Start with the business need
Define the work the tool must support, who needs access, which systems must connect and what would happen during an outage.
- List essential requirements
- Avoid duplicate tools
- Identify critical dependencies
Review security and control
Evaluate identity controls, permissions, encryption, audit records, backups, data location, export and vendor incident practices.
- Enable multifactor authentication
- Use least privilege
- Confirm data export
Manage the tool lifecycle
Assign an owner, document configuration, review licenses and access, and prepare a migration or exit plan.
- Remove former users
- Review costs regularly
- Document recovery steps