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Deciding that you need to invest in good quality billing software is not hard. The tricky part can be choosing the right software package for your requirements. There are dozens of systems on the market claiming to be the holy grail of all your business problems, but choosing the wrong one can cost you valuable time and money. Here's a simple checklist of 11 things to look for when purchasing billing software for your small business: 1) Customer records This is the core element of any billing system. What sort of information do you need to record about your customers? There's the obvious things like address, phone, fax, mobile, email and web address. But what about marketing-related information like 'how did the customer find out about your business?', and 'standard discounts' for key clients. 2) Multiple contacts & Communication history If many of your clients are businesses with multiple contacts, can you record individual contact details for each person? Word of mouth is the most powerful form of advertising, and statistics show that one of the most important factors in customer satisfaction is good customer service. Have you thought about keeping a log of all communication with your customers? It can be extremely helpful for improving internal communication within your business, and results in a more personalised service for your clients. 3) Multiple shipments Obviously your billing software will need to create sales orders - that's a gimme. But do you need to record employee-related information, like who the 'salesperson' was? What about flexible dispatch options, like multiple shipments per sales order? 4) Search facility There's no point recording all this really useful information if there's no easy way to get to it. Check that the search facility is flexible and easy to use. What criteria can you search by? Here are a couple useful fields you may want to use: customer phone number, customer address, order date, dispatch date and dispatch consignment number. 5) Tax & regional support Are you able to change the tax rates on an order line basis? What about currency formatting? If you and your clients are in Europe, then there's no point using billing software that can only handle US dollars. 6) Reporting Producing accurate reports in seconds is something you no longer have to dream about. In fact it is a necessity in today's competitive market. Ensure your billing software can calculate information on sales based on date, salesperson and customer type. If you operate a B2B business, another key performance indicator may be dispatch totals, based on date, and employee. But one important thing to remember about software... you can only get out what you put in. So if you are looking for a specific report, make sure that information is being recorded by your billing software package. 7) Backup I've seen first-hand how devastating a hardware failure can be. Hundreds of thousands of dollars worth of data can be destroyed in seconds... if you do not have a backup procedure in place. Ensure you select a billing software package that has a built-in backup utility or works with your current backup system. 8) Online help & support If you're a new computer user, then you'll definitely need a software package that has a comprehensive online and easy-to-use help system. Also check out what direct technical support is available through the vendor. Some software companies charge very high fees for personal support, so ensure you include this in your budget. 9) Budget How much are you going to spend? That really depends on the complexity of the software package you are looking for. Smaller software packages can be found under US$100, and larger more complex packages can cost well over US$3000. Take a look at the number of customers you have, the number of sales orders you process, and choose a solution that fits your business. 10) Customisations If you purchase an off-the-shelf billing software package, you may require minor customisations to suit your unique business processes and industry. Some software vendors offer customisations at quite reasonable prices. But ensure you include this cost in your budget. 11) Other features What else do you want from you billing software? If you deal with fixed price products, you may need a comprehensive inventory management system allowing you to purchase stock, manage inventory levels and supplier relations. Some quality software packages also include a useful follow-up diary, allowing you to keep track of tasks and assign them to other staff members.
When choosing a billing software package for your business, make sure you check that it offers everything your business needs. And then the only thing you'll have to worry about is what to do with all your newly found spare time! This is a guest blog post written by Dave Kawula, a Senior Consultant with 1E. Dave was the guest on our January episode of the AlignIT Manager Tech Talk where we talked about how IT managers can take the risk out of their Windows 7 deployment projects. Here Dave outlines a key strategy to employ at the very beginning of your project and some of the tools that you can use.
As the clock keeps ticking towards end of support for Windows XP we need to find ways to accelerate our Windows 7 Migrations. Just because you accelerate your Windows 7 Migration you don’t have to increase your budget. In fact what if you could do the opposite…accelerate the project and reduce cost. Wait a minute – this is an IT Project. The words “reduce costs” don’t really exist in a typical IT Project. Well maybe they can… Most Windows 7 Projects I have seen project over 80% of the costs for that project on Application Packaging and Remediation. What if there was a way to have an organization quickly rationalize their deployed applications. What if there was a way to remove unused software from a desktop prior to the migration. I can sum it up in one word: “Rationalization”.Well there are a couple of tools out there that can help us out with this. One is the Application Compatibility Toolkit “ACT” from Microsoft. It is a great tool that allows us to gain insight into our organization. This unfortunately requires an agent to be deployed on the workstations and requires us to scan them to see what is installed. Then pull the information back to a central database and try to analyze what is deployed. The second tool is one that many of you will already own and have probably deployed. Microsoft System Center Configuration Manager has a software metering component that will allow us to use simply scan the machines using the Configuration Manager agent. One problem this requires a lot of configuration and won’t automatically pull back unused software to keep licensing in check. The third tool is one from 1E Software call AppClarity. You can checkout a link to this product here: 1E AppClarity I have personally seen AppClarity give money back to an organization in less than 60 Days after the acquisition of their software. Think about it…why waste money getting shelfware or unused software ready for your brand new Windows 7 Desktops. Once again “Rationalize” not only the amount of software that needs to be migrated to the new platform but also the amount of work. Checkout the screenshot below of this software package. It has revolutionized the way I approach Windows Migrations.
So in my perfect world that I live in I need a tool that will do the following for my Windows 7 Project:
If you can drive cost savings at the start of this project you will be well on your way. Gartner has estimated that it costs on average between $1000.00 to 3000.00 + per desktop to migrate to Windows 7. Most of this cost comes from the work required to migrate unused applications. What if you could get back all that time and save hard dollars by removing shelfware before your projects starts. This makes your project sponsors very happy and allows you to accelerate this project. Deployment costs reduced by 30 % simply by “Rationalizing” the number of applications that need to be ported to Windows 7 and automating the delivery mechanisms for the images. You could easily save over $90,000 in soft costs out of the gate. Reduce the amount of Software Renewals, Support, Deployment, and licensing costs. Once again we “Rationalize” all of our apps. Assume a 50% savings for your organization what does that return? How about an estimated 1 /mil + savings in hard and soft costs. By the way – now that you have a tool that helps rationalize this – think of the savings the next time the licensing police come visit you. I hope you have enjoyed this post and I welcome any feedback or if you want to share your experiences with your Windows 7 projects thus far. About Dave Kawula
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Dave Kawula is an MCSE and CNE with over fifteen years of experience in the IT industry and a senior consultant with IE. His background includes data communications networks within multi-server LAN/WAN environments. He has experience with project management, network strategic planning, network design and integration. He has led the architecture for NT, SMS/SCCM, Exchange and Internet Gateways, including managing migration paths and issues as well as implementation. He has supported a variety of network infrastructures as well as architecting and defining technical standards.