How to use the checklists

Use the relevant checklist for the next decision, rather than completing every section in one meeting. For each open item, note the owner, the answer still needed and the evidence that will close it.

For example, “data reviewed” is too broad. “The controller has reconciled open receivables by customer and currency, with the remaining differences recorded” gives the team a result it can verify.

1. Define the outcome

  • Name the operating problem

    Describe the task or decision that is difficult today, the people affected and a representative example. Keep the description specific enough to recognize after the change.

  • Capture a baseline

    Agree how effort, delay, exceptions or another useful measure will be recorded. Identify the person who can obtain it and the limits of the data.

  • Choose a realistic first scope

    List the process, entity, role and system boundaries. Write down what the first delivery will leave for later.

  • Define acceptance

    Describe the result the business owner needs to see. Separate technical completion, user readiness and the longer-term outcome measure.

2. Prepare data for a controlled migration

  • Decide what must move

    Separate master data, open transactions and historical reference. Establish a business reason for the retained history and a way to access anything left behind.

  • Assign cleanup responsibility

    Identify duplicate, incomplete or inconsistent records and the person who can resolve them. Capture the rule rather than correcting every record differently.

  • Prove the mapping

    Try representative records in an approved test environment. Review important field values, relationships and transaction effects with the business owner.

  • Reconcile the result

    Agree record counts, balances or other checks appropriate to the data. Capture rejected records and confirm that they are resolved or explicitly accepted.

3. Review an AI-assisted workflow

  • Bound the task

    State what the capability may read, suggest or change. Identify decisions that remain with a person and information that should not be provided.

  • Define the review

    Name the reviewer, the source they will compare against and what would make an output unacceptable. Plan for missing, ambiguous or conflicting information.

  • Test the difficult examples

    Include ordinary work, exceptions and a case the system should decline or escalate. Keep the expected outcome visible before running the test.

  • Measure the whole job

    Count review and correction effort alongside any faster first draft. Decide what evidence would justify adoption, a narrower scope or stopping the trial.

4. Prepare the operating handover

  • Make ownership findable

    Document who maintains roles, reports, integrations and customizations. Include the business owner for each critical process.

  • Test the support route

    Ensure a user can report a problem with the right context. Clarify how the team distinguishes a defect, a data issue and a new request.

  • Retain usable instructions

    Provide task-focused guidance for normal work and common exceptions. Store it where the people doing the work can find it.

  • Schedule an outcome review

    Agree when the business will compare the result with the baseline. Keep unresolved adoption issues visible rather than assuming a completed launch resolved them.

Keep the checklist close to the project.

Copy the relevant prompts into your working record and remove those outside your scope. Add the system, owner and expected result beside each item. The linked Oracle documentation provides product-specific detail for migration and testing.