Map how work actually moves
A purchase request may pass through an employee, a manager, procurement, finance and a vendor. Before choosing an application, map the decisions, handoffs and information needed at each step. This helps reveal where work is repeated or context is lost.
Agree on shared information
Connected applications need clear ownership of data. Identify the source of truth for customers, employees, inventory and financial records. Define how updates should flow and what should happen when an integration is unavailable.
Prioritize a complete journey
Choose a focused workflow that can be delivered end to end. Validate it with the teams who use it, including exceptions and approvals. A coherent journey is a useful foundation for broader ERP, CRM or portal development.