Articulate the problem
Write one or two sentences describing the problem you want solved, and how you will know it has been solved. This single statement keeps the whole project grounded.
Identify the people involved
- Who will use the system day to day?
- Who needs to see reports or summaries?
- Who makes decisions about the process?
Gather your existing data
Collect the spreadsheets, documents, and records you currently use. Understanding the starting data is essential for migration and for realistic planning.
Decide who will give feedback
A single responsive decision-maker keeps the project moving. Multiple layers of approval slow progress and muddy priorities.
Set honest expectations about time
Deliverable software takes time. A realistic timeline agreed up front is far better than an optimistic one that slips.