Technological Tools

Test the workflow before adding another tool

Overlapping applications add training effort and fragmented information. Before choosing a product, ask whether an existing platform already covers the use case and whether the problem is a process rather than a feature gap.

Questions to answer before deciding

• Review current licenses, adoption and duplication across teams.
• Run a realistic task from start to finish, including handoffs and exceptions.
• Assess access controls, data ownership, integration effort and user support.

When the goal is to improve systems already in use, review PlanAxion's optimization services.