That’s it ! You have decided to change software or you have decided to purchase your first management software to structure your business. How to be sure Vast subject … Where to start? Who to contact? How to be certain that you will make the right choice? So many questions that you will ask yourself, without ever finding answers.
In this article, I will give you some tips for structuring your project. Express the stakes of your project Be careful not to confuse issues and needs (we’ll see that in the next point). This is the most important point, few people really know the issues of their project. A simple way is to ask yourself these few questions? What triggered this project? What stone I have in my shoe? What do I expect from the implementation of this new software? Can I continue without changing? If so, how long? Does it impact the entire business, or just a part of the teams?
By asking yourself these questions you will put your finger on the real issues of your project . There may be a gap between what you thought before you asked these questions and the real answers you found while digging. Finally by doing this, you have formalized a global goal to achieve . Express the needs you have To choose a good software for your business we have just seen that the point of entry was to discover your stakes. Once you have done that, you will have to express the concrete needs you have. But what is the difference between needs and issues? I need a doliprane, it involves the fact of no longer having a headache. I need a tool that allows me to manage my commercial raises, it involves the effectiveness of my sales force and therefore my ability to grow my business.
To delimit precisely the needs that you have, the easiest way is to start from the issues you have listed thanks to point number 1 and to proceed with the steps reach them. Scenario: The challenge of this project is the survival of my company, if I do not enter more business I will put the key under the door. To not put the key under the door, it is necessary that my salesmen sell more For my salespeople to sell more, I need them to forget their reminders So that they do not forget their reminders, I need them to have reminders every morning calls to pass Hop! First concrete need: I need my salespeople to have a call back every morning. It only remains to continue this exercise until you have listed all the needs. Without realizing it, you have just made a brief specification of your project . We will see in the next point that refine these specifications Formalize the degree of importance of each need Thanks to the two
previous points, you now have a precise list of your needs. To be even more relevant, classify them in two categories
Mandatory requirements Optional requirements formalize the points on which you can make the dead end and the essential points. You can even push the exercise by setting degrees of importance. Put a name on the software you need Thanks to the issues you have expressed and the needs you have listed, put a name on the software family that you need. I’m not talking about putting a name on the software you need, but at least its typology . Is it an office software, a CRM tool, billing software, treasury software, etc.? The easiest way if you have a doubt is to search the internet for each software family and you will quickly see what you need. Submit your specifications to the publishers The mistake many people make is to find the software that meets their needs . Why you should bother to short yourself lister the software of the market! Now that you know the type of software you need, you just have to search the internet by typing “CRM Software” for example You will have a list of results, you will only have to contact the editors one by one by submitting your specifications. gauge their level of responsiveness and their ability to understand your needs. Receive editors In theory, after sending your specifications to the publishers, you should receive a call from their sales department. an integrator to call you. (Some publishers do not sell their solutions live and go through a network of resellers / integrators) The goal for you will be to schedule an appointment in your
office so that they come to present their offers. Here are the things of during the appointment: That their software meets your needs (In any case those which are essential for you, see previous point) Let them give you a presentation of the software They give you customer references That they have “storefront question of choosing a software developed by a company which will close its doors in 1 year (You would be well annoyed!)a consultant, to delimit all the contours of the project Bonus: That they have a network of integrators (Often it means that the solution is powerful enough for companies to decide to offer it to their customers) At the end of these meetings you should have a better vision of the solutions that exist on the market. In theory you should even have a detailed and budgeted
analysis report for each publisher / integrator you have received. Choosing Here ! If you have followed each step, you should no longer have trouble choosing business . You have all the quotes of all publishers, you just have to analyze the strengths and weaknesses of each solution, while taking into account the budget of each project. An important point: It will be necessary to check that the software is evolutionary , because your stakes and your needs change, the software will your ambitions ! Bonus: Use a consulting company to support you As you can see, choosing requires methodology and time . Time that you will not spend on your first activity and a methodology that is not inevitably inee (A little more thanks to this article) The best advice I can give you: Hire a consulting company to help you with this job !