When it makes sense
It makes sense when an important process still depends on Excel files, email, phone calls and tools that don't talk to each other, and off-the-shelf software would force your company to bend to the way it works. The most common signs:
- quotes, orders, job orders or case files move through spreadsheets, copy-and-paste and unstructured steps;
- the same data is entered into several systems, and information gets lost between departments;
- requests, deadlines and responsibilities live outside any central system, in email and phone calls;
- the status of each case, who owns it and the history of changes are hard to reconstruct;
- repetitive, low-value tasks eat up hours of work and cause avoidable errors.