Choose one task that your team repeats regularly. It might be updating an action log, preparing a status report or recording expenses. Describe the result you need before choosing a tool.
Start with a small example using information you are comfortable sharing. Compare the output with the way you work today. Ask whether the new workflow makes the task easier to complete and easier to check.
Keep a person responsible for reviewing the result. Agree what needs approval and what should happen when an input is incomplete. A useful workflow makes these decisions visible.
Our Expense Tracker is one example to explore. Use the link below to visit the application; the application may have its own sign-in requirements.