Custom software or SaaS?
Compare the same workflow in both options. Run through a real exception and estimate integration, maintenance and exit costs. A subscription may suit a standard process if data can be recovered satisfactorily.
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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 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.
When should you seek an independent launch review?
Seek a review when release changes a critical workflow or rollback remains theoretical.