Article from
7 Tips for Successfully Implementing Web-Based Agency Software
Introducing agency software is not something that can be done on the side. It's important to allocate time for it and involve employees in the decision-making process. The following systematic approach supports decision-making and implementation.
(English image not yet available)1. Open Communication and Employee Involvement
The top rule is to communicate the introduction of agency software early and transparently to all employees. The reasons and benefits compared to the current situation should be outlined. Only when everyone has had the opportunity to raise objections and questions will the chosen solution gain the necessary acceptance.
2. Make a Preliminary Selection
There are numerous software solutions with varying levels of functionality. Sometimes less is more. A few solutions are pre-selected based on necessary criteria. When evaluating different solutions, it's crucial not to judge them solely based on fact sheets. Online reviews should be checked for their current relevance. An assessment from 2010 may no longer be representative today.
Moreover, every agency operates slightly differently. What works for one may not suit another.
Therefore, it's essential to thoroughly test the system with a personal demo access. According to manufacturers, every solution is now easy to use.
Therefore, it's essential to thoroughly test the system with a personal demo access. According to manufacturers, every solution is now easy to use.
3. Proceed Gradually
It poses unnecessary risks to use every function of the new agency software from day one. This can lead to losing focus on the essentials and failing to set up the basics properly. There is no perfect time for implementation – although the start of a new fiscal year makes the most sense. However, don't feel pressured if the first months have already passed. More important than when is how.
4. Clarify Imports, Number Ranges, and Labels (Week 1)
Importing client data and setting number ranges as the first concrete step makes sense for a seamless transition. If data from previous systems already exists, it's best to import it or have it imported. Most manufacturers offer individual support here.
When setting up projects, it's important to agree on a naming convention to avoid chaos. Next, familiarize yourself with the initial processes such as proposal and invoicing.
When setting up projects, it's important to agree on a naming convention to avoid chaos. Next, familiarize yourself with the initial processes such as proposal and invoicing.
5. Gather and Compare Experiences (Weeks 2 – 4)
Now it's time to involve more and more users in working with the new software. User rights can still be managed very restrictively to avoid overwhelming anyone. Simple time tracking is sufficient at first to get everyone "on board." Now it's about gathering experiences and reviewing decisions from week 1. In practice, various project situations arise that couldn't all be considered initially. Ideally, special cases can also be represented with the software (more or less pragmatically).
6. Next Level: Utilize Additional Functions (Months 2 – 3)
After spending intensive time with the initial steps, it's now time to familiarize yourself with additional software functions. Some solutions offer task management, resource planning, profitability evaluations, and nowadays, crucial integrations with other products.
7. Utilize Offered Support
With the experiences of the first four weeks, a solid foundation has been established. However, you don't have to work entirely on your own. Many providers offer good support that quickly clarifies important questions and avoids unnecessary frustration.







