For every Zoom call or Slack message that quickly becomes part of your daily workflow, there's a CRM system that doesn't quite integrate right, a customer service platform that misfires, or an inventory management system that's too cumbersome. Separating tech that could improve your business from so-called "upgrades" that will only cause more problems is going to be key to completing and refining your digital pivot.

On today's show, Mike Klaus shares a five-step process for defining, planning, executing, and reviewing your tech investments to make sure they're giving your margins, service, and efficiency a BIG boost.