Before choosing another tool, start with the work.

Ask where the friction is

Choose a process that people can describe clearly. Where is information copied, where does work wait, and what requires repeated checking?

Understand the people involved

A process is more than its steps. Talk to the people doing the work and those who depend on the result. Make the desired outcome clear before selecting tools.

Explore what you already have

An existing platform may provide part of the answer. A simpler SharePoint experience, a connected workflow or a focused application may be more useful than adding complexity.

Agree what success would look like

Define what should become easier, clearer or more reliable. Establish a baseline if you want to measure the effect of the change.