Map the work first
Document how the process works today: who is involved, which systems are used, where information is entered and what happens when something goes wrong. This creates a shared starting point for technology decisions.
Define a useful first stage
Choose a manageable set of improvements with a clear owner and acceptance criteria. Separate essential operational needs from enhancements that can follow later.
Plan beyond implementation
Include training, data preparation, ownership, support and recurring costs in the plan. A successful launch is the beginning of operating the new solution.