01 / PLANNING YOUR PROJECT
Map the workflow before the tool
Describe intake, assignment, follow-up and handover. Identify the step that fails today and the people affected.
02 / PLANNING YOUR PROJECT
Assess configuration first
Review custom fields, roles, automation and supported integrations. Existing platforms may already cover the requirement with less operational work.
03 / PLANNING YOUR PROJECT
Identify the custom requirement
Custom software makes sense when the workflow, permissions or product behaviour genuinely exceeds the available tools. Scope a complete first journey rather than a catalogue of screens.
04 / PLANNING YOUR PROJECT
Compare total responsibility
Include data migration, provider fees, staff training, monitoring, backups and support. Agree exports and account ownership before committing.