Define the main priorities and goals you want to achieve with the help of ITFin to tailor the integration plan to your needs;

Compare your own processes with ITFin's functionality to determine whether you need to adjust them or whether you need to migrate existing data and integrate with other services;

Consider which roles you should have in ITFin according to your processes and financial data access settings;

Select key users of the system for each role who know their core processes well and will be change leaders in your company and involved in the integration.