Start with one real transaction
Follow an order from its first request to completion. Note who creates it, who approves it, where information is entered again and how exceptions are handled. Use an actual example with sensitive information removed, rather than an idealized process diagram.
Agree on the source of truth
Products, customers and inventory may have different names or identifiers across existing tools. Decide which system owns each record and who can change it. This is the foundation for a useful migration and reliable reporting.
Separate essential work from later improvements
Identify the workflows required for the first release. Treat specialist reports, extra dashboards and less frequent scenarios as explicit scope decisions. A smaller first release can be easier to validate, but it must still cover the operational exceptions that matter.
Test with the people doing the work
Walk through normal transactions, missing information, returns and approval changes with the relevant team. Reconcile migrated records and agree how issues will be tracked. Plan training, access permissions and the transition before switching systems.
Have a project in mind?
Tell us about your current workflow and what you want to improve.