Follow one task from request to completion
Describe what starts the work, who receives it and which records need to change before it is complete. Include office-based and remote users, approval steps and the information a manager needs to review. This creates a useful comparison against a product specification and avoids selecting an application purely because its dashboard looks familiar.
Make room for ownership and adoption
Decide who will administer accounts, prepare existing data and introduce the application to colleagues. Confirm product availability, supported integrations and access terms in the current catalogue rather than assuming a demonstration covers every requirement. If the work needs development, agree the scope and handover separately; the shared Bazecity app keeps the eventual order and support conversation together.