1. Review the current path.
Identify the customer inquiry, office decision, equipment context, technician task and follow-up. Note repeated entry and missing information.
Process
Start with one request and follow it through.
Use a representative service, replacement or maintenance case to define the first change.
2. Agree the business rules.
Confirm coverage, request types, responsibility and the information each role needs. Check supported vendor access before promising a connection.
3. Build a focused handoff.
Use suitable sample records in a controlled environment. Preserve useful existing systems and the agreed recovery path.
4. Test normal and interrupted work.
Check an incomplete request, a repeated update, a changed appointment and the intended mobile task. Use approved test destinations for any notification checks.
5. Release and hand over.
Verify the agreed live behavior and document exception handling, ownership and maintenance. Later inquiry quality or adoption needs separate observation.
Prepare the planning questions or describe the first change.