
• 08-JE-Log.xlsx: Hypercare/Month-End JE log + References.
• 09-Hypercare-Dashboard.xlsx: Day+1 → Day+30 monitoring dashboard.
• 10-Signoff-Pack.docx: Weekly/Monthly approval minutes + evidence index.
• 11-Archiving-Map.docx: Backup structure + Naming convention for documentation.

After Implementation (Two Points Only)

• Operational Outcome for the Team: Operations become Routine: Daily checks filter exceptions, Weekly controls prevent variance accumulation, and Month-End proceeds steadily after ERP.
• Control/Audit Outcome: Reviewable operational evidence: Logs + Tie-outs + JE references + Escalations with Version/Sign-off proving what happened, when, and why.

FAQ — Questions Before Purchase

Is the Runbook specific to a certain ERP system?

No. It is Vendor-agnostic. It will work with any ERP as the approach relies on: Monitoring logs, error queues, TB/GL extracts, and tie-outs.

Does it cover ERP operations after Go-Live only daily?

It covers Daily ERP Tasks + Weekly checks + Month-End tasks after ERP (Month-End) + Hypercare.

How does it differentiate between an Integration Error and a Data Error?

There is an Incident triage sheet to classify the error: Data/Mapping/Configuration/Integration/User process, then determine the Owner, escalation path, and SLA.

Does it actually include issue escalation procedures?

Yes: Escalation matrix with levels L1/L2/Vendor/IT, and escalation criteria (Time/Impact/Close risk) with an escalation log and closure date.

Does it assist in the first Month-End after Go-Live?

Yes. There is a Month-End after ERP runbook: closing periods, preventing Postings, reconciliations, tie-outs, JE log, and producing Adjusted TB.

Does it include managing integration errors with payment gateways/banks/payroll?

Yes, as an operational approach: Error log + RCA + Reprocess + SLA + Financial impact. The technical integration solution (development) remains the responsibility of the IT/vendor team.

Is it suitable for multi-branch or entity companies?

Yes. Checklists and tie-outs can be applied for each entity/branch with a consolidated Hypercare dashboard to identify the most affected units.

What is the recommended duration for Hypercare?

The Runbook is structured for the Day+1 → Day+30 phase by default, and it can be adjusted based on integration complexity and operational volume.

Ready to Stabilize Operations after Go-Live before the First Month-End?

Outputs: Daily/Weekly/Month-End Runbook + Integration Error Log + Escalation Matrix + Hypercare Pack.