Map the process before choosing features: who creates a record, who can change it, which approvals are required and what happens when information is missing. Start with a focused release rather than automating an unclear process.
Plan data models, permissions, integrations and reporting together. Where payments or subscriptions are included, define confirmation, refunds and reconciliation around supported provider facilities.
Test normal journeys and exceptions with representative records. Agree deployment, backups, documentation and support responsibilities, and give your team a clear handover before relying on the system for live operations.