As a small business owner, replacing your existing accounting or ERP software could be the second most important decision you make for your business. Before you jump on a new ERP software bandwagon and fire your existing system, try to answer the questions below. Make sure you write down your answers. This will help you figure out what you really want.

• What is the trigger event(s) that prompted me to look for new software? (operational, new idea, competition, new customer, vacancy in a key position)
• How often does this event occur? (Seasonal or Permanent)
• Did you try adjusting your business process to address this issue(s)? (Verbal AD-HOC adjustments don’t count)
• Is it your conclusion that the answer is to get new software OR are you being pressured by other employees?
• Do you know the most important features, to your company, in your existing system?
• Do you have a clear understanding of the missing features in your existing system(s)?
• Would you be the person driving the evaluation and implementation of the new software? (This is the first step towards buying a SHELFWARE)

I will list some DOs and DONTs in buying new software soon but in the meantime, you can email me if you have short questions.

Remember, buying new software is like going to the movie theatre. You make the decision based on trailers, word of mouth and/or the track record of a particular star but this does not guarantee your satisfaction. Software contracts are similar to movie theatre ticket contracts, they both do not guarantee your satisfaction and you will not get a REFUND.