Describe the problem without naming software.
Write down the repeated task, the people involved and the consequence when it fails. Count the places information is copied or re-entered. A precise problem statement helps distinguish a process issue from a genuine software gap.
Test the smallest useful workflow.
Before designing a broad platform, try a single workflow with representative project information. Include the unusual cases, permissions and correction steps. Ask the people who perform the work to walk through it and identify missing context.
Plan for ownership after launch.
A useful system needs an owner for maintenance, access, training and changes. Decide how records can be exported and what happens when a connected service is unavailable. The operational plan is part of the product, not an item to leave until the end.
