Introduction: The challenge of choosing the right software
How to choose the right software for your business. Many companies struggle a great deal with that question, but today I'm going to help you see how to pick the perfect option. On the internet you'll find a wide variety of options and many freelancers who offer their own solutions too, but the question always comes up: which of these systems is more functional and which offers the best value for money?
Some people can pick a single option and their budget runs out, and others — like most startups — spend money trying different tools until they find the one that works for them. From my experience, before looking at which system is more functional and cheaper, my recommendation is to know what you want it for, which part of your team is going to use it, and what's holding you back from using it.
If you know what you want it for, that narrows down the search for your ideal system enormously. If you know which part of your team is going to use it, that narrows down the number of systems you can find even further. And in the end, what's holding you back is, to me, the most important question, because the success or failure of any system you're looking for depends on it.
Understanding the problem before choosing a tool
Once you've thought through these questions and identified what's stopping you from moving forward — whether it's uncertainty about something going wrong or not having enough budget — my recommendation is to have someone who understands these systems very well, someone who doesn't just sell to you but helps you define how to answer these questions.
However, that's not always possible, so often the responsibility falls on you. So start by taking small steps, studying each of the systems left over after answering the previous questions. For example, if what you need is for your accounting area, look for solutions that solve that specific problem. If what you need is better inventory management, look for those options. You can search online and you'll find their documentation, whether they're open source, and whether they offer free trials.
It's important that you have the time and the willingness to carry out this research. And always keep in mind that if your team has to go through this same process during the transition, you need to be the pillar of that change, or — as I mentioned before — have someone who knows and manages these processes without issue.
With that said: you don't need to be an expert in every system, just make sure it's functional and easy to digest for the staff you have. Keep this in mind as another variable, because the easier the system is, the better your team will understand it, and if you understand it, it's easier to help them understand it too.
Research, guidance and team adoption
To wrap up, once you have this information and the right people, you can define the correct system based on your business and your needs. Look at the size of your company, the number of users you'll need — always factoring in extra users, such as yourself or the person who's going to do the initial setup — and the cost of implementation.
Now you can afford to take the risk of spending on implementation. Once you know how long it takes according to their advisors, and depending on how well you understood it yourself. Many systems require you to start uploading data so the software can "learn" as it's used, but ideally you should use test data so the team can understand it first, because if you start uploading real data and it doesn't work, you'll waste your team's time and create more resistance down the road. Consider that your time is valuable, but so is your team's.
The best system isn't the most expensive or the most popular one; it's the one your team can adopt, maintain and make the most of without friction.
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