Start here
Pick one handoff that should stop being a scavenger hunt.
You do not need a master technology plan to make progress. Choose one repeated handoff, map the current process, and make the next decision small enough to observe.
Name the repeated handoff
Choose one moment where work changes hands: an inquiry becomes a quote, a booking becomes a job, completed work becomes an invoice, or a file becomes an approval.
Map the work before shoppingWrite the current home
List where the customer record, current status, files, messages, and final outcome live today. Mark where people have to search, re-enter details, or ask for updates.
Choose a source of truthAssign a business owner
Name the person responsible for the process, the account, and the next review. Make sure recovery and billing details do not belong only to a personal login.
Give every app an ownerReview one month later
Check the actual work for missing records, duplicate steps, private workarounds, customer delays, and subscription costs. Decide one improvement at a time.
Run a 30-day adoption review