Four decisions that make it usable.
These are the elements to specify and verify for this type of project.
Agree the problem, existing systems and people involved. Record representative timings, missed handoffs and the decisions that must stay with a person.
Choose the first workflow, required access, data fields, acceptance checks, exclusions and change process. Confirm capacity and commercial terms before scheduling.
Connect the supported systems and test duplicates, missing fields, failed calls, denied permissions and recovery. Review the prototype with the operator.
Record acceptance, document the procedure and agree monitoring and support ownership. Expand only after the first workflow is understood.
What a useful review must show.
For this example, acceptance would require traceable capture, correct pricing from the approved catalogue, safe duplicate handling, an explicit customer approval record and a delivery checklist tied to the scope.
Set the expectation in writing.
Illustrative schedule and budget are confirmed only after discovery. The vertical service planning range is $15,000–$25,000; subscriptions, usage charges and ongoing support are scoped separately.
Try the pattern before scoping the project.
Working prototypes use sample data and clearly identify what is simulated. A production engagement requires its own access, integration and acceptance checks.