It’s no secret that using software will be a key part of making sure that your company gets the best results from its efforts no matter what industry you work within. For many, spending time choosing the absolute best expense software is something that they take very seriously.
But what about once you’ve chosen the program? Are you capable of implementing the program into your business properly? It’s important that you take this seriously – after all, proper implementation is the key to ensuring that your employees are able to get the most from the system. Luckily, if you’ll keep a few key tips in mind you should have little trouble going through the implementation process and giving your company all the tools it needs to thrive.
Here are some of the things worth remembering.
- Begin by familiarizing yourself with all of the features and functions of your software. You need to know how the program works completely so that you can ensure that your team members are getting all of the best results from it. It’s a simple process to learn what your expense software can do, so take the time to do so.
- Now, introduce it to your management team first and complete the initial setup of permissions and automated controls. Your management team are the people who will approve and deny various claims, so it’s important that they know what to do before you let your travelling employees work. Also, they can help review the permissions and controls you set up to ensure that the results are what you need. Those first days of setting up permissions and controls can be a team effort and will get you better results.
- Now you’ll need to train your travelling employees on how to use the system. Whether you have a meeting with them all, hand out printed reference sheets, or take some other steps, be sure that you get active in training your team on how to use the program. Don’t just tell them there’s a new system and leave them to figure it out – work with them to ensure they can use all the features the right way.
- Always follow up. You should take the time on a regular basis to look into the data reports of your expense software and to talk to employees to make certain that they are using the program properly. At first, consider a weekly follow up session. Later you can move to a monthly or even annual review.
As long as you set it up properly and monitor your team’s use of it, expense software could have a profound impact on your company’s bottom line. Choosing the right program is vital, but so is making sure your employees use it properly.