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ISO/IEC 27001RazorERP is ISO/IEC 27001:2022 certified. View the certificate for your security review→
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Guides & checklists

Practical checklists for evaluating and adopting an ERP.

Four working checklists drawn from the questions ITAD, recycling, and resale operators ask most.

Checklist 01

Evaluating ERP for ITAD and recycling

Get more from every demo by bringing real work.

See the ITAD solution →
  1. 01Map your workflow from pickup to settlement before you see a demo
  2. 02Bring a real job: a manifest, a contract, and a settlement you issued
  3. 03Ask to see exceptions — shortages, unmatched serials, failed erasures
  4. 04List the integrations you need and who would support them
  5. 05Ask how custody and sanitization evidence reach your clients
  6. 06Include finance in the settlement walkthrough
  7. 07Request security documentation early in procurement
Checklist 02

Preparing for a system migration

Most migration risk is decided before any data moves.

Data migration →
  1. 01Inventory every system and spreadsheet in use today
  2. 02Decide which history must move and which can be archived
  3. 03Clean customer, vendor, and item lists before extraction
  4. 04Freeze grading definitions and location naming
  5. 05Plan cutover around your receiving volume
  6. 06Name an owner for validation in each team
Checklist 03

Scoping an integration

Define the outcome before the mechanism.

Integration directory →
  1. 01Name the business outcome, not just the system
  2. 02List the records involved and which system owns each
  3. 03Decide direction and acceptable timing for each record
  4. 04Define what happens when a transfer fails or a record does not match
  5. 05Identify accounts, licenses, and credentials required
  6. 06Agree who supports the connection after go-live
Checklist 04

Running a vendor security review

Start early; most delays come from late document requests.

Request security documents →
  1. 01Download the ISO/IEC 27001 certificate and read the certified scope
  2. 02Send your security questionnaire early
  3. 03Ask about hosting, backup, and recovery
  4. 04Review roles and access for your team and your clients
  5. 05Confirm data ownership and export at end of contract
  6. 06Review subprocessors and data processing terms

In-depth buyer resources

ScorecardITAD ERP evaluation scorecardRequirements, evidence, open questions.Open →GuideSettlement reconciliationAn illustrative, explainable ledger.Open →PlaybookClient reporting playbookReport structures for each audience.Open →

Articles

ArticleHow to choose ITAD softwareA practical way to compare options.Open →ArticleR2 compliance softwareWhat it should keep track of.Open →ArticleCertificates of data destructionWhat a good certificate includes.Open →ArticleChain of custody in ITADWhat a defensible record looks like.Open →

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