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Agile and Hybrid Project Management for ERP Programs

A practical playbook for running ERP programs with a hybrid approach: phases plus sprints, backlog and baselines, governance, testing, contracts, metrics and go-live readiness.

Free

Free 43-page e-book. How to combine fixed milestones, sprint-based delivery and strong governance to take an ERP program safely to go-live. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This e-book is a practical playbook for project managers, program leads and solution architects who run ERP implementations such as Dynamics 365 Finance and Operations. It explains why pure waterfall and pure agile both struggle on ERP programs, and how to design a hybrid lifecycle that combines up-front solution modeling, sprint-based build, and structured integration testing, UAT, cutover and hypercare. You will learn how to run scope with both baselines and backlogs, structure teams and governance, plan releases and dependencies, define Done for ERP, manage contracts and change, report with combined metrics, and lead go-live decisions. Includes checklists, templates and an end-to-end illustrative program.

What's inside

  • Chapter 1: Why ERP Programs Need a Hybrid Approach
  • Chapter 2: Tailoring the Hybrid Mix
  • Chapter 3: Designing the Hybrid Lifecycle
  • Chapter 4: Scope: Baselines and Backlogs Together
  • Chapter 5: Teams, Roles and Governance
  • Chapter 6: Planning Releases, Sprints and Dependencies
  • Chapter 7: Quality, Testing and Definition of Done for ERP
  • Chapter 8: Contracts, Estimation and Change Control
  • Chapter 9: Risks, Metrics and Reporting
  • Chapter 10: People, Change and Go-Live
  • Chapter 11: End-to-End Scenario: A Hybrid ERP Program

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Project and program managers, PMP candidates, PMOs and delivery leads.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.