Article 015 min read
When Your Business Software Doesn’t Fit the Way You Work
Identify the tasks your current software makes difficult and what your business needs instead.
Read articleBusiness software guide · 7 articles
Replacing your current software
Replacing software starts with understanding what is working and what is getting in the way. This guide covers choosing a replacement, keeping your records and connections, and planning the move for the people using the system.
Essential articles
Follow the suggested order, or choose the question you need help with.
- Article 025 min read
Should You Improve, Connect or Replace Your Current Software?
Compare changing settings, connecting the programs you use and replacing software. Choose an approach that improves the work without losing useful parts of your setup.
Read article - Article 034 min read
What Should Your Replacement Software Do?
Describe what the new software must keep, what should improve and what needs to be ready when staff start using it.
Read article - Article 045 min read
Can You Keep Your Records When You Change Software?
Understand what can move to a new system, what can stay available as history and how to check that your customer records and open work remain useful.
Read article - Article 055 min read
Connecting New Software to the Programs and Equipment You Keep
Plan secure connections between replacement software and the accounting programs, calendars, payment terminals and equipment your business still uses.
Read article - Article 065 min read
Switching Software While Keeping Daily Work Running
Plan where new and unfinished work will be recorded, prepare staff and agree how to handle problems while moving from the old system to the new one.
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Specific situations
More detail for particular business needs. Read these if they apply to you.
- Article 075 min read
What to Do When Your Software Is Closing or Losing Support
Plan your next steps when a supplier stops supporting a program your business relies on.
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Have a software project in mind?
Tell me what your business does and what you would like to improve. I can help you work out what the software needs to do.