Are you itching to "break-up" with an existing technology provider? Although sometimes this is an easy decision, frequently it is not.
There are many variables and details that need to be considered in making the final decision, especially with setting the goal of ensuring that any change or transition is as smooth as possible. Realizing this critical objective starts with ample preparation before you ultimately say goodbye.
Start by evaluating all areas where the program or solution "touches" your business and systems. This is a deep dive to understand how your business would operate if the product were gone. For example, perhaps you are planning on replacing your CRM. You should conduct a feature comparison, a usability review, and other user case scenarios versus the potential replacement solution.
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Dan Skiles
Dan Skiles is President of Shareholders Service Group, and his focus includes technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994. Dan may be reached at [email protected]
