Checklist

MES & ERP integration practical checklist

A stepwise, interactive checklist to align master data, event contracts, genealogy, and inventory transactions between MES and ERP. Assign owners, track readiness, capture links to data contracts, and record pilot success criteria.

Interactive Tool

MES & ERP integration practical checklist

Use this checklist as your MES–ERP integration playbook. For each section: assign an owner, mark readiness, capture notes and evidence links, and track pilot readiness. This is a living record you can save and revisit during pilots and rollouts. The checklist covers shared master data, event contracts, error handling and reconciliation, time synchronization, governance, and rollout planning.

Tip: paste or link sample data contracts, canonical master-data sources, and mapping spreadsheets in the Notes/Links fields so pilots can access them easily.

Have you defined reconciliations for BOM, routing, part IDs and chosen the canonical master data source?
Person or role responsible for maintaining canonical master data and mappings.
Record mappings, sample IDs, links to data contracts, or mapping spreadsheets.
Start, stop, scrap, genealogy, and other messages should be specified with payloads and schemas.
Person or role accountable for event schema and versioning.
Include sample payloads, schema versions, topic/queue names, and mappings to ERP fields.
Define retry policies, dead-letter handling, reconciliation frequency, and owners for exceptions.
Record reconciliation cadence, manual interventions, and tooling used for automatic fixes.
Confirm NTP sources, timestamp format, timezone handling, and event ordering rules to avoid out-of-order events.
Ensure each contract has an owner, versioning approach, and a documented change-control workflow.
Include change-control steps, approval gates, and roll-back plans.
Choose the approach that minimizes operational risk for your organization.
Describe where the first pilot will run.
Define measurable criteria (e.g., reconciliation <1% manual fixes, traceability end-to-end, <X minutes scheduling lag).
Paste URLs or brief instructions for where artifacts are stored.
Estimate expected percentage improvement or risk reduction to help prioritize.
1 = low confidence, 5 = high confidence
1.0 10.0
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