3 Tips for Seamless Software Integration

Putting new software into your business can feel just as tricky as any other action you are going to take. If it doesn't go well, it can lead to headaches, confused employees, and wasted money. Here are three simple tips to help you add new software without the stress.

Make a Good Plan First

You wouldn't build a house without a plan, right? The same goes for new software. Before you start, you need to map everything out.

Think about how the software will affect every part of your business. Most importantly, talk to the people who will actually be using it every day. Your sales team knows what they need, and your office staff knows what they need. Getting their ideas early can stop problems before they start.

For example: One company we know bought a new system for tracking products, but they forgot to ask their own warehouse workers about it. They later found out the new scanners didn't work with the warehouse Wi-Fi; a complete travesty. A little bit of planning with the whole team could have saved them a lot of trouble.

Clean Up Your Information

When you get new software, you have to move your old information into it. This is the perfect chance to do some spring cleaning!

Over time, you end up with old customer info, copies of files, and other clutter. Don't move all that junk into your shiny new system. It's like moving into a new house and bringing all your old clutter with you.

Take the time to sort through your information. Keep what you need and get rid of what you don't. Starting with clean, organized information will make your new software work better from day one.

Teach and Support Your Team

The best software in the world is no good if your team can't use it. Good training is key. Training shouldn’t just be a single meeting. People learn in different ways. Offer a mix of hands-on practice, helpful videos, and simple guides they can look at anytime.

It's also a great idea to pick a few people on each team who really understand the new software. They can help their coworkers with small questions. This helps everyone feel more comfortable and confident with the change.

Are you ready to make your next technology upgrade a success? Give us a call today at 407-478-6600.