Top 5 tips for selecting software


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Considering new software for your organization? Download this free one-pager with our top 5 tips for how you can select the right solution to improve your business. Written in clear, no-nonsense language and drawing upon years of experience in helping businesses choose software, this free resource is suitable for anyone who’d like to make sure their next system is well chosen and delivers the tangible, real-world benefits that they expect from it.

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Top 5 tips for selecting software

  1. 1. Top 5 Tips for Selecting Business Software Be clear on your objectives and priorities Focus on the business case first: what are the outcomes you expect a new system to deliver for your business? For example, is it about streamlining processes, reducingcosts, improving coordination, boosting revenue, etc? Then map out the specific requirementsfor your new system, making sure you distinguish clearly between the ‘must-haves’ and the ‘nice-to-haves’. This prioritization at the outset will make life much easier when you come to evaluatingspecific vendors. Talk to a shortlist of several vendors Technology and companies change over time, so it’s important to consider a range of options in your selection process. Don’t just look at vendors you already know about or have usedbefore. And don’t jump at the first option that comes to mind. Take your time to cast the net a bitwider and identify a shortlist of great options to compare and evaluate. Investing in a new systemis an important decision with lasting impact on your business ... so invest the time to get it right. Get hands on with your own data and scenarios Go beyond the marketing brochures and make sure your evaluation process includes hands on testing of the solution with your own data and key business processes orscenarios. Depending on the system, this can be done via a free trial account or alternativelya scripted demo. The important point is to really experience the solution and get a sense of howit will work in practice for you. The devil is always in the details re functionality, and ease of usecan make all the difference. Involve a team of people in the process In general, no one person is able to fully understand and appreciate the requirements, benefits, risks and tradeoffs involved in the software selection process. By assemblinga team of people from different parts of the business, you maximise the chance that your chosensystem will deliver the expected outcomes ...without any unnecessary surprises! Software selection is the start, not the end Choosing the right system to purchase is important, but it’s just the beginning of a whole series of activities needed to get full value from your investment, including (a) implementation(b) training (c) actually using it. If significant customization and integration with other systems isneeded, then choose your implementation partner wisely. Also invest plenty of time and effort ininforming staff and ensuring they understand why the change is happening and how it benefitsthem. And once the system is in place and staff trained up, make sure that you are takingadvantage of its full capabilities.