Look for repeated friction
Manual duplication, disconnected spreadsheets, unclear ownership and repeated reporting tasks can indicate a process worth reviewing. First document the current workflow and the cost of the problem.
Compare buying and building
Off-the-shelf software can be faster and cheaper when it already fits the process. Custom development may make sense when requirements are distinctive, integrations are important or existing tools create measurable limitations.
Start with a small scope
Define the most valuable workflow, the users involved and a few measurable success criteria. A focused first release gives the team a chance to validate assumptions before expanding.
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