Practical steps
Use this as a working checklist. The advice is useful on its own; MyTitan is introduced only where the workflow naturally benefits from being connected.
Step 1
Find the repeat handoffs
Start with the places where information is copied between inboxes, spreadsheets, calendars and finance tools. Re-entry is usually where admin grows fastest.
- List the last ten jobs
- Mark every repeated data entry point
- Separate useful checks from avoidable duplication
Step 2
Choose one source of truth
A customer, booking, job or invoice should have one authoritative home. Everyone should know where to look before asking another person for an update.
- Pick the owner for each record type
- Remove duplicate status lists
- Keep notes beside the work they explain
Step 3
Standardise the next action
Admin is easier to reduce when every status has a clear next step. A job waiting for approval needs a different owner from an invoice waiting for payment.
- Name the common statuses
- Assign an owner to each status
- Review blocked work at the same time each day