Define Your Objectives: What will this system do and what department(s) will it support?
Determine who will be involved in the design phase: Setting up these features involves a lot of policy decisions. When planning how it will work, the proper stakeholders must be involved.
Define a point person: Someone within your organization will need to help with training and support issues. That person should be involved throughout the entire process.
Establish a timeline: Generally, our approach is to set weekly 1-hour meetings to clarify and document the process. After 3 or 4 of these meetings, the process is normally clear enough to build our the system and start testing.
Tweaks and Adjustments: Invariably, once we start testing and using new system, changes are required. That is just part of the process.