Start with the handoffs
A rental business moves information between sales, operations, fleet, vendors, workshop and finance. The important question is where the context of a customer requirement gets lost as it moves between teams.
Map one job from start to finish
Follow a real enquiry through quotation, rental order, equipment allocation, delivery, service needs and billing. Record who makes each decision and which information the next person needs.
Include the exceptions
Owned equipment and vendor sub-rentals do not always follow identical paths. Changes to dates, equipment or service requirements should be considered when defining the workflow.
Decide what to connect first
Prioritise the records and handoffs that create the most repeated work. Define the required approvals and reports before expanding the scope.
Treat adoption as part of implementation
Review the system with the people doing the work. Agree how existing records will be prepared, who will own data quality and how questions will be handled after launch.