In the fast-paced world of business and marketing, staying ahead of the curve is essential. For companies in Portugal, there’s one name that stands out as the go-to HubSpot partner. With a reputation for excellence and a commitment to helping businesses thrive, Sollogica has become the trusted partner for HubSpot in Portugal.
Unlocking the Power of HubSpot
HubSpot, a leading customer relationship management (CRM) platform, has revolutionized the way businesses manage their marketing, sales, and customer support. As a HubSpot partner, Sollogica brings this powerful solution to Portugal, enabling local and global businesses to harness the full potential of HubSpot capabilities.
All-in-One Integration
One of the standout advantages of HubSpot is its ability to seamlessly integrate marketing, sales, and support functions into a single, unified platform. This all-in-one solution streamlines operations and ensures that your team can work cohesively towards common goals. With Sollogica as your partner, you can harness the full potential of HubSpot’s CRM capabilities, allowing you to nurture leads, manage customer relationships, and provide top-notch support, all from one central hub.
Effortless Productivity
Time is money in the world of business, and HubSpot understands this better than anyone. With one-click integrations with popular productivity tools, HubSpot ensures that your team can work efficiently and effortlessly. Sollogica, as your HubSpot partner, will help you leverage these integrations to boost productivity and reduce the time spent on manual data entry tasks. Whether it’s connecting your email, calendar, or other essential tools, HubSpot makes it simple.
Affordable Entry Tier
HubSpot believes that powerful CRM solutions should be accessible to businesses of all sizes. That’s why they offer an inexpensive entry tier that provides access to many of HubSpot’s core features. Sollogica can help you navigate HubSpot’s pricing structure, ensuring that you get the best value for your investment. Whether you’re a small startup or an established enterprise.
Unlocking Automation
Automation is the key to saving time and resources in today’s competitive landscape. HubSpot’s automation capabilities are second to none, and Sollogica can help you harness these features to their fullest extent. Say goodbye to time consuming data entry tasks, and let HubSpot handle the heavy lifting. From lead nurturing to follow-up emails, HubSpot’s automation features free up your team’s valuable time so they can focus on what really matters — growing your business.
In conclusion, Sollogica stands as the premier HubSpot partner in Portugal, bringing the power of HubSpot’s CRM solutions to businesses of all sizes. With its all-in-one integration, seamless productivity tools, affordable entry tier, and automation capabilities, HubSpot is the ideal choice for businesses looking to thrive in the digital age.
Partnering with Sollogica ensures that your business can make the most of HubSpot’s CRM platform, unlocking new levels of efficiency and success. Don’t miss out on the advantages of HubSpot – partner with Sollogica today and take your business to new heights.
“It was a pleasure!” These were the words of Torre Fashion Group CEO, during the formal delivery of the multi-channel support solution developed by Sollogica.
Torre S.A. is a reference at European level in men’s ceremonial and formal clothing, with recognized tradition and experience in the sector, standing out for its strong commitment to national design, planning and production. With the goal of improving customer service processes, Torre invited Sollogica to present a proposal in order to satisfy the presented requirements.
With the dedication and commitment that characterizes us, Sollogica’s proposal, based on the Hubspot and Aircall platforms, stood out from the competition, and through the centralization of customer information, process standardization, production of analytical information and support channels improvements, quickly turned into a successful project. In the words of Gonçalo Soares, CEO of Torre SA:
“The partnership established with Sollogica… was a highly positive process at all levels: Technical, Collaborative, and above all in the Implementation component…
At the technical level, we found in Sollogica the partner that provided us with a clearer picture of the path we wanted and needed, making it possible to analyze the several possibilities in an uncompromising way with the final solution. There is a permanent concern of adapting the solution to the customer’s needs, in a uninterested way, something that reinforced the context of trust that was established from the beginning.
I speak of the Collaborative Capacity, for the positive and creative approach to the problems / situations that were successively presented, and which was always able to respond to. Balanced solutions were found for the challenges presented. Creative solutions and always with the economic angle in mind.
Finally, in terms of Implementation, there’s nothing better than saying that the objectives we set ourselves at the start of the project were successfully met and all the project’s Stakeholders, including myself, were satisfied.”
On our part, we can thank all the dedication and commitment Torre team provided throughout the several stages of the project, as this close collaboration was one of the key elements for its success.
We are pleased to announce Sollogica partnership with Aircall, a cloud-based provider of voice solutions with an innovative and competitive offering in the areas of call center and voice platforms.
