Software projects rarely stall because of the code. They stall because nobody owns a decision, or because the work was never written down.
A little preparation before the project starts saves a lot of time during it.
Name one person who decides
Every project needs one person at the firm who can make decisions. When several people must agree on every detail, small questions take days.
That person does not need to be technical. They need to know how the firm works and have the authority to say yes.
Write down how the work is done today
Collect the forms, templates and messages the team already uses. Note who does each step and what they need to do it.
Rough notes are enough. The goal is to show how the work moves, including the awkward parts.
Decide what stays the same
Not everything has to change. Decide which steps the firm wants to keep exactly as they are, and which information must be carried over into the new system.
Involve the people who will use it
A tool only helps if people use it. Ask the people who do the work to describe it, and show them early versions.
Training works best when it is practical and based on your own workflows.
Agree the scope before work starts
A clear scope says what will be built and what it does not include. The scope is closed before work starts, so both sides know what to expect.
Plan for the day after launch
Decide who will look after the system once it is live. Ongoing support keeps what was built working as the firm changes.