When should you replace Excel with business software?
If three people edit the same case and nobody knows which version is authoritative, test a shared workflow with history and permissions. Keep spreadsheets for ad hoc analysis.
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How do you scope your first business application?
Choose one complete workflow and three representative cases. For each, specify who decides, what data is needed and what counts as an acceptable result.
When should you seek an independent launch review?
Seek a review when release changes a critical workflow or rollback remains theoretical.
Which agentic pilot should you run first?
Pick a reversible task with a business owner. For example, classify fictional requests before processing real ones.