Map the people and their tasks
For a CRM, consider how a lead becomes a customer and who owns each step. For an LMS, consider how an instructor publishes a course and how a learner enrolls, studies, and completes an assessment.
Make access rules explicit
Write down which roles can view, create, update, or delete each kind of information. These rules should be enforced on the server as well as reflected in the interface.
Plan beyond launch day
Discuss data migration, integrations, backups, monitoring, and support before implementation. Agree on acceptance criteria for the main workflows and prepare a handover your team can use.