Marketing, sales, and product teams run on processes — e.g., lead management, content production, campaign execution — that require the organization to be equipped with the right technology to get the job done. When considering acquiring or enhancing technology to improve capabilities and deliver better results, decision-makers must understand these processes to define functional requirements. In this report, we describe five steps that operations and technology leaders can use to analyze processes and ensure that new or enhanced technologies fit optimal workflows and deliver desired results.