The problem
Your stack grew one tool at a time.
A CRM for sales, a board for projects, a sheet for hours. Each one made sense at the time. Now the same client lives in five places, and each one tells a slightly different story.
Access
Every login sees a different slice.
Sales has the call notes, finance has the invoices, and account leads are hoarding client context in their own drives. Each person's AI only reaches what their own account can, so it fills the gaps by guessing.
The assessment
It starts with a look at everything you pay for.
I go through every tool and account: what it does, who uses it, and whether it's the right home for that work. Each one gets marked keep, move or cut.
The design
Then I design how it fits together.
If nobody uses it, it goes. Work in the wrong tool moves to the right one (I often recommend Notion). Every tool that stays gets a clear job and purpose-built connections to the others, with an AI layer that can read across all of it.
Adoption
Your whole team works from it.
Everyone on your team sees the whole stack, and so do their AI tools. Wherever they're working, they have the full picture, not one login's slice.