3 Areas your business software should focus on (besides financials)
How do you know if your business software is performing at its best? Could it be holding you back? Effective business software has to cover more than the financials. It has to encompass the process from beginning to end. Here are the main points of consideration you can't forget when evaluating your accounting, payroll, service management or CRM software:
#1 Frontline
- Can front of house staff tell immediately which products are in stock and backorder?
- Can staff advise customers of times technicians are available for site visits?
- Do staff have customer details, including transaction and service histories at their fingertips?
- The point of sale or service management system should easily process sales, book appointments, , stock levels and scheduling, and handle general ledger flow through.
#2 The Work
- The requirements of warehouse staff (for example, multiple locations)
- The requirements of technicians (for example, work orders which are either printed or sent electronically to smartphone)
#3 The End
- Figures that help assess just how well you're doing against plans and requirements
- Ability to integrate Business Intelligence with 'one version of the truth' as opposed to multiple disparate pieces of information
- If the same information is being entered into different systems in different parts of the business, then you have a problem.
If you would like more information on how to evaluate your business software, please take advantage of the free resources we have on the subject in our resource centre:
