How do you select the right software for your team's needs?

Entender profundamente a “dor” da sua equipe e identificar a causa fundamental é o primeiro passo crítico. Em seguida, é vital mapear o processo atual, destacando áreas que necessitam de aprimoramento ou mudança. Com essa clareza, você pode direcionar sua pesquisa de mercado para encontrar o software que não apenas atenda às necessidades imediatas, mas também apoie o crescimento e a evolução contínua da sua equipe.

Na minha experiência, um dos fatores mais importantes é o custo para licenciamento, que costuma variar de uso pessoal para uso corporativo. Não adianta escolher para teste um software cujo preço é inviável de ser adquirido pela empresa, por melhor que ele seja.

Another criteria is the support. Your software should be well supported by the vendor or the community (open support). Your production team should also be able to monitor and fix things.

In my personal experience, also a good measure to gather requirements is to listen users. Talk about their daily routine, what's the most important feature and try to cross it with the company's expectations. Don't forget to compare all the investments needed to support the operation. You might also consider the supplier's support.

When defining requirements don't be aftaid to think in shirt, medium and long term increments. If you focus only in short term perspective you might lock your team into a bad long term decision.

While identifying your goals and requirements of your team are extremely important factors in the very beginning, as per my experience, it is equally important to have a brainstorming session with your biggest customers, too. You need to make sure that your software will be able to meet your clients' needs and will easily cooperate with their systems and automations already being in place.

Pour choisir le logiciel idéal, commencez par évaluer précisément les besoins de votre équipe, impliquez les membres dans la prise de décision, assurez-vous de la compatibilité avec les systèmes existants, testez la convivialité et les fonctionnalités, évaluez le coût total, optez pour la scalabilité, vérifiez la sécurité et la conformité, privilégiez un support client fiable, examinez la réputation du fournisseur, et élaborez un plan de migration clair. Cette approche méthodique garantit une sélection judicieuse en adéquation avec les exigences présentes et futures de votre équipe."

En mi experiencia, factores como la posibilidad de realizar integraciones (api rest), disponibilidad de soporte técnico, y la escalabilidad del sistema, son muy importantes para planificar a largo plazo, y extender el ambito de aplicación.

Start by defining what your team aims to achieve with new software. List the must-have features, integration needs, scalability, and budget constraints. Consider user preferences and challenges faced with existing tools. This clarity will guide your search.

In my industry, each team member typically has their preferred software for carrying out tasks. However, when considering a shift to a new software package, especially with the release of a new function package or due to factors like functionality and price, we engage a team member to conduct a thorough comparison of key features to unveil its pros and cons. In structural engineering, switching software is not a common practice. The team tends to adhere to a set of tried-and-true software that aligns with the majority of team members' preferences and project requirements. This approach ensures efficiency and consistency in our workflow.

After a first narrowing of options, you will have a shortlist to scrutinize. Make use of g2, gartner, forrester comparison matrices. If time allows, take a real use case and make a quick Proof-of-concept. Tabletop scenario planning is also useful if you can't make real use cases.

Lancez une recherche approfondie pour scruter et comparer attentivement les différentes options disponibles. Analysez les fonctionnalités, évaluez les avantages et inconvénients, consultez les avis d'utilisateurs, et assurez-vous de choisir une solution qui répond de manière optimale aux besoins spécifiques de votre équipe.

Uma coisa que acho útil é comparar a utilização desse software com o tamanho das companhias. Companhias mais próximas em número de colaboradores e faturamento costumam ter necessidades mais semelhantes de funcionalidades e possibilidade de compra. Portanto, vale a pesquisa em equipes do mesmo tamanho que a sua!

Conduct thorough research on available software solutions. Analyze factors like functionality, ease of use, compatibility, cost, and vendor reputation. Create a comparison matrix to assess how each option aligns with your requirements.

Realizar uma comparação criteriosa das opções de software disponíveis é um passo fundamental. Isso inclui analisar estudos de caso, assistir a demonstrações e considerar avaliações detalhadas. Contudo, a importância de observar o software em ação no ambiente real de trabalho é insubstituível. Além disso, realizar um benchmarking com empresas que já utilizam o software pode oferecer insights valiosos e uma perspectiva prática sobre seu desempenho e eficácia.

In many cases and unlike many other industries, we have the luxury to test and fail : fail fast! Test quickly and decide and move.

For sure a good test is your environment! No one knows better your daily basis than you. Be open to consider the opinions resulted from the tests. An outside look can bring new standpoint.

Conduisez des tests approfondis et évaluez avec soin les différentes options de logiciels. Analysez la convivialité, la performance, la flexibilité et assurez-vous que le logiciel correspond parfaitement aux exigences opérationnelles de votre équipe. Ces évaluations rigoureuses garantissent une adoption réussie et une utilisation optimale.

Na minha experiência, vale a pena como uma abordagem ágil (Lean) testar softwares gratuitos ou o mais barato possível num primeiro momento para a demanda, para que com os feedbacks da equipe se escolha com mais exatidão o software pago.

Utilize trial versions, demos, or pilot projects to test shortlisted software. Involve a diverse group of team members in these trials to ensure comprehensive feedback. Assess user experience, performance, security, and support capabilities.

A importância de testar exaustivamente não pode ser subestimada, mas mesmo com os mais rigorosos testes, o ambiente de produção sempre reserva algumas surpresas. É essencial manter um espírito de adaptabilidade e estar preparado para resolver desafios inesperados com agilidade e eficiência.

Do not take a decision price based only. Neither push the given time to implement it. It's better to take longer and have a well implemented project than have to spend time and not measured money to fix it.

Après des évaluations approfondies, prenez une décision éclairée sur le logiciel le mieux adapté. Initiez ensuite la mise en œuvre en suivant un plan méthodique, assurant une transition fluide et maximisant l'efficacité opérationnelle.

É válido também se atentar à margem de crescimento da empresa antes da compra, para não ter que logo após se preocupar com aumento de licenças.

Based on evaluations, make an informed decision. Create an implementation plan outlining steps for data migration, training, and support transition. Ensure clear communication and training sessions for seamless adoption.

Changing software is not just a matter of technology. Human are involved and change management will be required. Therefore effort should be placed on proper choice and failing fast. You should avoid changing software after a long time as this implies time delay, frustration, new time of learning, new risks.

Every new project (not only a software ones) has it's learning curve. So be patient to users and customers. Have a detailed communication strategy and be ready and open to deal with the problems soon to appear.

Procédez à un examen minutieux du logiciel, en évaluant sa performance, sa sécurité et sa conformité aux besoins évolutifs de l'équipe. Ensuite, effectuez les mises à jour nécessaires pour garantir une utilisation optimale et alignée sur les objectifs actuels.

Regularly evaluate the software's performance against predefined metrics. Gather feedback from users to understand any challenges or opportunities for improvement. Stay updated with software updates, patches, and new features to optimize its functionality continually.

A critical piece to success is bringing users or representation of user base depending on size of base along for the journey. - meetings for requirements gathering, user stories defining must have versus nice to have. - include them on vendor meetings for questions, opportunity to ask questions. - and participate in RFP process, demos and POC. Users are the best source of pointing out concerns, usage issues etc. They can help make the best decision for all.

It's better to engage team members in this decision by: - Creating selection committee that include all levels of employees. - Creating a selection chriteria considering employees opinion (survey).

Consider scalability, customization, and support: Evaluate whether the chosen software can adapt as your team grows. Assess its ability to integrate with other tools and if it allows customization to suit specific workflows. Additionally, prioritize software providers known for reliable support, security features, and a roadmap for future enhancements.