Seriously, I think the best approach is to find a large assembly house
that already has plenty of experience with lead-free production.
First is to pick a products and company and stick with it. Don't try to use
ten different brands even if seemingly the same formulation. You will get
burned.
Record keeping, that is a rough one. Everyone is struggling with that.
Last, remember that you are dealing with Rohs even in non-Rohs assemblies.
Since the parts themselves may be leadfree, they will no longer reflow
correctly under old processes and profiles. Since you are using lead
temperatures, leadfree leads my not wet properly and cause joint issues. I
think this one here is the biggest short term problem for those still using
lead based solders.