Qubit perspective
What needs to change?
Name the process constraints and the cost of leaving them unresolved. Separate essential requirements from preferences.
What must connect?
List the systems, data owners, integrations and reports that support your current operation. Identify the records that must migrate.
What will it cost to operate?
Compare licensing, implementation, integration, support and internal time. Use the same assumptions for every platform so the comparison is meaningful.
Who will own the change?
Agree process owners, user acceptance criteria and a realistic adoption plan. Involve the people who will use the system throughout the assessment.
How will you know it works?
Define the end-to-end workflows and reporting checks that must pass before launch. Agree a handover, support process and review of the intended business outcomes.