Software Selection

Deciding which software best suits your organization's needs can be overwhelming. That's where we come into play. Our process is built around the idea of repeating success. Whether you're looking for a new ERP or CRM to be the catalyst in your digital transformation journey - the path to get there is very similar.

Below is our process. After you see some of the major milestones broken down, you might start to see why you and your team members were getting overwhelmed trying to solve the situation by yourselves.

1. Understand

Most software changes stem from existing challenges. We need to understand where you are today, where you want to be tomorrow, and an idea of where you see company in five years.

2. Gather

We now need to conduct interviews with several key stakeholders to understand the many different facets to your organization that will be impacted by the software change.

3. Build

Aggregating all of the data that we've captured, we now need to build a sophisticated list of requirements and user stories for each of the functional areas of your organization.

4. Shop

Using everything we know about your company, its culture, and future, we identify possible fits to measure aginst our extensive requirements list and how well the solution performs for each need.

5. Select

After weeks of demos, scoring, and deliberation, it's time to narrow down the solutions to the top contenders and to assess how well each solution meets the needs of your teams.

6. Partner

Ideally, we should already know which solution integrator will perform the full implementation. If not, it's time to interview and select the partner that will bring your software to life.

7. Implement

With the software selected, we're moving into the implementation stage where the partner delivers your tailored software solution over a mutually agreed timeline.

8. Train

Once the solution is built, it's time to get your teams skilled up and familiar with the new software. You'll also decide around this time how much you'll want to own your new and shiny software solution.

9. Go-Live

It's time to commit to a date of when your teams that will use the new software solution going forward. Set a date, get the final data conversions needed complete, and start reaping the benefits of your investment.

10.Roadmap

Identify the growth path for your software. It should never be implemented and left alone. Business conditions constantly evolve, and your solution should continue to evolve with your organization.

"Change happens when the pain of staying the same is greater than the pain of change." - Tony Robbins

If our take on software selection seems like a lot - you're right. Selecting the right software for your business can make it - or break it. Any organization that is contemplating changing software solutions must understand the level of effort and commitment required to successfully adopt a new set of standards or ways of working.

Our process is thorough, and it ensures you're investing appropriately and proportionally to the end you want to achieve.

Ready to get started!

Click here for ERP Selection

Click here for CRM Selection