The long answers, written down once.

How to run an evaluation that ends in a decision instead of another round of demos.

1. 01Work out what you are actually solving
2. 02Build a requirements list you can score
3. 03Run demos against your own parts
4. 04Check references that match your shop

What each phase looks like, who owns it, and the decisions that decide whether you go live on time.

1. 01Decide what moves and what stays behind
2. 02Clean the item master before you migrate
3. 03Pilot one product line end to end
4. 04Cut over and keep the old system readable

Getting quotes, jobs, and inventory out of workbooks without losing the history in them.

1. 01Find every spreadsheet that runs something
2. 02Decide which numbers are the real ones
3. 03Import items, BOMs, and open orders
4. 04Retire the workbook on purpose

The records an auditor asks for, and how to keep them as a by-product of running the job.

1. 01Map the standard to the records you keep
2. 02Put inspection results on the operation
3. 03Keep revisions instead of overwriting them
4. 04Pull a traceability report on demand