Write down the two or three results you must move this quarter, then list hard limits like budget ceilings, compliance requirements, and staff capacity. When a tool or integration appears exciting, compare it to these anchors. If it cannot measurably advance outcomes within constraints, it does not belong.
Sketch how work actually flows today, not how you wish it worked. Identify repeat handoffs, duplicated data entry, unclear responsibilities, and approvals that stall. Even one fewer manual step can reclaim hours weekly. Start by removing steps, then add tools only where bottlenecks persist and measurable gains are likely.