Workflow audit
Tool stack consolidation
Consolidate tools by system of record, workflow owner, frequency of use, and replacement risk.
Symptom
The team has overlapping tools and subscription creep.
Diagnosis steps
- 1. List subscriptions
- 2. Map workflows
- 3. Find overlap
- 4. Check contract dates
Repair steps
- 1. Keep systems of record
- 2. Remove duplicates
- 3. Plan migration
- 4. Add watchlist checks