Start with how your team works. Build around what it needs.
Map your existing tools, priorities, and recurring problems.
Agree on the work, responsibilities, and expected outcomes before implementation.
Check what changed and document what your team needs to maintain.
Get a clear plan for your systems, software, and next technology investment.
Connect the tools your team uses so information moves where it needs to.
Give your team a clear point of contact when technology gets in the way.
Review monthly pricing and plan features.