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Use this checklist to confirm that everything is in place before your first Neoflo process goes live. Each item maps to work completed across weeks 1–3 of your onboarding — by the time you reach your scheduled go-live date, the list below should be fully checked off.
Consider starting with 20% of your actual transaction volume for the first week post-launch. This gives you a real-data validation window before you cut over fully — and it’s much easier to course-correct on a smaller sample if any edge cases surface unexpectedly.

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1. System Access & Integrations

Your Neoflo integration is only as reliable as the credentials and connections behind it. Verify every item in this section before testing begins.
  • ERP/CRM API credentials provided to Neoflo and confirmed working
  • Integration configured and end-to-end tested with representative sample data
  • Inbound data flows verified (documents and data reaching Neoflo correctly)
  • Outbound data flows verified (processed results writing back to your systems correctly)
  • VPN or IP allowlist configured and confirmed, if required by your network policy
Do not schedule a go-live date until all integration items are green. A broken data flow on day one creates more disruption than a one-week delay.

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2. Process & Business Rules

Neoflo executes exactly the rules you’ve agreed on — no more, no less. Confirm your rules are fully documented and signed off before go-live.
  • Process scope document reviewed, finalised, and signed off by your process owner
  • Business rules and exception logic documented and confirmed accurate
  • Edge case scenarios mapped, discussed, and handling agreed with Neoflo
  • GL codes and cost centre assignments confirmed
  • Approval thresholds and routing conditions confirmed
If your business rules change after go-live (new GL codes, a change in approval thresholds), notify your Neoflo account lead immediately. Rule changes can be deployed quickly — but undocumented changes are the most common source of accuracy dips.

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3. SLAs & Governance

Clear SLAs and escalation paths mean problems get resolved fast when they do occur.
  • Turnaround time, accuracy, and exception resolution SLAs defined and agreed in writing
  • Escalation contacts identified on your side for each SLA category
  • Exception notification preferences set (email, Slack, in-platform — choose what works for your team)
  • Reporting cadence agreed with your Neoflo account lead (weekly ops review recommended for the first 90 days)

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4. Testing

User acceptance testing (UAT) is your final validation gate before real transactions flow through Neoflo.
  • UAT completed using a representative sample of at least 50 real transactions
  • Exception scenarios explicitly tested — not just the happy path
  • Accuracy baseline established and documented (this becomes your week-one benchmark)
  • UAT sign-off received from your process owner
1

Run UAT with Representative Data

Work with your Neoflo onboarding lead to select a sample that reflects your normal volume mix — include a spread of straightforward transactions and known edge cases. Fifty transactions is the minimum; 100–200 gives you higher statistical confidence.
2

Test Exception Scenarios Explicitly

Don’t rely on edge cases appearing naturally in your sample. Introduce known exceptions deliberately: a duplicate invoice, a PO with a price discrepancy, a transaction missing a required field. Confirm each is handled according to your agreed rules.
3

Review the Accuracy Report

After UAT, Neoflo produces an accuracy report comparing outputs against your expected results. Review it with your process SME and confirm the accuracy baseline meets your SLA threshold before signing off.
4

Process Owner Sign-Off

Your process owner (typically your finance or operations lead) reviews the UAT results and formally signs off. This sign-off is the prerequisite for confirming your go-live date.

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5. Go-Live

The final items to confirm before the switch is flipped.
  • Go-live date confirmed in writing with your Neoflo team
  • Hypercare period defined — Neoflo provides heightened support for the first two weeks post-launch
  • Escalation path confirmed for first-week issues (direct contact, not just a support inbox)
  • Your team briefed on what changes for them on go-live day
Hypercare period: For the first two weeks after go-live, your Neoflo team operates on an elevated support model — faster response times, daily check-ins if needed, and proactive monitoring of accuracy and SLA metrics. This is standard for every new process launch. After the hypercare period, you transition to the standard operating cadence agreed in your SLA schedule.

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After Go-Live

Once your process is live, three things happen automatically:
  1. Daily accuracy monitoring — Neoflo tracks straight-through accuracy and flags any drift from your baseline
  2. SLA reporting — turnaround time and exception resolution metrics are available in your Neoflo dashboard in real time
  3. 90-day ROI review scheduled — your account lead will schedule this at go-live; it’s the checkpoint for scaling decisions
If anything feels off in the first two weeks, contact your Neoflo account lead directly or email hello@neoflo.ai. The hypercare period exists precisely for this.