Step 6: Get your money’s worth

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With your new software in place, it’s time to review whether it’s achieving everything you wanted it to, or whether it needs improvements.

This involves going back to what you wanted the new technology to achieve – and comparing it with the benefits you’re seeing now.

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Does the software do what you want it to?

Revisit the goals you set in step 1 Set your objectives for new software, plus your Shopping List Checklist from step 2 and Introducing Software Checklist from step 5.

With the technology in place, you can now compare these lists with how the software is working. How well has it integrated with your business’ other systems and processes? Is it working how you expected it to?

Complete these reviews each month in the first six months, then quarterly.

Is the software working for your team?

It’s important to get your team involved in the review process. Aim to do this 2 months after the software has been implemented. Then again 6 months after implementation.

This will give you valuable feedback and answer many questions around whether it’s working how you expected it to. If so, that’s great. If not, holding a ‘lessons learned’ workshop with your team will help you find out why. It will be an opportunity to:

  • share knowledge and views
  • raise any issues
  • identify if more support or training is needed
  • review the implementation process
  • identify what went well and what could have gone better
  • see if the new software has had a positive impact on your business
  • raise any surprising benefits or unexpected disappointments – this will help when it comes to upgrading or renewing your software

Useful questions to ask in this session include:

  • Is everyone who should be using the new system doing so?
  • Is the software user friendly?
  • Is everyone comfortable using it? 
  • Are they using it the way you intended? 
  • Do some team members still prefer the old system?  If so, why? Are there changes you can make to the new system to address this?
  • Are you able to contact support services quickly and easily? Do you need more support?
  • What impact has the new software had on the team? Has anyone’s role changed significantly – whether for better or worse? 
  • Are there any issues? For example, skills shortages that you hadn’t been aware of?

Next steps

You’ve reached the end of our 6-step guide to software, focusing on the process of integrating new software into your business.

Before you make your next software investment, find out if you’re eligible for a Help to Grow: Digital discount.

Help to Grow: Digital guidance

The benefits of going digital for your business

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Identifying your business needs is key to understanding how to help it grow. Download and complete our Business Health Check to find out what shape your business is in.

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