Planning for Software Transition In an Advice Practice
Автор: Audere | Financial Advisor Training & Tips
Загружено: 2025-08-04
Просмотров: 82
Описание:
If you're a business with more than 10-15 employees driving software change within your business, this could potentially save you a lot of time and wasted money.
There's a handyman service, one street across from our offices with the slogan...
"We repair what your husband fixed".
We all know the saying, "If you think a professional is expensive, try hiring an amateur"
In the video below, I unpacked an example of a change management/ transition plan for a change of CRM, in this case going from XPlan to Worksorted.
If this seems like a lot of work, trust me when I say...
It's far less than the cost of not doing it right the first time.
What's your take on it?
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