Technical and procurement reviews are easier when software requirements, responsibilities and evidence are organized before purchase. This checklist helps engineering, IT, security and purchasing teams evaluate a proposed GAEA deployment without confusing product features with organizational controls.
Business and workflow scope
- Products and modules required
- Number and roles of users
- Projects, offices and field locations included
- Required imports, exports and integrations
- Reporting, visualization and validation requirements
- Pilot and acceptance criteria
Licensing
- Perpetual or subscription model
- Single-user or network licensing
- Concurrent-user requirements
- Maintenance, upgrades and support terms
- Test, training or disaster-recovery environments
- Process for adding or transferring licenses
Infrastructure and compatibility
Confirm current system requirements for the exact product and version. Document supported operating systems, database components, storage, network access, display requirements, field-device requirements and any ports or services needed for the approved architecture.
Use the current GAEA system requirements and deployment and security information as starting points rather than relying on assumptions from an older installation.
Identity and access
- User provisioning and removal
- Role and permission design
- Administrative responsibilities
- Network and remote-access controls
- Password and account policies applicable to the deployment
- Periodic access review
Data protection and governance
- Data owner and system owner
- Storage locations and file permissions
- Backup, restore and retention requirements
- Encryption and secure-transfer requirements
- Logging, audit and revision expectations
- Incident and business-continuity responsibilities
Migration and validation
- Source-system inventory
- Approved field and unit mapping
- Template and report conversion
- Reconciliation tests
- Exception handling
- Source-data retention
Implementation and support
- Named customer and GAEA contacts
- Configuration and training scope
- Support channels and escalation
- Update and maintenance process
- Go-live acceptance and post-launch review
Need documentation for an internal review? Contact GAEA with the proposed products, user count and deployment model.