Year-End Workflow Audit: Set your Team up for a Stronger Start in 2027

Is your Apricot setup still working the way it was designed to — or has it quietly drifted from how your team actually works? The end of the year is the right moment to find out.

This session gives Apricot admins a structured, practical approach to auditing workflows before the new year begins. You'll leave with a clear picture of what's working, what needs attention, and exactly where to focus your energy heading into January 2027.

Here's what we'll explore together:

• What a workflow audit actually looks like in practice
• Forms, fields, and records that no longer reflect current programs
• Permissions and user access that need a second look
• How to prioritize fixes so your team isn't overwhelmed heading into Q1.

The work your team does every day depends on a system that reflects how you actually operate. Taking time now to realign your workflows isn't just good maintenance — it's an investment in the accuracy, efficiency, and credibility of everything your data supports in the year ahead.