Audit Licenses And Feature Flags
Most teams pay for Enterprise tiers but only use the basics. Do a feature audit—flows, reports, automation suites—and highlight what’s off today that could save effort tomorrow.
Partner with finance to show the cost per unused feature. Nothing motivates adoption like wasted budget.
Standardize Data Flows
Map how data moves between systems today. Fix the duplicates, mismatched fields, and manual CSV exports. This alone unlocks better reporting and downstream automation.
Add lightweight quality checks and ownership for each integration so things stay clean.
Enable The Humans
Document the upgraded workflows, build playbooks, and run workshops. Adoption does not happen magically—you need enablement and follow-up to make the new foundation stick.