How many times have we heard/read here on CrossRoads words to the effect: "Figure out the processes and then find the tool that is the best fit?"
It should not be a case of the tool as part of the plan, but "tool selection" as part of the CM Implementation Plan AFTER processes and procedures are worked out.
CM Implementation is a project much like the project around any other product, be it computer software, computer hardware, a new skyscraper, or an LRWD.
A CM system requires:
1) The requirements of the system (to the most appropriate level of detail for your organization)
2) The design of the system (the overall structure of your CM system [just like any other very complex product with modules and components], which procedures and how they will interact for an integrated process procedurally and mechanically, who has which authorities)
3) Creation and testing of the system
a. Writing all the above "stuff" into documented procedures and guides
b. Selecting a tool that has the ability best satisfy all the foregoing, and
c. Activating the procedures (probably incrementally) and the tool
4. Operate and maintain the CM system you have created
Ideally, between 3a and 3b, you would have a testing loop (dry runs?) to serve two purposes. One is to find and correct any "bugs" in your process, and the other is to demonstrate how it all works to the people who will be participating. Of course, between 3c and 4, you will have to run samples through the tool to make sure it has been set up correctly.
Joe is correct in his second paragraph above except one word when he suggested "'regular' communications and consultations..." I would have said "constant." You are, after all, creating a system for the customer.