Start with the operating question

A productive implementation begins with a clear account of the decision, workflow or customer outcome the business needs to improve. Product selection follows that definition.

Define process ownership and data truth

Name the owner of each stage, the source of truth for every critical field, and the exception path when work does not follow the happy path. This is where many future integration problems can be prevented.

Design adoption into the delivery plan

Training alone is not adoption. Roles, permissions, terminology, dashboards, launch support and feedback loops should all make the intended behaviour easier than the old workaround.