True story. I was recently speaking with a colleague regarding a shared client. As we were discussing this client’s situation, my colleague – who is an outside, independent consultant — shared the following story with me.

My colleague received a call from Joe (not his real name), the owner of a mid-sized mechanical contracting business. Joe, whose business is growing and evolving, was thinking he had outgrown his current software and asked for help evaluating new software. Joe had been using the same software for over 20 years, and was ready to invest in another program if necessary.

My colleague sat down with Joe and his team and started gathering their requirements and putting together a wish list. Joe was looking for stronger CRM, field-to-office time sheet and work order processing, better WIP reporting, and paperless processing.

My associate did his requested due diligence, researched applicable software programs, and put together a presentation for his client. The first slide was a recap of requirements. Next was a list of those requirements matched against selected software programs, ranked accordingly (software names were hidden). Everyone in the room agreed on what was needed, and then the name of the best fit-ting software was revealed.

Lo and behold, the best ranking software was ComputerEase, their current application! The purpose of this story is to point out that new is not always better. Sometimes the best option is to invest in what you already have. With a better understanding of your current product capabilities and a willingness to update processes, there is much to be gained in overall efficiency at little cost.

Good software constantly evolves and adds new features and functionality. We’ve discovered that most of our clients can’t keep up with the new features in software releases, and are only using a small portion of ComputerEase’s functionality. Also, it might not be new software you need, but only more training and/or consulting.

How well are you utilizing all the functions and features of your software? How often do you review your processes and procedures for efficiency? Can you automate any of your manual processes? The practice of periodically reviewing your business needs and mapping them to your software is a good habit to get into.

When talking to a new prospect about purchasing ComputerEase, we do a needs analysis for them — just like my outside consultant friend did for Joe. It’s important to know what gaps exist, and whether the software you’re proposing will be a good fit for them. We can do the same analysis with your existing ComputerEase program. Give us a call at 888-523-2568 to arrange a time for a review today.