5 Keys To Buying Software
Many companies look to upgrade or change their software at the end of the calendar year or their fiscal year. Since the New Year has begun, it's a good time to review the decision-making process, focusing primarily on customer relationship management (CRM), accounting and enterprise resource planning (ERP) software packages.
1. Should you be “in the cloud” or onsite?
“The Cloud” is all the rage today if you're looking at software applications. But don't believe the hype. You should really ask: “Who's going to use the application and how are they going to use it?” If your sales team is on the road and not in the office, then a solution like salesforce.com might be a good fit. But if your bookkeeper is using QuickBooks or Peachtree, which you update only every other year, is it really necessary to be cloud based? I was speaking with a potential customer who was looking at changing everything to the cloud, but when he compared the five-year cost for the software, the server-based solutions were less expensive and wouldn't require upsetting the whole apple cart.
That brings me to … 2. You know your business and the foundations of which you work, so why change?
You have little quirks and necessities, key features you demand. A cookie-cutter approach may only get you 90 percent of the way there. CEOs and owners are practical; it's all about the numbers. But the employees who use the software? They will want everyday experiences.
3. Preparation and planning are key.
It's all about planning and preparation. Do your homework. Dig deep. Ask tough questions. Interview industry peers to see what works for them. Who uses it? How do they use it? What do they need to achieve their expected results?
4. You want results, not miracles.
You're going to purchase this new software and you're going to be transformed into the most highly efficient, profitable machine ever! Well, probably not, so set realistic goals. You need patience to see tangible results. It will work and you'll be happy with the results you achieve and your team will make it work.
5. Be like Santa: make a list and check it twice.
I couldn't miss an opportunity to reference the holidays that just passed. You should document your steps in the evaluation process and check over your system to make sure you didn't skip anything.
There's nothing wrong with making an informed decision and you're not out to impress your friends or associates. Your new software should help you be more efficient and give you the data you need to make better decisions. There will be highs and lows when you upgrade or make a new purchase. But if you're prepared, you'll be able to reach your desired objectives. Demonstrable results and improving the work you do are the ultimate goals, and with any new software, you'll hit your target if you stay focused.
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Len Diana is marketing and sales manager for Baesis Inc., a value-added reseller of technology products in Northborough. He can be reached at ldiana@baesis.com.
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