Start with a process, not a technology
The projects that work start with a sentence a business owner could say out loud: enquiries take four hours to answer and half of them arrive at night; three people spend Monday retyping supplier invoices; every quote waits on one person who knows the pricing. Those are measurable, boring, expensive problems, and they are the ones where a system pays for itself inside a year.
The projects that fail start with the technology and go looking for a use. They produce something demonstrable, everyone agrees it is impressive, and six months later nobody has changed how they work. Before you brief anyone, write down the process, how many times a week it happens, and roughly what it costs — that page is worth more to the quote you get back than any brief about capabilities.