Where it shows up
The team is choosing or fixing tools such as an LMS, LXP, authoring tool, content library, survey tool, knowledge base, AI tool, or reporting system.
Look for the job the tool needs to do, admin burden, integrations, data quality, accessibility, governance, reporting, and maintenance.
No technology
Write the workflow the tool needs to support before comparing features.
Microsoft 365 or Google Workspace
Use a requirements table with must-have, nice-to-have, owner, risk, and evidence columns.
AI-assisted
Ask AI to turn a list of tool complaints into workflow, governance, data, and reporting requirements.