Investing in Technology: Transforming A Good Process To Great

The best time to consider an investment in software or technology is when faced with an opportunity to improve upon an existing process. For example, if you have a good manual process in place to track and manage your customers today, the time may be right to invest in a cost effective CRM package to move from an existing good process to a great one in the future.

Conversely, if your business lacks organization in a particular department or team, make sure to solve your organizational challenges first. Asking employees to adopt a piece of software as a means to solve a problem can magnify the existing problem and may create others.

The moral of the story: Use technology and software to enhance what is already in place or your investment will likely complicate an existing problem.

When I take on a client, business relationships and teamwork improves, financial goals are met, and personal piece of mind follows.

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