Choosing the right software in 2022 is a mix of experience and artistry. With so many options, and new applications being launched daily, having both a tech expert, and someone that understands the intricacies of running a business is invaluable.

ShapeConnect’s vCIO and digital transformation team, led by Mark Kennedy, bring decades of tech and business experience to every engagement. We emphasize the artistry of choosing technology and use the following methodology to guide our recommendations:

Deep Dive Surveying – Through interviews and surveys of the leadership team, department heads and frontline workers, we gain an understanding of the culture, current processes, and technical capabilities at every level.

Define Top Inefficiencies – Sometimes it is best to address the top challenges, solving say 80% of the issues instead of trying to solve everything at once. This puts less stress on the company while still achieving your goals. Digital transformation is a journey. In some cases, we tackle accounting and financial visibility first; other times its project management, job costing, or CRM. Our custom implementation plans are designed to focus efforts, limit disruptions and maximize ROI. 

Process Mapping– We review all aspects of the current process flow, including every tool used within the organization, even if it is simply pen and paper. With this analysis, Mark is able to visualize the data flowing through your company and can develop a visual process map to choose software solutions that will integrate best with your current workflows.

Company Personality– Believe it or not, software vendors have their own personalities. This is something rarely taken into consideration when making a selection, but finding the right personality fit can make a drastic difference in adoption.

Integrated Software Solutions - We all hate duplicate data entry right? One of the major goals of digital transformation is syncronizing systems so employees don't waste time entering data into differnt places. Additionally, finding software solutions that talk to each dramatically improves information flow and financial reporting and visibility. ShapeConnect's software selection platform gives us insights about which software tools connect with each other, so our companies have a well-integrated tech stack that optimizes efficiencies.

Learn more about the top considerations for selecting software and managing digital transformation projects from the video below.

Click here to watch video.

This interview features insights from our CIO, Mark Kennedy, and CEO, Brian Zielinski.

Have process improvement needs or challenges? Share them with us and we'll identify solutions for your business. 

Schedule a consultation here.