Tool Stack and Automation Audit
Review software tools for overlap and automation potential.
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Audit the software tools my team uses. Tool list with cost and users: [TOOL_LIST]. Main workflows (for example lead to cash, hire to onboard, request to delivery): [MAIN_WORKFLOWS]. Biggest daily time sinks: [TIME_SINKS]. Return these tables: 1. Tool inventory: Tool | Purpose | Owner | Monthly cost | Users (active vs paid) | Overlap with another tool | Integration with other tools | Verdict (keep, consolidate, replace, remove). 2. Workflow map: for each workflow, list the steps, the tool at each step, and where information is copied by hand. 3. Automation candidates: Task | Frequency | Minutes per run | Monthly hours | Automation approach (native feature, no-code tool, script) | Risk | Payback in weeks. 4. Security and access: tools without single sign-on, former employees with access, shared passwords. Add a savings summary (money and hours per month), the top three changes to make first, and a migration warning list for anything holding important data. Do not recommend a specific product unless it solves a stated need; describe the needed capability first.
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Tool inventory (excerpt) Tool | Cost/mo | Users (paid/active) | Overlap | Verdict Project app A | $120 | 12/7 | Task list in tool B | Consolidate Form builder | $29 | 3/1 | Native forms in CRM | Remove Automation candidates Task | Frequency | Minutes/run | Hours/month | Approach | Payback Copy new leads from form to CRM by hand | 25/week | 4 | 7.2 | Native integration | 1 week Weekly sales report | weekly | 90 | 6 | Scheduled export | 3 weeks Savings: $149/month and about 13 hours/month. Top three changes: connect form to CRM, drop the form builder, reduce project app seats from 12 to 8.
Illustrative only, made-up data. Your results will differ and must be reviewed.