Anyone who’s ever moved their family to a new house or changed business office locations more than once, probably knows there’s a hard way and an easy way to do it.  Which is also true for changing PSA Business software.

The reason many people hate the thought of moving or changing PSA business software, is because the first time, they did it the hard way.

The hard way is to pack up all your stuff into moving boxes and label them yourself, rent a moving truck, load all the boxes into the moving truck, get directions and drive the truck to your the new location, unload all the boxes and carry them into your new building. And if you’re not completely exhausted at that point, spend 20 minutes looking for the moving box with the plates in it so that people don’t have to their pizza dinner off their laps.

The problem with this ‘hard way’ approach is, a) You’re not an expert on how to pack moving boxes or arrange them in the truck so that stuff doesn’t get broken, so stuff get’s broken, b) You may not have done a great job labeling the boxes and so it’s an Easter egg hunt to find anything once you arrive at the new location c) There’s lot’s of new capabilities in the new location that are better than the old location (that’s why you moved right?), but no-one showed you how to use them, so you limp along for a while (or forever) and just replicate how you used to do things in the old location.

Substitute a few words, like “data” for boxes and capabilities for “functionality” and you’ve now described a typical PSA business software move or transition.

Everyone remembers how disruptive and exhausting it was and so if it turns out that they hate the new location, or just outgrow it again, they’d rather “donate a kidney” than put themselves through the painful process of moving again.

But, it doesn’t have to be that way. Let’s say you did it the easy way. (Download the Promys 20 step ‘easy way’ Software Implementation Guide here.)

What if instead, you let “moving experts” do all the heavy lifting. They came in and packed up and labeled all the boxes, loaded and unloaded the truck, unpacked everything in the correct rooms, made best practice recommendations (since they help people move all the time) and then showed you all the new capabilities of the new location?

And what if the “easy way”, cost pretty much exactly the same as doing everything yourself? Would that make it easier to consider moving?

So to really tie the moving analogy back to a PSA business software transition, here’s what the ‘easy way’ process should look like:

1) The business software vendor should interview the managers of each department to understand your existing business processes for Sales, Order Fulfillment, Project Delivery and Help Desk departments. (For the moving analogy this would be the equivalent of documenting where your furniture is now in your current location).

2) They should then make best practice recommendations for any business process changes that would allow you to take full advantage of your new business software’s full capabilities.  (Recommending changes to where the furniture would go in the new location to take full advantage of the new locations layout/design features)

3) They should do all the software configuration work to map the new business software to your companies now documented business processes. (Loading the truck)

4) Help you move key data (Customers, Contacts, Customer Subscriptions/Equipment, and Support Agreements) into the new business software. (Packing and unpacking the boxes)

5) Train your employees, not just on the core functionality, but on how to fully leverage the more advanced functionality as well. Since the vendor should now know your ‘old way’ of doing things, that training should sound like: “this is how you currently do this process, this is how you would do this process in your new software.”

The reason people or companies change locations, is because they’ve outgrown where they are now.  For a company currently using of PSA business software they hate or have outgrown, those constraints  create employee and customer friction and limit the potential growth of those organizations.

But the memory of the pain of having done things ‘the hard way’ keeps them where they are longer than is in their best interest.

But changing doesn’t mean having to do things the hard way again.  There is an easier and better way.

To find out more details on how to transition PSA business software ‘the easy way’, download the Promys 20 step ‘easy way’ Software Implementation Guide by clicking here.

Download the Promys 20 step ‘easy way’ Software Implementation Guide here.

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