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We often run across clients who are sold by big brand technology companies on a software solution that is going to “do it all” for them and solve every problem they have. The reality check is that there is not a single piece of software out there that can do that, without due diligence being put behind it. Downloading a piece of software shouldn’t even be your first step, it should come somewhere in the middle of the process. Before you even begin to look at software solutions here are some key steps to take:

• Build a plan around business needs - past, present and future - to unveil your organization’s pain points
• Once your pain points have been determined, a clear cut plan must be establishes as to how these can be addressed
• Look for a software solution that will address your needs
• Modify that software to fit your needs (this almost always needs to be done for it to be successful, but it is much easier than building a program from the ground up)
• Implement the software with the support of your entire organization and also with established policies around that implementation
• Enforce said policies and procedures throughout the organization to ensure that your employees are both aware of what is happening and that they are not violating any policies

Nothing is cut and dry - if you are going to invest in technology, make the investment worth your while - don’t just implement and forget about it.

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