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

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.

Digital accounting eCommerce CRM software 6 Step Adoption Guide CRM Planning

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.

Budget 6 Step Adoption Guide Planning Going digital

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.

Budget Planning Going digital 6 Step Adoption Guide

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.

6 Step Adoption Guide Going digital Planning Budget

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.

Planning 6 Step Adoption Guide Budget Going digital

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.

6 Step Adoption Guide Leadership Planning

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.

Leadership 6 Step Adoption Guide Budget

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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