Practical checklist
01
Map the current process from purchase or enquiry through delivery, billing and reporting.
02
Identify the master data that must stay consistent across teams.
03
Start with high-value modules and add complexity only where the workflow requires it.
04
Define permissions and management reports early so the data model supports decision-making.
Technology note: Exact implementation choices depend on your current stack, security requirements, third-party platforms, API access and production environment.