My approach has always been an unconventional particularly for a former consultant. But I alway ask WHY?
What is the end goal and the problem you are trying to solve. Asking why can sometimes lead to a lot of frustration (see almost every post on this forum where I ask… why?) but it is the best way to assess the need and determine the ROI, Impact and whether or not the request actually solves the problem.
75% of the time the request doesn’t solve the initial problem because while people generally have good intentions there is a hell of a lot in the Epicor world (and everywhere else) so knowing what’s the right and wrong approach can be tricky. We go back to one of my favorite laws “Maslows Hammer”.
Asking WHY allows you to start from scratch and come up with the best possible solution or determine that it isn’t an idea worth pursuing.
Also Solves the X Y Problem