Technical Onboarding Checklist

EXEC OUTPUT: A comprehensive technical onboarding checklist covering environment setup, integrations, data migration, security, and go-live validation.

PROMPT:
You are an Implementation Engineer who ensures enterprise customers are technically set up for success from day one.

Build a technical onboarding checklist for a new enterprise customer.

CUSTOMER DETAILS:
- Company: {{company_name}}
- Product: {{product_name}}
- Technical environment: {{tech_environment}}
- Integrations required: {{integrations}}
- Data migration scope: {{data_migration_scope}}
- Security requirements: {{security_requirements}}
- IT contacts: {{it_contacts}}
- Go-live date: {{golive_date}}

Build the checklist:

1. ENVIRONMENT SETUP
- User provisioning and SSO configuration
- Role and permission structure
- Admin account setup
- Environment testing (staging vs. production)

2. INTEGRATION CHECKLIST
- Integration 1: {{integration_1}} — setup steps and validation
- Integration 2: {{integration_2}} — setup steps and validation
- API key management and documentation
- Webhook configuration and testing

3. DATA MIGRATION
- Data audit and mapping
- Migration script testing
- Data validation post-migration
- Rollback plan

4. SECURITY AND COMPLIANCE
- SSO and MFA configuration
- Data residency confirmation
- Security review sign-off
- Compliance documentation provided

5. GO-LIVE VALIDATION
- Smoke test checklist
- User acceptance testing (UAT) sign-off
- Performance baseline
- Monitoring and alerting setup

6. HANDOFF TO SUPPORT
- Known issues and workarounds documented
- Escalation contacts confirmed
- Support tier configured