Is your business ready for software, or does it need something smaller?
10 questions about how the work is recorded today. The result is shown on this page, and the honest answer is sometimes that software is not what you need yet. Nothing is sent to us unless you ask for the written version at the end.
0 of 10 answered
Where the day is recorded
1. At the end of a working day, where does what happened actually sit?
Entering the same thing twice
2. How often is the same detail typed into more than one place?
What was promised
3. If a customer rings about something agreed two months ago, how is it checked?
Follow-ups
4. What happens to an enquiry or a due payment that needs chasing?
Numbers for the owner
5. How do you find out how the month went?
Who can see what
6. Can a staff member see records that are not their concern?
Billing and accounts
7. How does what you sell reach your accountant?
Staff away from a desk
8. How do people working outside the office record what they did?
If a machine dies
9. If the computer holding your records failed tonight, what would be lost?
What breaks next
10. If your volume doubled this year, what would give way first?
What this is not
A score out of 20 cannot see your records, your people or your accounts, so it cannot tell you what to build or what it would cost. It is a way to decide whether a longer conversation is worth your time. That conversation is the free technology audit, which looks at the real thing.