By definition, software implementation is a process of systematically identifying a process that could be improved or automated with software, finding or creating that software, and applying it to that business function. It’s through software implementation that many businesses we’ve helped have seen the following results:

• Improved efficiency with a reduction in paperwork
• Increased organization of documents/files
• Tracking of important documents
• Automation of document signing and gathering necessary information
• Quicker payment terms
• More professionalism with “cutting edge” technology

I was at breakfast the other day with a prominent local attorney who asked me about software. He said, “I want to be the antithesis of a luddite.” I’m not going to lie to you, I had to look up luddite later. If you don’t know, a luddite is someone who is opposed to new technology. But, what I gathered from this engaging conversation, and many others I’ve had about software and automation, is that whether you’re a highly educated attorney, a one man contracting company, or a robust technology company, software and automation is always evolving.

It’s changing all the time. It’s virtually impossible to know everything about every piece of software. That’s why we use our Software Implementation Process when working with new clients. We first go through our SV Analysis to better understand their business and basic functions. Then, we identify the business processes that will be impacted by a new piece of software, the integration necessary to make it all work, the functionality/reporting desired on the back end, and how it will all get implemented. From here, we search for the best possible software solution, doing all the leg work to make sure it’s going to fit the needs of our clients, and then present our clients with our findings.

From here, it’s implementation time. We want this new piece of software to work as its supposed to for each team member that may come into contact with it. Whether that’s developing instructional videos, showcasing PowerPoints, or making an introduction to a software support person, we ensure the software is going to work.

Some of the most commonly used software implementation processes we’ve been involved with revolve around:

• DocuSign
• Google G Suite
• QuickBooks
• Practice / Company Management Software

When the attorney and I finished our breakfast, he said to me, “Matt, I love automation, software, and having the latest technology. Can you help my practice automate our documentation flow?” Yes. Yes we can. All the documents will be able to be signed electronically and stored in the cloud so they’re securely accessed by only authorized people. Version control is secured too. Billing can be handled automatically. And the entire practice can function with no physical paperwork. Welcome to the new way of running business; with software implementation.