Agree the baseline
Choose a representative project, phase or operating location. Check the opening programme, quantities, material records and financial references against their original evidence. Name the person who enters each type of record and the person who reviews it. Do not bring an unchecked spreadsheet into a new system and assume the change of software has corrected the data.
Connect site and office
Have the site team record actual progress, attendance, material needs and inspection references. The office can then review the commercial and financial position against operational evidence rather than relying on separate verbal summaries. Company access and enabled modules determine which workflows each user sees. Attendance is marked manually; a schedule or crew list does not automatically mark someone present.
Review exceptions, not just totals
Late tasks, unexplained stock movements, unapproved work and missing payment references deserve attention before the weekly summary. A progress percentage is an indicator, not a diagnosis. Check the completeness of records and the relevant dates before drawing conclusions. For construction claims, measurement rules and the signed contract remain authoritative; the software does not replace certification or professional judgement.
Scale at the team's pace
Evaluate the available workflows during the trial and add modules that resolve a real operational need. Trading, manufacturing and service teams can start with HR, Accounts or Procurement without using construction-specific billing. Developers and contractors can connect QS, Planning and site documentation as their processes require. Define a review rhythm and reconcile first outputs before expanding to more projects or locations.