Guidance and tools

Digital technology can help grow your business. Whether you’re taking your first step or next step, our guidance section includes resources to help you: work out what’s right for your business; adopt new ways of working; and learn how digital has helped businesses like yours.

All guidance and tools

The benefits of going digital for your business

Digital ways of working can lead to unexpected rewards for your business, including saving time and money and giving you the best chance to compete and grow.

Introduction to Digital Accounting software

Digital Accounting software helps you stay on top of your business finances by making it easier to record, store and analyse your data. Find out how accounting software could help your business.

Introduction to CRM software

Customer Relationship Management (CRM) software helps you manage your communications with your customers. We explain the main features and benefits.

Introduction to eCommerce software

eCommerce software enables you to promote your brand by selling direct from your website. Find out more about the benefits of managing your sales and inventory in real time.

6 steps to choosing software

Digital technologies can help your business grow. Our 6 steps will steer you through the buying process, so you can make the right choice.

Cyber security for your business

Robust cyber security helps individuals and organisations reduce the risk of cyber-attack. Find out how to protect your devices, the services that you use, and data from unauthorised access, theft or damage.

Step 1: Set objectives for new software

Before you think about which software to buy, you need to know what problems you want it to solve. Work out why you’re buying it and what you want it to achieve.

Step 2: Write your requirements list

Use our checklist to draw up a list of the features you need software to have. This will help you compare products and choose the right one for you.

Step 3: Calculate your software budget

Use our checklists to help you understand the potential financial benefits and savings, plus the financial costs, you need to consider before buying.

Step 4: Buy software with confidence

Once you know what you can spend on new software, it’s time to talk to suppliers, get quotes and trial some products. Find out the questions to ask and what to watch out for.

Step 5: Make new software work for your team

There are lots of potential challenges when introducing new technology into your business. Here are some tips to help ensure that getting buy-in from your team isn’t one of them.

Crannis Technology Services

Darren Crannis decided to use Digital Accounting software early during the formation of his electrical engineering company. He explains why it’s never too late to start using it.

Step 6: Get your money’s worth

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. Here’s how to do it.

Pure Punjabi

Mother and daughter team Surinder and Safia Hothi-Bellamy explain how learning to use eCommerce software and adopting it for their website has led to business growth.


Having switched careers from finance to set up his commercial cleaning business in 2018, Karim Samani explains how CRM software has helped him manage interactions with his clients.

Brightside Brewing Company

In 2009, Carley Friedrich decided to return to the fold and help her family set up a brewery. When times got tough, eCommerce software helped generate the sales they needed.

Copper Connexions

When Anthony Denison-Birch decided to go it alone and set up Copper Connexions Ltd, he discovered adopting Digital Accounting was one of the best things he could do to help his business grow.

How to compare products

Having the right software in place is important when it comes to helping your company grow. Here, we explore how you can compare products and choose what’s right for your business.

Would Digital Accounting suit my business?

Digital Accounting software can streamline tasks and help you stay on top of your business’ finances, reducing the need for many manual processes. Take a closer look at what this software offers.

Would CRM suit my business?

Take a deeper look at the main features of Customer Relationship Management (CRM) software. Benefits range from workflow and reporting automation to a 360-degree view of your customers’ activity.

Dunsters Farm

In 2014, brother and sister, Tom Matthew and Hannah Barlow, became the third generation to work for the family’s business, Dunsters Farm. When the pandemic hit, eCommerce software helped keep things afloat.

How to recognise your business needs

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

Ligero Design

When father and son team Colin and Ashley Hulme founded specialist LED lighting company Ligero Design, Customer Relationship Management (CRM) software soon shone a light on the benefits it could bring to their business.

Hippersons Boatyard

From mooring up for the night to a new business challenge. Simon Sparrow reflects on how Digital Accounting software took the Beccles-based boat and holiday accommodation business from paper-based into the 21st century.

Edale Enterprises

Launching his business in the investment services sector, Lawrie Chandler explains how CRM is vital for keeping his clients happy and his business running smoothly.

Proeon Systems

Dr Dorian Hindmarsh needed a solution to enhance customer relationships and increase customer growth. Customer Relationship Management (CRM) software provided him with answers to both.

Would eCommerce suit my business?

eCommerce software offers more than the ability to sell from your website. Find out more about its features, including an overview of your sales operation and help to create a shopping experience unique to your brand.

Chil UK

After completing his apprenticeship and co-founding Chil UK, George Carter discovered the opportunity to grow his business through adopting Digital Accounting and CRM software.

What is the Cloud?

If you’re thinking about adopting software for your business, you might want to consider choosing something that’s Cloud-based. But what is the Cloud and, more importantly, is it right for you?

What is a Server?

If you’re looking to adopt software for your business and want more control over your data and security, a Server might be for you. What are Servers, though, and how do they work?

Digital rollout: to 1 person or a small team

Find out how to introduce new software to one person, or a team of fewer than 5. Use our action plan to help you achieve a smooth digital rollout.

Digital rollout: to a single team

Find out how to achieve a digital rollout of new software to a specialised team, and how this can affect the other departments in your business. Our action plan will help you take it one step at a time.

Digital rollout: to several teams

Explore how to introduce new software to several departments across your business. Use our action plan to help you manage a smooth digital rollout.

Digital rollout: to all teams

Find out how to introduce new software that will affect all teams in your business. Use our action plan to help you achieve a smooth digital rollout.

Lucocoa Chocolate

Amarachi Clarke founded Lucocoa Chocolate, London’s first ethical bean to bar chocolate makers, to bring about a change for the better. Here Amarachi explains how eCommerce software helped expand her business by raising brand awareness which led to increased sales.

What is digital readiness for software?

Considering adopting new software? First you need to know what digital readiness is, why you need to know, and how to assess your level of readiness.

What type of software training is right for your business?

When it comes to software training, it’s important to understand your options before choosing the right one for your business

Your Finance Team

For Mark Randall of Your Finance Team, Digital Accounting software gave him the tools he needed to go it alone and set up his own business.

Using CRM to build customer loyalty

Find out how CRM software can support building and maintaining customer loyalty by helping you offer a first-class shopping experience.

Off-the-shelf vs bespoke software

How do you know whether bespoke or off-the-shelf software is best for your business? Find out the pros and cons of each, and how to make the best choice.

Understanding digitisation, digitalisation and digital-transformation

Digital transformation, digitisation and digitalisation... 3 common terms you'll hear when talking about software. Here's what they mean.

Module 1: Going Digital

Exploring digital adoption for your business

In this module, you'll consider the different benefits of digital adoption and examine their potential for your business.

Ready to compare?

Explore the software available through Help to Grow: Digital. Compare features, compatibility and price to find the best match for your business.

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