本推荐做法认为案例采纳过程不仅仅是案例工具的选择。案例采纳过程包括组织识别适当案例工具和相关技术并将其引入通用的活动。成功的案例采纳流程包括以下步骤: a） 定义案例需求 b） 评估和选择案例工具 c） 指挥飞行员 d） 培养工具的日常使用 一个成功的案例采纳过程不仅仅局限于工具的使用。在这里，它包括实现所需组织改进所需的一整套技术、组织、文化和管理流程的规划和实施。它建立在对案例工具可以和不能为组织做什么的深刻理解之上。 上述步骤a）至d）适用于范围广泛的计算组织，包括开发管理信息系统的组织和开发科学和技术系统的组织。这种推荐做法对政府和商业软件组织也有好处。 具体情况可能会影响案例采纳的方式。例如，当客户偏好或合同要求强制使用特定工具时，采用步骤将需要定制以反映工具选择的预定性质。在其他情况下，工具的相对简单性或复杂性、工具支持现有流程或与现有流程冲突的程度、与其他工具所需的集成程度，以及目标用户的特征和体验，可能会导致采用流程的定制。

This recommended practice views the CASE adoption process as more than the selection of CASE tools. The CASE adoption process consists of the activities by which an organization identifies appropriate CASE tools and related technologies and introduces them into general use. The steps of a successful CASE adoption process include the following: a) Defining CASE needs b) Evaluating and selecting CASE tools c) Conducting a pilot d) Fostering routine use of the tool A successful CASE adoption process is not limited solely to tool use. Rathere, it embraces the planning and implementation of an entire set of technical, organizational, cultural, and management processes necessary to achieve the required organizational improvements. It is founded upon a strong understanding of what CASE tools can and cannot do for the organization. Steps a) through d) above are appropriate for a wide range of computing organizations, including those that develop management information systems and those that develop scientific and technical systems. This recommended practice can also be of benefit to government and commercial software organizations. Specific situations may influence the manner in which CASE adoption is performed. For example, when a specific tool is mandated by customer preference or contract requirements, adoption steps will require tailoring to reflect the predetermined nature of tool selection. In other cases, the relative simplicity or complexity of the tool, the degree to which the tool supports or conflicts with existing processes, the required degree of integration with other tools, and the characteristics and experience of the targeted users, may lead to the tailoring of the adoption process.