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Tool roles

Give each tool one job

The team is comparing many products at once and treats every feature as if it must live in one platform or be used by everyone.

Planning principle

Choose a clear role before you judge a feature list.

The team is comparing many products at once and treats every feature as if it must live in one platform or be used by everyone.

Use it in the workflow

Start with these decisions

  1. Describe the job as drafting, finding information, organizing work, automating a handoff, or supporting a review.
  2. Name the person who starts the work and the person who remains accountable for the final result.
  3. Check whether the role needs a system connection, approved information, or a human release step.
  4. Keep the first trial narrow enough that the business can stop or change it without disrupting core work.

Pause point

Do not let a convenient platform role become an unowned operating decision

A tool can be useful for one job and unsuitable for another. Avoid turning a short trial into a company-wide platform choice before the team understands the role, access, and review effort.