Client Work Matters: Vetting Client Work Software

Selecting new software for your agency is a big deal. It's not something you should undertake without careful planning. But where should you begin, and how will you know when you've found the right one?

This week, we’re digging into the things you and your team should consider during your next software search. Below is a concise guide to help you properly gauge the capabilities of the platforms you’ve found and select the one best suited for your business.?

1. Assess Alignment With Business Needs

When evaluating a work management tool, it’s important to consider how well it aligns with your business's specific characteristics and requirements. This includes factors such as team size and location, client demographics, project type and duration, as well as growth objectives.?

For instance, if you run a small consulting firm, you may prioritize easy collaboration and seek a platform that consolidates all client communications in one place. On the other hand, if you operate a large architecture firm, you may require robust analytics and the ability to manage projects across multiple divisions.?

The key lies in analyzing a typical project lifecycle in your company and envisioning the ideal client interaction. This can be achieved by discussing questions like:?

• Do we need real-time access to project statuses?
• Are our workflows working well, or could we benefit from automation?
• How can we improve how we share updates with our clients?
• Which tools do we need to integrate with, and which ones can we consolidate??

2. Review Scalability and Adaptability

How you do things today might not be the same as how you do them in the future. As you evaluate client work tools, think about whether they can grow with your business.?

If you’re looking to scale, can a given platform help you establish processes that will withstand the pressure? Consider whether it can accommodate more users, help you take on larger projects and manage tasks more efficiently as your operations diversify.

A flexible and powerful client work management platform will be able to address your needs no matter how they evolve over time.

3. Investigate User Experience and Support

Having a work tool with numerous features is great, but it becomes useless if it's not user-friendly. It's crucial to partner with a software provider that recognizes the value of your time. The software should be easy to navigate, and seeking assistance should be straightforward and fast.

Want more guidance on vetting your next software solution? Agency leaders are invited to join our webinar tomorrow, where we’ll share the secrets to successful software selection.?

Register now!