01 / FIELD NOTE

Count the workflows, not just the screens

A form can be simple while the rules around approvals, lot tracking or corrections are not. Scope depends on how work moves and what exceptions matter.

02 / FIELD NOTE

Choose a first release

Start with the one module that removes the clearest friction. Add only the reports and connections needed to use it well.

03 / FIELD NOTE

Ask what support includes

Clarify training, hosting, backups, fixes, change requests and ownership in the written scope.

04 / FIELD NOTE

Compare like with like

When reviewing proposals, compare the workflows covered, assumptions, delivery steps and support terms. A headline price alone does not show the difference.

A practical starting point.

Every business works a little differently. Map your own workflow and check any accounting or compliance decisions with the people responsible for them.

TAKE THE NEXT STEP

What would you like your team to see more clearly?

Plan your system ↗