Step 1 - Our Adoption Process

Setting your objective

Be clear about what you want to the software to do or what problem you want it to fix


The first step of the software-buying journey is to decide what you want it to do. Which problem do you want it to solve? Which goal do you want it to achieve? Answering this will help you narrow down the type of software you need. Having a clear and well-defined objective from the start is one of the critical success factors in making solid software choices. When salespeople are promising you the earth, you can use this to check whether the thing they are offering is something you actually want.

For example:

  • We need to get invoices out there faster to speed up cashflow
  • We need to spend less time on HR admin now we’ve got more people
  • My inbox is rammed, we need a better way to share and store project document
  • We need to co-ordinate the way we communicate with clients
  • We need to get better at making delivery deadlines
  • We need to process more orders in a day without paying so much overtime

You intrinsically know if you're running a business where you pain points are, the things that niggle you. Write down a list of all the things that take you away from what you do best, and then see what software you can buy to address that

Tom Simmonds - AllSaved

Case Study.

Hear Tom Simmonds talk about how he used technology to let his people focus on what they do best


Download the Objectives template below, make notes on it and refer back to it throughout your software selection process:

  • When you’re compiling a shortlist of software products, use it to decide which products will meet most of your requirements.
  • When you’re talking to software salespeople use it to check whether the things they’re promising are the things you actually want.
  • When you’ve chosen and installed your new software, use it to see whether it’s delivering what you wanted. Did it work? Was it worth it?

Once you’ve identified the thing you want it to do, it’s worth then considering what the future might look like. Without a clear vision for what you want to happen, you won’t know when you’ve achieved it.

Download our free software objectives template here

It's been quite hard because you're trying to run a business, you're trying to make money, but then at the same time look at technology. There's never enough time to do that stuff but it's so important because ultimately if you do get it right, it's going to improve process and speed up what you do. So you have to take a step back

Jane Vincent - Fortem People

What can I do with this step?

Create an interactive action plan by setting progress deadlines and assigning ownership of actions.

Customise my action plan

Download our guide outlining the six-step adoption process, and then go through the steps in your own time.

Find out how technology could address your business challenges

View our list of business problems
Common business problems