There could be a multitude of reasons why you are leaving your current software program for another. Whether you are leaving for more streamlined services, better monthly prices, and the overall look, there are still a couple of other housekeeping rules to consider.
1.Getting the staff on board
Your staff needs to know if you are strongly considering making a change in programs. It gives them time to prepare and adjust to change. They could even provide their insight from an employee perspective on changes that come with switching software programs.
2.Organizing data before the switch
Know what data you want versus what you do not. Gathering data from years and years of service can be daunting but it is absolutely necessary. You may find that there is data you do not need to bring over. This also gives you and your staff an opportunity to become better organized with materials and processes.
3. Implementing the change
Yes! Okay, we got the staff on board and the software is in our hands. It can be scary dipping your toes into a new program or a new anything. Give yourself and the staff time to adjust and make room for improvement. Be intentional about working together and learning from each other during this time of fine tuning.
So, while there are many considerations to think about, you do not have to do it alone! There are many ways to go about informing your staff for support, organizing firm/client information, and implementing it all. Here at Practice42, we can help to tailor your materials and processes to best suit your needs. Let us help! We encourage you to call us at 850-933-5072 to schedule a free Strategy Session with our team to find out more about what we can do for you.