Here’s a sneak peek at what you’ll find:

  • Team Input: Choosing software without consulting key stakeholders can result in poor adoption and missed needs. Involve your team early to ensure the software works for everyone.
  • Plan for Short and Long-term goals: Evaluate total value, including scalability, support, and long-term ROI.
  • Evaluate Costs and Savings: Consider how your investment makes a difference on your bottom line now and in the future.
  • Look for Usability & Support: Look for a solution that’s easy to integrate into daily operations and backed by responsive, reliable customer service.


  • Download the full checklist to help you choose the right operations software to meet your needs. Whether it's to help you simplify workflows, improve communication, or enhance profitability, the right solution is crucial to your business health. A thoughtful evaluation process can ensure the software meets your unique needs.