Understand work outside the application
Review spreadsheets and manual tasks with users. A feature may exist but be misconfigured, difficult to use or unable to cover a new requirement.
We review your current software and the work still done outside it. Prioritise improvements and establish its limits before considering replacement.
Talk to CADTConfiguration and permissions review
Data and report quality
Connections to other tools
Prioritised improvements and training
Review spreadsheets and manual tasks with users. A feature may exist but be misconfigured, difficult to use or unable to cover a new requirement.
Adjust forms, approvals, data and reports within the tool’s capabilities. Test improvements with real records and explain the revised process to the team.
When a capability is missing, assess another application, an extension or replacement. Clarify what can be retained and the effort each option requires.
You receive a prioritised plan and agreed improvements checked with users. Changes and instructions are documented for ongoing maintenance.