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Cutover and Go-Live Planning for ERP Programs

A step-by-step guide to planning and executing ERP cutover: strategy, runbook design, data migration sequencing, mock cutovers, go/no-go decisions, command center, and hypercare.

Free

Free 44-page e-book. Cutover strategy, runbooks, rehearsals, go/no-go decisions, and hypercare for Dynamics 365 and other cloud ERP systems. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This guide covers everything needed to move a business safely from its legacy systems to a new ERP. You will learn how to choose cutover timing and approach, build a runbook with owners, dependencies, verification steps, and rollback points, sequence data migration and opening balances, run rehearsals that expose problems early, set go/no-go criteria and checkpoints, operate a cutover command center, and design hypercare with clear exit criteria. It is written for program managers, cutover leads, solution architects, data leads, and business owners on Dynamics 365 and other ERP programs.

What's inside

  • Chapter 1: Understanding Cutover
  • Chapter 2: Setting the Cutover Strategy
  • Chapter 3: Preparing for Cutover
  • Chapter 4: Building the Cutover Runbook
  • Chapter 5: Data Migration Sequencing in Cutover
  • Chapter 6: Rehearsals and Mock Cutovers
  • Chapter 7: The Go/No-Go Decision
  • Chapter 8: Executing the Cutover
  • Chapter 9: Hypercare
  • Chapter 10: Special Cases
  • Chapter 11: Illustrative Scenario — A Weekend Cutover

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

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

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.