Draw the work rather than the products
Start with a customer journey: discovery, enquiry, agreement, delivery and follow-up. Under each step write the information created and the person responsible. Add the software names last. This exposes handoffs that a list of subscriptions can hide.
Name one authoritative record
If a customer address exists in three places, decide which one is authoritative and how changes reach the others. AI does not resolve contradictory sources by itself. A useful workspace needs clear relationships between records and a way to correct mistakes.
Look for repeated copying
Identify where people repeatedly retype the same fields, paste updates or search for the latest version. These are candidates for a small connected workflow. Check why the copying happens: it may reflect a permission boundary or a review step that should be preserved.
Keep the first change bounded
Pick one journey and a limited set of records. A connected Portacode implementation may bring the custom app, agent and hosting together, while existing specialist tools continue serving their purpose. Judge the change by fewer missed handoffs and clearer ownership, not by the number of products removed.
Practical guidance for this comparison. The examples describe work to configure and validate, not a tested product deployment. Editorial method and product sources.