1) Start with <inside-out> approach by collecting User Requirements to prioritized which to digitalize first & compare to functionalities of software in the market
2) Focus on reports requiring significant preparation key milestones, man-hours & high frequencies to prepare (Ex: daily). Look for missing account codes / data fields, the remediation of those missing pieces to automatically link data to reports
3) Strategy mappings: Constructing a bird’s-eye view of the projects from beginning to the end is crucial
4) Look at key functionalities, prices & supports when deciding digitalization tools
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