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饾棔饾槀饾槅饾椂饾椈饾棿 饾榿饾椀饾棽 饾棩饾椂饾棿饾椀饾榿 饾棪饾椉饾棾饾榿饾槃饾棶饾椏饾棽


Installing the right processes and systems is critical for successful expansion, and many of those rely on software.


Bad decisions could cost time, money, and distract from growth.


To move forward effectively, follow this process:


饾煭. 饾棞饾棻饾棽饾椈饾榿饾椂饾棾饾槅


Start with the business question and not the technical need. How will the software grow the business?


In some cases, difficulties between people may be the underlying issue, and that must be resolved before automating any process.


Understand the challenges from the team鈥檚 perspective and how software is the right resolution.


Software is the tool, not the solution itself.


饾煯. 饾棗饾棽饾棾饾椂饾椈饾棽


Some questions to address:

路 What does the software need to accomplish?

路 Are there any limitations with your existing system?

路 Do you want off-the-shelf or something more customizable?

路 What type of security and privacy do we need?


For large changes, determine everyone affected, including clients, then engage them with surveys, conversations, and updates.


饾煰. 饾棙饾槂饾棶饾椆饾槀饾棶饾榿饾棽


Besides the internet, consider other ways to discover options:

路 Ask other founders for advice

路 Check in a networking group

路 Get at least 3 options to compare


Provide all users demos to identify and address issues.


饾煱. 饾棥饾棽饾棿饾椉饾榿饾椂饾棶饾榿饾棽


You have ways to push for a better price:

路 Rely on investors and vendors for leverage on pricing.

路 Purchase only the licenses and tiers you need.

路 Offer exposure (e.g. case study or referrals) for a lower price.


饾煴. 饾棩饾棽饾槂饾椂饾棽饾槃


Make sure you made the right purchase annually, more often for largest expenses. Question:

路 Are we getting the expected benefits?

路 Are we experiencing any problems?

路 Is the vendor responsive?

路 As we grow, will this software still help us?

路 Are we optimized on licenses and tiers?


饾棧饾椏饾椉 饾棖饾椉饾椈饾榾饾椂饾棻饾棽饾椏饾棶饾榿饾椂饾椉饾椈饾榾


饾槉饾槹饾槸饾槾饾槳饾槬饾槮饾槼 饾槧饾槹饾樁饾槼 饾槍饾樄饾槳饾樀 鈥 Know the exit from outset and consider installing systems and software which complements that vision.


饾槚饾槸饾槮 饾槓饾槸 / 饾槚饾槸饾槮 饾槚饾樁饾樀 饾槜饾槹饾槶饾槳饾槫饾樅 鈥 Justify what software or process we're replacing to consider the larger context of workflow.


饾槈饾樁饾樅 饾樂饾槮饾槼饾槾饾樁饾槾 饾槈饾樁饾槳饾槶饾槬 鈥 Decide to build based on specific needs or if the product can be sold later. Otherwise, buy off the shelf.


Your business will have an abundance of software running your delivery, sales, marketing, reporting, and administration.


Think holistically and focus on the outcomes from your investment.

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