1. Configuring without defining the process
Before choosing modules, agree on the problem being solved, what data comes in, who decides and what must be recorded. A sales conversation and a collections process have different owners and criteria.
2. Migrating without reviewing the source
Check duplicates, formats, required fields and relationships on a sample. Keep the source and agree on how to validate record counts and history.
3. Automating without exceptions
Define the trigger, conditions and expected result. Also test missing permissions, missing data and repeated events. Success must be verified on the target record.
4. Not assigning owners
Name who approves changes and who maintains fields, rules and catalogs. Document access without sharing personal credentials.
5. Required fields with no clear purpose
Every required field needs an operational reason and a data owner. Review what happens when information is missing and which stages can safely be completed.
6. Training without considering roles
Sales, leadership and support use different views and permissions. Walk through a real day for each role and keep instructions for frequent tasks.
7. No acceptance criteria or maintenance plan
Delivery means checking expected behavior, exceptions and dependencies. Put in writing what the implementation covers and what's contracted as ongoing support.
To review your situation we need one concrete process, its source data and the expected behavior. Book a free 30-minute review and we'll tell you what to do first.