Guides · SAP · Oracle · Workday · PMO

Guides for ERP go-lives and portfolio leaders.

Field-tested playbooks for cutover, testing, data migration, hypercare and executive portfolio reporting.

All ERPs
ERP cutover plan: the step-by-step template

How to build an ERP cutover plan that survives go-live weekend: timeline from T-72h, nine workstreams, Go/No-Go checkpoints and rollback paths. Free 214-step template.

All ERPs
ERP go-live checklist: 40 readiness checks

The ERP go-live readiness checklist used by programme leaders: testing exit, data sign-off, cutover rehearsal, training, support model and executive sign-off.

All ERPs
ERP hypercare plan: staffing, KPIs and exit criteria

Plan ERP hypercare properly: war-room staffing, incident SLAs, business KPIs to watch, first close and payment runs, and the exit criteria for handover to support.

All ERPs
ERP test management: SIT, UAT and regression

How to run ERP testing end to end: requirements traceability, SIT and UAT cycles, defect triage, test data and go-live exit criteria for SAP, Oracle and Workday.

All ERPs
ERP data migration testing

Test ERP data migration with confidence: mock load strategy, record-count and value reconciliation, financial balance checks and data-owner sign-off.

SAP
SAP S/4HANA cutover: plan, checklist and timeline

A practical SAP S/4HANA cutover guide: transport freeze, data loads with Migration Cockpit, finance period-end, interface switch-over, Go/No-Go and hypercare.

Oracle
Oracle Cloud ERP cutover and go-live

Plan an Oracle Fusion Cloud ERP cutover: FBDI data loads, configuration migration, integrations, quarterly update timing, Go/No-Go and hypercare.

Workday
Workday deployment: testing and go-live

Run a Workday HCM and Financials deployment with confidence: end-to-end testing, parallel payroll, data conversion, security testing and go-live readiness.

All ERPs
Business process monitoring after go-live

Monitor business process health after ERP go-live: order-to-cash, procure-to-pay and record-to-report KPIs, and how to tell business failures from IT tickets.

Portfolio
PMO portfolio management software: what executives need

Choosing PMO and project portfolio management software: live RAG status, RAID, budget, benefits tracking and board reporting in one executive view.

Portfolio
RAID log: risks, assumptions, issues and dependencies

How to run a RAID log that executives read: scoring, owners, due dates, links to schedule milestones and escalation rules. Free template guidance.

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