Map the current workflow
Document who creates each record, what information is required, which approvals happen and where delays or duplicate entries occur.
Choose one high-value starting module
Start with a defined workflow such as enquiries, quotations, inventory or service requests. Keep the first release small enough to validate.
Plan roles and data ownership
Define permissions, audit history, backups, exports and who is responsible for maintaining master data.
Integrate deliberately
Connect existing tools only where the integration is reliable and useful. Document failure handling and manual fallbacks.
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