Start with the operating rhythm
Map how an awarded estimate becomes a budget, how the field records work, how bills and commitments arrive, who updates cost to complete, and when management reviews margin.
Test one real job
Use a completed project with messy changes, mixed labor, partial invoices, and a known final result. Confirm the software reproduces the economics and exposes the same variance.
Measure adoption and data latency
A sophisticated report built on week-old timecards and uncoded bills is not useful. Track how quickly the team enters data, clears exceptions, and reviews forecasts.