Map the sales process
Identify lead sources, account ownership and deal stages. This separates useful records from unnecessary fields and makes reporting meaningful.
Connect customers and documents
Scope can connect customers, deals, projects, quotations, invoices and payment records with approvals. Accounting and payroll integrations require their own requirements and acceptance checks.
Preserve relationships during migration
Prepare sample customer tables and documents. Agree on deduplication, ownership and team access. Test a small import before full migration to reduce incorrect customer-document associations.
Reports and acceptance criteria
Define decision-making reports such as outstanding work by owner and payment records. Test cross-team access, document edits and exports. Permissions and approval complexity influence cost.
Delivery process and handover
Agree on requirements and acceptance criteria, design screens, then develop and review in stages before launch. Source code, documentation, training and support are defined in the agreement. External service costs and timelines depend on the selected systems.
Updated · ByteMatrix