You bought the tool. You hoped it would fix things. People still use spreadsheets and chase each other.
The tool is half used. Each person uses it a different way. The old way keeps sneaking back.
Software does not fix a mess. It makes the mess bigger and faster. If nobody decided how the work should go, the tool has nothing to follow.
1. Draw the steps first
Who does what, in what order. Do it before you pick a tool.2. Cut what is not needed
Do not build a tool around extra steps.3. Set up the tool to match
Now the tool helps the work, instead of fighting it.4. Teach the team and check in
Look at it again in a month. Fix what slips.We draw the steps first. We decide who does what. Only then do we set up the tool, so it fits the way work really moves. If you already own the tool, we make it fit.
Take the free check first. Then you will know what to fix before you buy anything else.