A critical race with timely software support
Selecting a suitable software can be daunting, but with a clear selection process, firms can minimise costs and maximise benefits. Billy Hume, marketing executive at PracticeEvolve, outlines top-line points to consider.
On Wednesday, 13th September near the coast of Greenland, a cruise ship ran aground and had to be rescued. The rescue happened two days later, and happily, all crew and passengers were safe. The reason I mention this story is because it reminded me that as businesses, we can often find ourselves in need of ‘rescue’. For example, we often work with firms wishing to establish a robust selection process while still working towards a live date that leaves very little time for contingency.
It’s why we believe understanding and applying a clear selection process in plenty of time ensures firms can minimise costs at the point of going live. While I appreciate timings will always be challenging, I think constantly reviewing the market and remaining open-minded to new tech ensures firms are better prepared. Of course, that’s easy to say, but sometimes difficult to do. It’s why firms need help with the selection process and with that in mind, we’ve put together a handy guide for the selection process. It can be viewed in detail here but here are some top-line points to consider:
- Assess your law firm’s needs pre-go-to market
Before making any choices, it’s crucial to first identify your current needs and future business goals. Then, ensure that your search aligns with these objectives.
- Build a software selection team
To effectively manage the selection and installation process, we recommend appointing key stakeholders from your firm who clearly understand the company’s needs. This team should comprise individuals with expertise in technology, business and legal matters.
- Shortlist your software vendor options
Transparency with vendors is crucial. Share your specific criteria with them so that they can address them during their demonstration. Inquire about various aspects such as software development, implementation, training and potential additional costs. Additionally, ensure that the vendor provides sufficient technical support to help maximise the software’s benefits.
- Consider the technology platform for longevity and scalability
To determine the best fit for your firm, consider the distinction between desktop and cloud-hosted solutions and assess their sustainability. In parallel, evaluate your current infrastructure, your team’s capabilities, data security needs and future growth plans.
- Identify integration options
Many firms use software that has to be connected. Early in the journey, it is best to discuss these requirements with your chosen vendors to assess how seamlessly the software can integrate and determine the levels of productivity it can achieve.
- Vet the vendors through diligent reference checks
Inquire about the vendor’s strategy for supporting both your current business needs and future plans. Request references and review case studies to gauge their track record. Additionally, assess the vendor’s credentials and thoroughly examine their security and data protection policies.
- Select your long-term partner and formalise the project plan for implementation.
Perform a technical fit evaluation for each vendor, assigning scores to aid in your final selection. Make sure you understand the software’s future development and review the vendor’s roadmap for upcoming features.
In the ever-evolving world of business technology, keeping abreast of your software options is crucial. When your current software supplier isn’t delivering the expected results, it might be time to consider jumping ship. Just as the grounded cruise ship off the coast of Greenland needed timely assistance, your business requires reliable software support.
