Agree on your priorities
Write down the operational challenges you want to address and rank them. Bring together the teams affected by the project so the scope reflects the organization rather than a single department.
Assign clear ownership
Every process needs someone who can make decisions about how it should work. Identify a project sponsor, process owners and people who will help test the solution.
Plan the work around your operations
Choose realistic timelines for configuration, data preparation, testing and training. Account for busy periods and the availability of key staff.
Budget for the whole lifecycle
Discuss implementation, migration, training, infrastructure and ongoing support. Ask how changes will be handled and what is included in your service agreement.
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