Keep the work clear between working days.

Understand one current workflow

Walk through the request, approval, invoice or report, including the people, messages, spreadsheets and outside systems involved.

Choose the next useful result

Compare configuration, integration and custom development. Agree a focused first release, the people approving it and examples showing whether it works.

Review and test

Use demonstrations and clear questions at agreed times. Test permissions, missing information, repeated actions, interrupted connections and outside-service delays where they affect the task.

Verify and hand over

Check the live workflow and record known limits. Agree source code, account ownership, operating notes, recovery steps and support. The organisation receiving the system should know who owns the next decision.

Discuss a workable project plan or read the responsibilities.