Start with the work that happens every day. Who enters information? Who approves it? Which steps cause delays?
Map the journey from the first request to the final report. A useful system keeps the handoffs visible and removes unnecessary repetition.
Ask about permissions, migration, deployment, backup and ongoing support. Request a demonstration that follows your actual process rather than a generic feature tour.
Finally, plan adoption. Clear responsibilities and staff training matter just as much as the software itself.
PlanningSoftware