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Video tutorial

How to Run a Fit-Gap Workshop

A silent, step-by-step guide to preparing, running and closing an ERP fit-gap workshop that produces decisions, not wish lists.

Free

Free 2-minute video lesson. A silent, step-by-step guide to preparing, running and closing an ERP fit-gap workshop that produces decisions, not wish lists. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent video teaches a practical method for ERP fit-gap workshops. It covers preparation with process lists and demo data, running the session as a demo of standard functionality, classifying each requirement as fit, configuration, workaround or gap, and challenging gaps before they become customizations. It ends with how to document outcomes and get sign-off. Built for Dynamics 365 functional consultants, business analysts and freshers who want shorter workshops and cleaner requirement logs.

What you'll learn

  • The core principle
  • Prepare before the session
  • Who must be in the room
  • Run the session
  • Four classifications
  • Challenge every gap
  • Requirement or preference?
  • Illustrative: returns process
  • Document the outcome
  • Key idea
  • Close the loop

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.