ERP Project Delivery: Governance, Collaboration, and Best Practices for Success

Session Overview: Successful ERP projects do not happen by chance. They are built on strong governance, clear decision-making, and real collaboration between business, IT, and implementation partners. In this session, we will share practical lessons from ERP project delivery in Dynamics 365 Finance & Operations, including how to set up the right governance structure, keep teams aligned, manage risks before they become issues, and maintain momentum from kickoff through go-live. Attendees will walk away with proven best practices that help teams avoid common delivery pitfalls and drive better project outcomes.
Learning Objectives:
- Learn how to establish roles, decision rights, escalation paths, and accountability models that keep F&O projects moving forward.
- Understand how to create stronger alignment between stakeholders, reduce communication gaps, and build a delivery culture focused on shared outcomes.
- Identify practical ways to manage scope, handle issues early, support change management, and improve readiness for testing, cutover, and go-live.
Speakers: Elif Item, Beau Schwieso
Recorded at: Community Summit NA 2026
Type: Education Session
Ability Level: 201 – Intermediate
Primary Product: Dynamics 365 F/SCM (FO)
Tracks: Training and User Adoption
Terms: All rights reserved by the speaker, Community Summit NA, and Dynamic Communities and cannot be reproduced or distributed without express written consent by the speaker and Dynamic Communities.