PRACTICAL GUIDE
Propose a need
Start with the concrete problem, current flow, desired result, system conditions and acceptance criteria.
Describe the work
Explain who does it, where inputs come from, how often it runs, and which steps take time or cause errors. Start with redacted examples rather than a technical specification.
Define success
Specify the output files or records, when a person must confirm, and which actions must never run automatically.
Reuse before development
First assess configuration, then extensions, connectors or new development. The confirmed scope defines the deliverable.