Start with the work
Connecting can reduce handoffs while preserving familiar tools. Migrating can be worthwhile when the current system is fundamentally wrong for the business. Compare the cost of training, historical data, and a transition period before deciding.
Make a small, useful change
Talk to the people who perform the task. Write down the steps, identify where information lives, and agree on what a successful result looks like. A simple, supervised workflow is a better starting point than automating an unclear process.
Review before expanding
Try the workflow with representative examples, including exceptions. Check the outputs, permissions, and handoff to a person when something needs attention. Keep what helps and adjust what does not.
Discuss your workflow ↗