01
1. Discovery and baseline
Map the current workflow, decision owners, source data, delays and measurable success criteria.
Implementation guide
Start with one valuable operational flow, prove it with real users, then expand without rebuilding the foundation.
Map the current workflow, decision owners, source data, delays and measurable success criteria.
Confirm hosting, reverse proxy, PostgreSQL, identity, backups, environments and deployment ownership.
Configure roles and workflows, clean the selected source data, rehearse imports and validate totals.
Run a focused pilot with role-based training, daily feedback and agreed go/no-go checks.
Schedule the cutover, verify monitoring and recovery, support the first live cycles and record open work.
Review the baseline against measured results, close gaps and select the next workflow or plant area.