How to Use ChatGPT to Audit Your Tech Stack (and Save Money)

Sure, you need to use Chat GPT to streamline your tech stack audit, pinpoint overlapping options and assist remove pointless spending on your legislation agency! Right here’s how.

Expertise allows us to observe at our peak, however with authorized expertise platforms and productiveness apps always including new options, we began to surprise if we’re overpaying — and underusing what we had.

Manually evaluating every thing in our tech stack appeared overwhelming. We’re all the time in search of helpful methods to make use of synthetic intelligence to avoid wasting time, so when considered one of us noticed an article from WovenLegal on easy methods to use ChatGPT to do an audit that may detect overlapping and extraneous providers, we needed to attempt it out.

Right here’s the way it labored. (Spoiler alert: This was not almost as straightforward because the article suggests, however nonetheless rather a lot faster than doing it manually.)

1. Create Your Tech Spreadsheet

I pulled all of our enterprise assist applied sciences right into a single report itemizing every platform, with columns for month-to-month or annual price, frequency of use, whether or not or not it supplied a core enterprise perform, and the principle factor we use it for. For instance, the primary few rows appeared like this.

A screenshot of a computer

AI-generated content may be incorrect.

2. Load the Spreadsheet Into ChatGPT

I uploaded the spreadsheet into ChatGPT and used the next preliminary immediate, which I borrowed straight from the article.

PROMPT 1: Please evaluation the connected spreadsheet of expertise spend for my agency. Spotlight any overlapping providers or redundant bills the place a number of instruments serve the identical perform. My aim is to remove pointless spending and streamline our tech stack.

Sadly, ChatGPT acquired somewhat hung up on my “Predominant Perform” column and produced a listing of overlaps based mostly on what we use it for quite than what the platforms can really do. Not useful.

I tweaked the immediate to get the AI to have a look at every platform’s options and ignore the “Predominant Perform” column.

PROMPT 2: Most of the instruments listed have a number of options. Disregarding the “Predominant Perform” column and searching on the totality of options that every program presents (options are usually not listed on the spreadsheet — you have to to analysis them), inform me the place there’s overlap between the assorted platforms.

This produced higher outcomes. I acquired a listing of every instrument’s core capabilities and capabilities after which a set of recognized overlaps and proposals. For instance:

Be aware-Taking and Doc Collaboration:

Overlap: Each Evernote and Google Office supply note-taking and doc administration options.

Advice: Consider which platform higher fits your crew’s workflow. If deep integration with electronic mail and different productiveness instruments is crucial, Google Office may suffice, permitting you to discontinue Evernote.

Undertaking Administration and Job Monitoring:

Overlap: Trello offers mission administration capabilities, whereas Google Office can obtain related outcomes utilizing instruments like Google Sheets or Google Preserve.

Advice: In case your crew requires specialised mission administration options like Kanban boards, Trello is helpful. Nevertheless, if primary job monitoring suffices, consolidating inside Google Office might scale back prices.

3. Do a Deeper Dive Into the Techniques and Platforms That Matter Most to You

Workflows and job administration are vital to our enterprise. I used to be curious to see if we might consolidate our job administration right into a single instrument. However ChatGPT solely in contrast Trello with Google Suite. It’s vital to dig deeper with AI. I do know that Evernote now presents some job administration as a result of considered one of our teaching purchasers makes use of it for his agency. ChatGPT didn’t take into account this, so I requested a extra particular query.

PROMPT 3: How does Trello examine with the duty administration options now accessible in Evernote? Specifically, take into account the 2 within the context of a small crew.

Now we had been getting someplace!

ChatGPT produced side-by-side comparability tables for 3 classes:

Job creation and construction

Collaboration and crew visibility

Automation and customization

It then supplied the under desk of best-use circumstances for small groups, in addition to closing suggestions:

TrelloEvernote– Group mission administration– Private or department-level job lists– Agile / Kanban workflows– Job lists linked to assembly notes or analysis– Consumer or matter-based mission monitoring– Small-scale mission notes with embedded duties– Multi-step, collaborative workflows– Storing procedures, then assigning associated duties

Last Advice for Small Groups

In case your small crew wants a visible, collaborative system the place everybody can clearly observe mission phases and particular person tasks, Trello is the higher alternative.

In case your crew primarily works from paperwork, assembly notes, and inside information bases, and also you simply want light-weight job administration embedded in documentation, Evernote might suffice.

ChatGPT went additional and supplied the professionals and cons of consolidating every thing into Trello versus placing all of it into Evernote, in addition to a hybrid method — utilizing Evernote for information administration and Trello for workflows and job administration. It gave a closing advice.

My Advice for a Small Regulation Agency

In case you worth simplicity and price financial savings → Consolidate into Trello

If inside documentation is mission-critical → Keep on with the hybrid mannequin (Evernote + Trello).

If you need a really all-in-one alternative → Take into account ClickUp or Notion, which cowl duties, tasks, and docs.

As a result of the purpose of this train was to find out essentially the most cost-effective, consolidated tech stack, I made a decision to make use of ChatGPT to assist me determine on a single instrument that may accomplish what we would have liked. That is the place issues acquired much more fascinating. It gave me the core performance and execs and cons of a sequence of doable instruments, together with why a agency may take into account one or the opposite and the kinds of companies every can be finest for.

Last Advice Primarily based on Your Wants

NeedBest AlternativeAll-in-One Be aware + Job ManagementNotionProject Administration with Constructed-in DocsClickUpMicrosoft-Centric WorkflowsOneNote + PlannerCustomizable WorkflowsCodaAdvanced Job and Group ManagementAsana

It then provided to assist me plan the transition from our present hybrid Trello/Evernote system to any one of many instruments. I mentioned, “Certain, give me a plan to transition from Trello and Evernote to ClickUp.”

Chat GPT produced a phased migration plan, with duties and milestones to be achieved in every part, directions and anticipated timing. It additionally provided to create template workspaces I might arrange in ClickUp with the suitable folders, lists and customized views, together with a listing of automations and integrations to streamline and automate workflows.

All of this took about 5 minutes from Immediate 1 to the era of the ClickUp migration template.

So, Can You Use ChatGPT to Audit Your Tech Stack?

Completely!

Is it good? No.

Be ready to tweak your prompts as you go alongside, and be sure to begin with a transparent image of the issues you’re making an attempt to resolve with expertise. ChatGPT can shortly establish some key overlaps in your expertise and supply alternate options for consolidating your instruments, growing your effectivity, and lowering your spending. It can even present you, step-by-step, easy methods to migrate between instruments.

Is it a helpful train with the potential to be a very absorbing rabbit gap?

You wager … have enjoyable!

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Karen Dunn Skinner and David Skinner assist legal professionals and authorized professionals construct extra environment friendly, productive and worthwhile practices. They’re the co-founders of Gimbal Lean Apply Administration Advisors and legal professionals with over 20 years of expertise every in Canada and Europe. Collectively, they’re the unique World Advisors on Authorized Course of Enchancment to the Worldwide Institute of Authorized Undertaking Administration. They write and communicate usually, facilitate authorized course of enchancment tasks throughout North America, and have taught Gimbal’s LeanLegal® method to hundreds of authorized professionals.