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Cutover Planning in 10 Steps

A silent, ten-step guide to planning an ERP cutover: runbook, mock rehearsals, data freeze, go/no-go and rollback.

Free

Free 2-minute video lesson. A silent, ten-step guide to planning an ERP cutover: runbook, mock rehearsals, data freeze, go/no-go and rollback. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent explainer walks through ten practical steps for planning an ERP cutover. It covers cutover strategy, the runbook with owners and durations, data freeze and open transaction rules, mock cutover rehearsals, communication, go/no-go criteria and a rollback plan. It closes with what to check in the first hours after go-live. Built for Dynamics 365 project managers, solution architects and consultants who want a calm, predictable go-live weekend.

What you'll learn

  • What cutover means
  • Steps 1 to 3: set direction
  • Step 4: build the runbook
  • Step 5: plan the data
  • Step 6: rehearse with mock cutovers
  • Step 7: communicate early
  • Step 8: agree go/no-go criteria
  • Step 9: plan rollback
  • Step 10: first hours after go-live
  • Key idea
  • Start this week

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.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

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.