Ask questions

What are the minimum requirements for your new system?

What are the cost justifications for other items on the 'wish list'?

What changes will be required to accommodate the new software? 

Define goals

When must the new system be operational?

What is the budget, minimum and maximum?

Plan implementation

Overall design of system.

Expanded design of data flow and input.

Expanded design of required reports.

Assign responsibilities

Select key people for information gathering and reporting.