How to Vet New Software for Your Firm

Vetting new applications with some experts in the field



I recently had the opportunity to discuss best practices when vetting new applications with some experts in the field. The discussion revolved around the pain of making a firm-wide software change and what we have learned to help our teams have a more successful implementation.

Why Change?

We can all agree that change can be challenging and usually requires an investment of both time and money. So, how do you know when making a change is worth the trouble?

Though it may seem easier to keep doing things the way you’ve always done them, you may be missing out on tools that can make a big difference for your staff and clients. There are so many applications to choose from and many include extra features and options like workflow, resource allocation tracking, version control, reporting tools, and more.

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Source: Accounting Web

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