Audit where context gets recreated
Look for workflows where tasks, notes, and decisions are repeated across multiple tools because no single place feels trustworthy.
Choose a core operating layer
Pick one product to hold recurring work, shared notes, and key process references so the team has a real center of gravity.
Move recurring workflows first
Launches, hiring loops, and operating rituals create the biggest fragmentation pain and deliver the clearest early wins.
Add infrastructure only when needed
Avoid optimizing for scale or governance too early; stabilize usage first, then deepen the system.
Apply the system without overbuilding it
The safest way to use a guide like this is to start with the one workflow creating the most drag, fix that surface well, and only then expand the system. Good process design compounds. Premature process complexity does not.