erp-crm-cutover-protocol

erp-crm-cutover-protocol is a skill for Claude Code from VincentChuWaiChow/vanguard-frontier-agentic. It costs 148 tokens per session (1,763 once invoked), scanned A, original, Apache-2.0.

A controlled launch workflow for a Dynamics 365 ERP or CRM implementation. ERP manages business operations such as finance and supply chains, while CRM manages customer relationships.

In plain words
What is it for?
It helps plan mock cutovers, reconcile migrated data, review the cutover runbook, validate rollback procedures, and prepare the final go-live decision.
Why use it?
It reduces the risk of switching systems with incorrect data or no way back. Mock migrations, reconciliation, rollback tests, and stakeholder sign-off provide launch checkpoints.

Skill for Claude Code

Written for Claude Code: allowed-tools in frontmatter.

Part of the vanguard-frontier-agentic plugin — 193 skills shipped together

Good fit It helps plan mock cutovers, reconcile migrated data, review the cutover runbook, validate rollback procedures, and prepare the final go-live decision.

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Install with agentmods
npx agentmods add skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add VincentChuWaiChow/vanguard-frontier-agentic --skill erp-crm-cutover-protocol
Clone the repo
git clone --depth 1 https://github.com/VincentChuWaiChow/vanguard-frontier-agentic

Made for: Claude Code.

Or install vanguard-frontier-agentic, the plugin that ships this one along with the rest of its 193 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for erp-crm-cutover-protocol

README.md
[![agentmods](https://agentmods.dev/badge/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol/github.svg)](https://agentmods.dev/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol)
Your own site
<a href="https://agentmods.dev/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol"><img src="https://agentmods.dev/badge/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for erp-crm-cutover-protocol

Your own site · 80×15
<a href="https://agentmods.dev/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol"><img src="https://agentmods.dev/badge/skills/vincentchuwaichow/vanguard-frontier-agentic/erp-crm-cutover-protocol.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 148 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,763 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00148 $0.01763
Opus 5 $0.00074 $0.00881
Sonnet 5 $0.00030 $0.00353
Haiku 4.5 $0.00015 $0.00176

Measured 8d ago against content hash 995fe3401524, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

erp-crm-cutover-protocol scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/cross-functional/erp-crm-cutover-protocol/SKILL.md · 143 lines

How it starts

The opening of the file, as written. The whole thing — 143 lines — stays where its author put it; the contents beside it link to each section on GitHub.

ERP / CRM Cutover Protocol

Purpose

This skill defines the controlled sequence for taking a Dynamics 365 ERP or CRM implementation from pre-production readiness through mock migration, data reconciliation, runbook execution, rollback validation, and the Success by Design (SbD) go-live gate to production go-live. It exists so that no cutover proceeds without tested rollback paths, reconciled data, and explicit stakeholder sign-off at each gate. It does not execute migration scripts or production deployments; it structures the process so human owners can make well-informed go/no-go decisions.

When to use

  • A Dynamics 365 Finance, Supply Chain Management, Customer Engagement, or Business Central implementation is entering the Prepare phase and a cutover plan must be validated.
  • A mock cutover has been completed and reconciliation findings must be reviewed before the real cutover is authorised.
  • An organisation needs to confirm SbD go-live gate criteria before requesting Microsoft FastTrack go-live readiness review.
  • An existing production environment must be refreshed or migrated to a new release and cutover risk must be assessed.

When NOT to use

  • The go-live has already completed and this is post-go-live hypercare support — use the hypercare support runbook instead.
  • The migration involves a third-party ERP not on the Dynamics 365 platform — this protocol is scoped to Dynamics 365.
  • You need live production database or environment access to execute migration scripts — that requires the infrastructure owner; this protocol is recommendation-only.

Participating agents

  • d365-data-migration-cutover-agent (primary — mock migration, data reconciliation, cutover runbook, rollback plan)
  • d365-success-by-design-governance-agent (SbD gate review, go-live readiness sign-off)
  • d365-security-sod-governance-agent (separation of duties validation, security role sign-off)

Inputs required

  • Cutover plan document (task list, owners, timing, rollback steps)
  • Data migration strategy and scripts (for review, not execution)
  • Mock cutover results from sandbox environment (including error log)
  • Go-live checklist status from the SbD Prepare phase
  • Security role assignments and SoD analysis for go-live users
  • Integration test results and external dependency sign-off

Read the full file on GitHub · 143 lines

Files

What ships with it

2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 8d ago First seen · 143 lines · 148 tokens per session scan A 995fe3401524

Subscribe to this mod's changes

erp-crm-cutover-protocol is a skill published in the GitHub repository VincentChuWaiChow/vanguard-frontier-agentic (22 stars, last pushed today), licensed Apache-2.0. It adds 148 tokens to every session and 1,763 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-04.