1. Document the existing workflow
Record how the work happens today, including spreadsheets, messages, approvals, and manual handoffs. Look for duplicate entry, missing information, and steps that are hard to track.
2. Define roles and permissions
List who creates, reviews, approves, edits, and exports information. Permissions should reflect the real responsibilities of each role.
3. Describe the records and reports
Define the information you need to store and the reports used to make decisions. Include required fields, validation rules, status changes, and export requirements.
4. Plan a manageable first release
Start with a complete workflow that can be tested end to end. Define acceptance criteria so both the business and development team know what a finished feature should do.
