Step 2: Write your requirements list
Use the checklist to draw up a list
As there’s lots of information about different software products out there, creating a shopping list will help you compare different options and make it easier to decide which one is right for your business.
Having your shopping list to hand will also help when you start talking to suppliers about what you need and which product is right for you.
We’ve created a downloadable checklist so you can draw up your shopping list – it breaks the process down into 5 stages. This helps you to consider everything that’s needed before deciding on which product suits you.
Each section includes questions to encourage you to think about all the scenarios you might face when implementing new technology.
The 5 stages included in the checklist are:
Your budget and the software features you want
Starting with what problems you want the software to fix and the features it must have, this section covers what budget you’ve set aside for it – and the plans you’ve made for ongoing and unexpected costs. We cover this in step 3 Calculate your software budget – so you can always come back to this.
Your team and customers
This section focuses on the impact new software will have on your team, customers and business. It also considers what training you’ll need to provide to make sure that everyone is able to fully adopt the new tech.
About the software
This section invites you to think about how the software needs to work; how many people will use it, the features you need, and compatibility with other technology you’re using.
These questions reflect on your existing level of cyber security and whether you need extra measures for protecting your business and customer data when implementing new software.
Support and roll-out
Lastly, this section looks at the level of help you’ll need when installing and implementing your new software. This covers extra costs you may need to factor into your budget, such as for maintenance and ongoing IT support.
Help to Grow: Digital guidance
Apply for 50% off business software
Explore the software available through Help to Grow: Digital. Compare features, compatibility and price to find the best match for your business.Find your software