Have a clear understanding of the problem you’re trying to solve before looking at technology. Engage all stakeholders to build consensus around the core issues, and who you are trying to serve before researching technical solutions. This avoids finding solutions in search of a problem, which is often a significant waste of time and money.
You want to be more efficient and scalable and you understand where you want to improve. By clearly stating your problem, core issue, or business process needing improvement.