Buying software before you understand the problem is the most common and costly mistake.
1. Define the problem
Write one sentence: "We lose enquiries because they arrive on five channels", or "We type each order into the accounts twice".
2. Separate must-haves from nice-to-haves
List what you absolutely need. Everything else is a bonus. Long feature lists look good and are rarely used.
3. Ready-made or custom?
- Ready-made: quicker and cheaper to start, with a monthly fee. Good when your process is standard.
- Custom: built to your exact workflow. Good when your process is unusual or you want to own it.
4. Try before you commit
Use a free trial with real work, with the people who will use it every day. If they dislike it, it will not be used.
5. Check the exit
- Can you export all your data in a usable format?
- Who owns the data and the code?
- What happens to the price as you grow?
6. Count the full cost
Include setup, training, monthly fees per user, add-ons and the time your team spends learning it.
7. Start with one process
Roll out one workflow first. When it works, add the next.
Talk to us about custom tools, CRM or a SaaS product.
