By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
By Mike Yeager
Whether you’re considering an expense management tool for employees or a completely new accounting system, at some point you’ll likely have to purchase new technology for your business. As a financial technology provider, we deal with this on an everyday basis. Here are our top tips and insights for navigating the process of choosing and implementing new software.
When purchasing software, you’ll typically move through an in-depth process that includes research, discovery, demonstration, and finally purchase. Here are some tips for this often arduous road.
Research – This is one of the most crucial steps in the entire process. Before you spend your resources on software, it’s worth diving into your current challenges, future needs, and purchase parameters.
Here are some things to think about:
Your team’s input during the research phase is vital. The employees who use the existing software often will have loads of insight. Make sure you have a good understanding of what they do daily. Determine their biggest pain points and what they’d most like to change about the existing system.
Discovery – When you first connect with a software provider, they’ll likely want an introductory meeting to learn about you and your business, dig into the problems you’re having, and understand what you hope to achieve by purchasing new software. They might also ask about your budget and timeline expectations.
The discovery period is also an excellent opportunity to learn about the software vendor. It’s crucial to find a vendor you’re comfortable with, especially if you’ll be using them for ongoing needs related to the software.
Here are some questions to ask:
Demonstration – A demo is your opportunity to see the software in action. It should be personalized to you and your business based on what you discussed with the software provider during discovery. It should be a live demo (not screenshots or a recorded video), and you should have the opportunity to ask questions and dig further into any component of the software.
Make sure all the key players participate in the demo:
Carefully evaluate the software using the criteria you developed during the research stage. Does the product meet your top requirements? What’s missing, and how critical is that functionality? Are there areas where you need to dig deeper? Do you feel confident your team will use the product? Do you feel confident in the vendor?
Purchase – Before you sign on the dotted line, make sure you understand all the pricing details. In addition to the software cost, make sure you know the cost of associated services (implementation, training, etc.) and ongoing support and maintenance
How your software is set up impacts how it works, so the key to a successful implementation is to be involved. Work with the vendor to tailor the new solution to your business.
Here are some tips for a successful implementation:
It doesn’t matter how good your new software is if your team doesn’t use it. Engage your team throughout the buying and implementation process so they’re invested in the software as much as you are. Here are a few guidelines for user adoption:
Implementation is a big hurdle to clear, but the journey is just beginning. It will take ongoing effort to get the most out of your new tool and ensure it will continue to serve your needs as your business grows.
Here are some tips for ongoing success:
Not every tool may require the same level of research or involve a lengthy implementation, but it’s important to think of technology as an investment. Take the necessary steps to invest in the right places and nurture your investment once you do. The right tools can support your business and drive you toward your goals, while the wrong tools can stand in your way.
Mike Yeager is vice president at Cargas, a software company in Lancaster, Pa. He can be reached at myeager@cargas.com.
Sign up for weekly professional and technical updates in PICPA's blogs, podcasts, and discussion board topics by completing this form.
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