Changing business software at first glance could seem somewhat daunting, but it really doesn’t have to be. At Brightpearl we help numerous companies migrate to our software and as Director of Services and Support I’ve put together some handy tips if you're thinking about changing systems for your own business.
- Research what it is you need for your business. What is your current set up, why isn’t it working and what are the key things you need from a new system? The last thing you want to do is choose a system that doesn’t actually do what you intended it to. To help choose the right software I recommend you put together a score sheet of criteria you need and rate each solution you are reviewing against this.
- Once you have chosen your software solution, as tempting as it may be to get ‘stuck in’ straight away, I would strongly advise you against this approach! The best implementations are well planned and thought out. Put together a realistic schedule for implementation which allows you enough time without rushing it, but not too much time that you lose impetus half way through. As part of your planning process ensure you learn about your new software - read the manuals and ‘getting started’ instructions, join any webinars or demos on offer, watch videos and generally immerse yourself in whatever documentation is available.
- If you have any doubts about being able to do it yourself then get expert help. Some of the worst implementations I have seen are those companies who try and go it alone but don’t have the time or resources to dedicate to it. Paying for a little bit of professional services expertise up front can save you both time and money further down the line, when you then find out your business system hasn’t been set up properly to enable you to run your business as efficiently as possible.
If you follow these 3 simple steps the road to implementing new software for your business can be a lot smoother, you are more likely to use it properly and in doing so, you'll reap the rewards of greater efficiency for your business.