Before fixing anything, you need an honest picture of where your system stands. That means reviewing eight key areas — from data quality and workflows through to user access, integrations and technical health. Most businesses find at least two or three areas that need attention, often ones they weren't aware of. A structured self-audit takes around 10 minutes and gives you a clear starting point.

Not everything needs fixing immediately except backups! Data quality problems affect everything downstream — workflows, reports, integrations — so they tend to come first. Quick wins like removing unused fields or fixing broken automations can have an immediate impact. Bigger structural issues take longer but are worth scoping properly before starting as part of maintenance.