Start with a real task
Choose a workflow your team knows well, such as preparing a quote or reviewing a purchase. Identify the information each person needs and where that information currently lives.
Look for repeated entry
Notice where the same details are entered more than once. A connected workspace can make these handovers easier to follow, but the team still needs clear responsibilities and review steps.
Review before expanding
Walk through the process with the people who use it. Keep the first scope small, confirm the records are understandable and improve the workflow before adding more complexity.