Tools, Workflows & Adoption

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Choose and implement tools around the way your team needs to work, not the other way around.

Tools are expensive. Selecting them, configuring them, and teaching people to use them requires a significant investment. Poorly managed implementations can also create confusion, frustration, and resistance. We help teams make thoughtful technology decisions and build the workflows, training, and support required to get meaningful value from them.

Choose and implement tools around the way your team needs to work, not the other way around.

Tools are expensive. Selecting them, configuring them, and teaching people to use them requires a significant investment. Poorly managed implementations can also create confusion, frustration, and resistance. We help teams make thoughtful technology decisions and build the workflows, training, and support required to get meaningful value from them.

Case Study

Overview

After a merger, two large design teams totaling in a 500-person org combined. Their toolkit was scattered and expensive: duplicative tools, no centralized naming convention, and a proliferation of micro preferences made it difficult to find relevant files and collaborate across teams.

We assessed which tools people were using, uncovered redundancies and workarounds, and designed ideal workflows before creating the tool selection criteria. The business case we built carried costs for ramp down, migration, and adoption along with license counts. Rollout was done with role-specific training, naming and file storage conventions, user management criteria, named owners for each area, and a quarterly true-up process.

We value the privacy of the companies we work with. For a more in-depth look at our Tooling and Workflow Alignment work, please schedule a consult.

Impact

  • Toolkit consolidated from seven tools to three core tools for all.

  • $500k in license recapture and tool consolidation against a $4.5MM non-labor budget.

  • Adoption: 100% of the organization adopted the new tool and workflow in stages within 3-5 months.