Tool consolidation is not a one-off exercise. It is an ongoing strategy. As your organization grows and changes, you will likely need to continue consolidating and re-consolidating your tools while innovating with modern software. Here is an efficient process:
Review your tools and their purpose regularly. Dive into the tools you have within your organization, review what purpose they’re serving, and how critical they are to your operation. You should also establish consolidation goals, key metrics you’re going to track to measure success, and methodologies you’re going to use.
Understand use cases. Describe a use case for all the tools being kept or transformed, and find a place for them to land at the end of the process. Establish clear roles and responsibilities for team members involved in the consolidation process.
Monitor and review process. Monitor and troubleshoot changes and any problems which may occur. Remove or reintroduce tools as necessary.