WordPressList the jobs, not the tools
- Write down the jobs done for each client: reporting, creative research, launching, approvals, attribution.
- Next to each job, write the tool that does it today and who uses it.
Find overlaps and gaps
- Two tools doing the same job: decide which one is the source and retire the other.
- A job done in a spreadsheet or a chat: mark it as a gap, and note the risk.
Check ownership of numbers
- For each figure in the client report, write where it comes from and who can change it.
- If nobody can say, treat the figure as unverified until someone owns it.
Count the real cost
- Add the subscription, the seats, the add-ons and the hours spent copying data between tools.
- Compare with the cost of the problem the tool solves, not with the cost of the next tool.
Decide with a rule
- Keep a tool if it is the source for a number or a step you cannot do without.
- Cut a tool if it only repeats what another one shows.
