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๐—•๐˜‚๐˜†๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—ฅ๐—ถ๐—ด๐—ต๐˜ ๐—ฆ๐—ผ๐—ณ๐˜๐˜„๐—ฎ๐—ฟ๐—ฒ


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:


๐Ÿญ. ๐—œ๐—ฑ๐—ฒ๐—ป๐˜๐—ถ๐—ณ๐˜†


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 teamโ€™s perspective and how software is the right resolution.


Software is the tool, not the solution itself.


๐Ÿฎ. ๐——๐—ฒ๐—ณ๐—ถ๐—ป๐—ฒ


Some questions to address:

ยท What does the software need to accomplish?

ยท Are there any limitations with your existing system?

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

ยท 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.


๐Ÿฏ. ๐—˜๐˜ƒ๐—ฎ๐—น๐˜‚๐—ฎ๐˜๐—ฒ


Besides the internet, consider other ways to discover options:

ยท Ask other founders for advice

ยท Check in a networking group

ยท Get at least 3 options to compare


Provide all users demos to identify and address issues.


๐Ÿฐ. ๐—ก๐—ฒ๐—ด๐—ผ๐˜๐—ถ๐—ฎ๐˜๐—ฒ


You have ways to push for a better price:

ยท Rely on investors and vendors for leverage on pricing.

ยท Purchase only the licenses and tiers you need.

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


๐Ÿฑ. ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„


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

ยท Are we getting the expected benefits?

ยท Are we experiencing any problems?

ยท Is the vendor responsive?

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

ยท Are we optimized on licenses and tiers?


๐—ฃ๐—ฟ๐—ผ ๐—–๐—ผ๐—ป๐˜€๐—ถ๐—ฑ๐—ฒ๐—ฟ๐—ฎ๐˜๐—ถ๐—ผ๐—ป๐˜€


๐˜Š๐˜ฐ๐˜ฏ๐˜ด๐˜ช๐˜ฅ๐˜ฆ๐˜ณ ๐˜ ๐˜ฐ๐˜ถ๐˜ณ ๐˜Œ๐˜น๐˜ช๐˜ต โ€“ Know the exit from outset and consider installing systems and software which complements that vision.


๐˜–๐˜ฏ๐˜ฆ ๐˜๐˜ฏ / ๐˜–๐˜ฏ๐˜ฆ ๐˜–๐˜ถ๐˜ต ๐˜—๐˜ฐ๐˜ญ๐˜ช๐˜ค๐˜บ โ€“ Justify what software or process we're replacing to consider the larger context of workflow.


๐˜‰๐˜ถ๐˜บ ๐˜ท๐˜ฆ๐˜ณ๐˜ด๐˜ถ๐˜ด ๐˜‰๐˜ถ๐˜ช๐˜ญ๐˜ฅ โ€“ 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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