Begin with the reason
Describe the user, problem, current workaround, required result, frequency, risk, and measurable value. This distinguishes a true requirement from a preference or temporary habit.
Compare solution paths
Evaluate configuration, reporting, integration, process change, and custom development. The best path solves the problem with understandable ownership and lifecycle cost.
Preserve system boundaries
Extensions should respect authorization, validation, transaction integrity, audit, error handling, and data ownership. Backend enforcement is necessary even when the interface hides a function.
Test and govern change
Maintain requirements, design decisions, acceptance cases, release notes, and regression coverage. Review customizations when the business or standard product changes.
Questions to bring to discovery
- Which users and decisions depend on this workflow?
- Where does information originate, and which system owns it?
- Which exceptions, corrections, and approvals must be supported?
- How will the organization measure a successful result?
Related guides and solutions
How Simor Soft can help
Simor Soft can assess the current process, configure or customize Simor ERP and our other product foundations, build a dedicated application, connect existing systems, migrate data, and support the solution after launch. The recommended path depends on operational value, risk, timeline, and long-term ownership.