Catalog LMS features, enabled modules, and license limits, then map them to your institution’s policies and service level expectations. This clarity reveals boundaries for safe experimentation, uncovers surprising extensibility, and prevents well-meaning automations from violating enrollment rules, grading flows, or record retention requirements.
Shadow enrollment coordinators, instructors, and support teams for a week to observe time-consuming copy‑paste routines, duplicate approvals, and manual exports. Convert these observations into a prioritized backlog of low-risk automations that save hours, reduce help tickets, and create delightful learner moments without changing core systems.
Select a contained use case, such as automatic waitlist promotions or instructor onboarding checklists, with unambiguous success criteria. Favor scenarios that touch multiple stakeholders, showcase visible improvements within weeks, and can be rolled back cleanly if needed, preserving trust while demonstrating credible acceleration.