Field notes
Short notes on making everyday workflows more useful.
Ask the team which task they least enjoy doing each week. That is usually the best place to start: it repeats, everyone knows how it works and the benefit is felt straight away. Before choosing a tool, map the exceptions and agree how the process should run.
A connection that moves information is only half the job. A workflow the team can rely on also makes failures visible. Decide where errors go, who checks them and how an interrupted request gets picked up again.
Inconsistent categories lead to inconsistent reports. Agree the fields, owners and rules where the data is captured, then check that the report answers the question the team needs to act on.