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Let’s See What’s Holding You Back
Not sure if you need new software or where to start? Let’s chat! Whether you’re frustrated with outdated systems, overwhelmed by too many options, or unsure what’s missing, we'll guide you toward the next steps. This call is the first step before we put together a proposal tailored to your business needs.
What to Expect on the Call
A friendly, no-pressure conversation about your current software or workflow struggles.
Clarification on whether new software is the right solution for your business.
A brief overview of how we work and what to expect if we move forward.
Next steps, whether that’s a full evaluation or guidance on other options.
Signs Your Software Is Holding You Back
1. YOUR TEAM CONSTANTLY COMPLAINS ABOUT IT
Whether your software is slow, clunky, or missing features, frustration with technology indicates inefficiency.
2. YOU RELY ON MANUAL WORKAROUNDS
If your team is filling in the gaps with spreadsheets, copy-pasting data, or using multiple tools that aren't integrated or automated, there’s a better way.
3. NEW HIRES STRUGGLE TO LEARN YOUR SYSTEMS
If training employees is a headache because your software is overly complex or outdated, it’s costing you time and productivity.
4. YOU'RE JUGGLING TOO MANY TOOLS
If your team has to switch between five different apps to complete one task, then your workflow is too complicated or you need a multi-functional tool.
5. YOUR DATA IS ALL OVER THE PLACE
If critical business information is scattered across multiple platforms, this can lead to mistakes, duplicate work, and missed opportunities.
6. YOU FEEL STUCK BUT DON'T KNOW WHERE TO START
The sheer number of options makes it hard to research software, leading many businesses to stay with what they have even when it’s not working.
FAQs
What is a software use case?
A use case is a detailed description that outlines the steps an employee takes inside a software to achieve a specific goal or task. For instance, a manager would use the software to collect monthly reports, oversee staff activity, and communicate with upper management. Whereas a staff member would use the software in a different way such as viewing contracts, communicating with clients, or managing projects. We develop use cases for each type of user at your company to determine their workflow so that software demos are catered to your business specifically.
What is your experience with software selection?
Check out our case studies for real software evaluation and selection stories.
We've helped businesses from 30 to 5,000 employees find the right software solutions, but our expertise comes from years of hands-on experience. With a background in IT support, business operations, and project management, we’ve worked directly with teams to troubleshoot inefficient systems, automate manual tasks, and improve workflows. We've seen firsthand how the wrong software slows businesses down, which is why we take a structured approach—understanding your needs, researching the best options, and coordinating product demos to ensure the right fit. Our experience across industries, from HR to real estate, has given us the knowledge to navigate complex software decisions with confidence.
What types of software do you select?
We have a vast range of software knowledge and understand what software features enhance efficiency and user experience.
Examples of software types include:
Customer Relationship Management (CRMs)
Project Management (PM)
HR Hiring and Scheduling
Marketing Solutions (ex. social media post scheduling)
Graphic Design Solutions
Internal or Client Communication
Virtual Meetings
Third Party Integration (ex. Zapier)
Workflow Automation
Accounting/Financial Management
Can you work within a software budget?
Your budget is a major factor during the research stage of our selection process and we'll always be upfront if no suitable software options exist, giving you time to evaluate costs. We can’t always provide an exact price early on because deeper research may reveal the need for additional modules to meet your team’s needs. Rest assured, we don’t purchase software on your behalf, so there are never any unexpected costs.
Do you review software contracts?
We briefly review software contracts to ensure software features and modules that we have discussed will be included, but we do not review legal contractual language. We recommend you and your business's lawyer read contracts as well as terms and conditions of the software product before you sign. We are not liable for misinterpretations of features or conditions listed in the contract as it is a contract between your business and the software vendor.
What is the workload for my team during this project?
We prefer one to two members of your staff to be stakeholders in this project. When selecting these team members, elect someone who can make the final financial decision to purchase software. You can add an additional member that knows your team's process or will be working with the new software directly. Expect them to attend meetings with our team such as a kickoff, requirements interview, demos, and meetings about software decisions. They will also need to be available to answer frequent emails throughout the project.
How long does it take to select a software?
Based on the complexity of your workflow and the type of software we are selecting, projects can take between 3-7 months for a full-scale evaluation and selection. We have a detailed process which includes gathering requirements, research, demos (business and/or technical), selection, negotiation, contract review and payment. When our project is done, you'll be ready to start implementing your software. If you need help with implementation, add our implementation service to your package.
Do we get to see a demo of the software before purchasing?
Ideally we would opt for 2-3 software products to be demonstrated during your project. However, demos are not guaranteed as they are usually performed by the software vendor. Some software vendors do not offer this service. If we cannot schedule a demo, we will gather information in other ways such as the software's knowledge base, online tutorials, trusted research sites, and by speaking to the software sales representative. We’re here to ensure you have all the details and guidance needed to make a well-informed software decision.
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