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5 things to think about when changing your software setup

Written by Fitzpatrick Group • Business Manager
Published on 18 Jun 2019

Changing software is a big task, it is time-consuming to find the most appropriate one, to move data, train staff, update procedures and implement. It takes a lot of time and commitment throughout the whole process from start to finish. To ensure you make the right decision before going down the road of changing, it is important to consider what you need from the software and what will best suit your team.

In this blog, we tackle the top 5 things to think about when changing your software setup

1. What are the main functionalities/requirements you will need in the software?

Make a list of what requirements your team will need from the software. Will they need templates, access outside of the office, a section for new leads etc. Get feedback from your team on what they would like to see and what they need to do their job efficiently.


2. What are the issues with the software you have now?

Make a list of frustrations that the team have with the current software. This will give a good idea of what to look out for when researching other similar software and questions to ask when speaking with the software salesperson.


3. What is the budget for the new software?

Do some research on the average software cost and find out how much you are currently being charged for the software you are using now.  Compare the pricing to the average. If there is a substantial difference raise with the Director’s your proposed plan to change the software and how it could improve staff efficiency and productivity ultimately resulting in more profit. With some calculations, your budget might increase. It is important to not let your budget become a barrier as it is a very big investment and you don’t want to be stuck with a software that doesn’t match your requirements because it was cheaper.


4. How many users will need access?

This is important as many software’s charges per user, increasing the cost. It is also important to ensure the software enables you to have the number of users you require all logged in at once and it won’t affect the speed or access. You don’t want to have a great software in place that can only be used by 5 team members at a time.


5. Will it need to integrate with other software’s?

Look at your other software programs and think about the possibility of them linking together, the reduction of doubling up work and re-saving documents etc. Many software’s can now sync with each other, reducing admin time and minimising room for human error.

The above 5 points are only the start of what to think about when looking at changing the software. It is important to take your time when researching and deciding on new software. Reach out to other businesses for feedback on the programs they are using, read reviews, get feedback from your team on what they would like and not like to see and trial out different software before making the final decision.

What do you think of our 5 things to think about when changing your software setup? Let us know in the comments below.

Check out another recent blog in this category.

Authour • Fitzpatrick Group

Business Manager, Fitzpatrick Group

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