Why this matters
When technology changes faster than the business process, teams can end up with duplicated tools, unclear ownership, weak access controls, and support confusion.
Use this resource when
- Your business has added new tools quickly.
- Employees use several platforms to complete one task.
- Technology ownership is unclear.
- You want to align tools with how the business actually works.
What to review
- Communication tools such as email, chat, and meetings.
- File storage and document workflows.
- Customer, scheduling, finance, and operations systems.
- User access and approvals.
- Automation opportunities.
- Support contacts and vendor ownership.