This post was adapted from our November 2019 Newsletter, and focuses on the process of changing software in the business space.
As an Accredited Business Consultant, I focus on navigating the ever-changing balance between tech and people. When companies are changing software this differentiation becomes incredibly important to be aware of. My mantra is to let people do people stuff, and let tech do tech stuff. Knowing how to leverage the tools you have available for your business – no kidding – will make you money.
- Before changing software, know the pros and cons. Before adding software, be sure the function you need is not already available (we don’t know what we don’t know – know your tools). Don’t get software whiplash, but similarly don’t get stuck in software that really isn’t a fit for your business.
- Duplicate entry is awful. Knowing how to leverage integration tools, platforms like Zapier, and select software packages that already work well together can literally increase your net profit. Consider hiring a developer to build integrations for common connections, rather than copying and pasting, or mastering the manual import process.
- Don’t shy away from Discovery. Spending time on the front end to make sure your software will do everything you need it to do – again – saves you money, and will set your business up for success. Learn more about our process here.
- “Hard” Price doesn’t always determine ROI. When making a software decision, consider the soft cost of your team’s training time, learning curves, and troubleshooting. Use a partner (ahem, like us), who has the experience and ability to keep soft costs to a minimum, and make sure the training you require is impactful.
- The software that works when you are a freelancer is not necessarily the software you need with 60 employees, a more complex business structure, and new challenges that occur. It’s worth scheduling a quick meeting with us to make sure you have the tools to grow.
If you have questions spurred on by the above, or just want to talk through some challenges you are encountering with your software, schedule a session with me here.If you like this article on How to Update Your Unemployment Rate in QuickBooks, you can find more info on how we can help you, contact us or check out how to become a client.