Software & Digital Adoption

With roots as a business analyst, I deeply understand the essence of software and technology: empowering you and your team to perform better and enhancing your business operations. The mission? To save you time, boost operational efficiency, enhance both existing and emerging workflows and ensure user adoption.

It's common for companies to jump into the digital realm by investing in new software, only to discover a mismatch with their current processes (or they have been oversold by software vendors). But securing the right software is just the start. The real challenge lies in seamlessly integrating it into your business workflows and ensuring your team fully adopts it.

Workflow Documentation: Before diving into new software or going “more digital”, it's vital to lay a solid foundation. I start by deeply understanding you, your team and your business. By discovering and documenting your business workflows and determining your needs, together we set the stage for a more smooth digital integration.

Software Selection/Recommendations: In today's vast software market, pinpointing the perfect fit can be overwhelming. As your ally in this journey, I ensure the software you select aligns with your needs, while protecting you from unnecessary purchases and being oversold on “features”. (happens all the time!)

User-Centric Training: Introducing new software or processes can be intimidating. I prioritize your team's confidence. Through our customized training sessions, we aim to clarify the software features and functions, increasing adoption and ensuring your team feels comfortable and confident to integrate into their day-to-day operations.

Plumbing & HVAC Company Software Adoption

With 30+ years in the industry, a Plumbing and HVAC company found themselves at a crossroads. The field management software they relied on was being retired, and their new choice wasn’t integrating smoothly. Two onboarding attempts later, they were close to letting go of the software and their investment.