In an area historically dominated by complex solutions, with dependencies between hardware and suppliers, “un-agile” CTI integrations and high management, implementation and maintenance costs, Aircall provides a practical and innovative offer that removes the complexity of combining suppliers, telephone exchanges and management software, through an easy and complete service at very competitive costs.
Where you need to be
The phone app is located on your computer or mobile phone as needed. Connected to the respective user account, it allows to receive or perform calls anywhere via PC or mobile phone, being the ideal solution for sales and support services working in-office or remotely.
No complex implementations
Removes implementation and integration efforts between operators, hardware infrastructures and business management systems, through a software as a service solution with an intuitive and easy-to-use interface.
Easily connectable
With dozens of prebuilt integrations with the main management systems and custom integration capabilities via API, it connects with your relevant systems in order to effectively manage voice channels in sales, support or other relevant business areas.
Real time information and analytics
Provides real-time monitoring and detailed analytical capabilities, allowing to analyze teams performance or check all the voice traffic performed in a quick and user-friendly interface.
Competitive
With a transparent subscription model, it ensures your business voice solutions at very competitive costs compared with the current market offering.
For Sollogica it’s a pleasure to be an ally in Portugal to such innovative products, that clearly generate added value for our customers. Aircall is a safe choice in the area of voice communications, with an offering that far exceeds expectations compared to the traditional solutions available in this area.
After detailing the foundations of this subject in the article customer relationship management, in this article we will look into customer experience management, and how this evolution translates into a new level of knowledge about the business and it’s customers, in order to translate this knowledge into added value for organizations.
What is customer experience management
The general definition of customer experience management, known by the acronyms CEM ou CXM, is the collection of processes that an organization uses to organize, track and follow all interactions between a customer and the business throughout the customer lifecycle. These collections of processes, in turn, aim to achieve or exceed customer expectations, in order to increase customer satisfaction and loyalty.
What is the importance of customer experience management
In a competitive global market, where the consumers have an increasing ability to choose between products and services, organizations need to innovate to stand out from the competition. One of the currently most popular ways to stand out, is through the optimization of all contact points between the business and the customer, ensuring an optimal experience from the first contact to its conclusion.
This optimal experience is not only intended to build customer loyalty, but also to transform the customer into an advocate for the product, brand or service, influencing in a positive way people or entities around them.
What steps to implement a CXM strategy
Just like it’s predecessor, CXM is not a technological solution or a category of softwares, but a business strategy that consists on a set of processes, based on qualified and standardized customer data, activated by information technologies, therefore the steps to be taken for a successful implementation involve defining the strategy, aligning it with business processes and subsequently identifying the technologies that will ensure the acquisition and qualification of key information.
Above all, the strategy foundations must be based on the added value intended for the organization’s processes.
Strategic framework
Excellence yes, but excellence in what sense? Easier, faster, better looking, better? The characteristics of an optimal customer experience will vary depending on the customer’s expectations, together with the specifics of each product, service or business area, so the first question to consider is: “given the characteristics of the business, what is the direction that best meets customer expectations and strategy objectives”.
In addition to defining a path, one of the crucial goals of this stage is to avoid a “better in every way” approach, something that, in addition to being utopian, will certainly be fruitless given its overly generic scope.
Customer Journeys
The second step to take involves the mapping of all customer journeys, which means identifying all interaction points between a customer and your business throughout the customer lifecycle.
What are the entry points into your business? What actions are taken from consideration to purchase? And what steps are made after closing the deal?
Every action involving customer interaction must be identified, monitored and optimized, in order to provide an experience that stands out in a positive way, enhancing the loyalty and promotion of your business through your customers and improving the business profitability in return.
This step will allow to identify which business processes are involved in the different customer journeys and where/how they interact with the journeys, which allow to to transition into the technological aspects of the strategy.
Technological framework
With the strategy and mappings ensured, it’s now possible to identify the technological solutions that allow to complement the previous points, in order to monitor and optimize the different stages of the customer journey.
As mentioned before, there’s not a “one size fits all” solution, since the business characteristics in conjunction with customer’s expectations and the chosen strategy will define which solutions are a best fit.
In a general way, the technological approach must cover the following areas, at the core of the customer facing processes:
The promotion of the business, brand and / or products on the defined channels
Content Marketing and digital channels management
Communication automation at the several levels of the business lifecycle
Monitoring and optimization of commercial activities such as events, outbound calling or 1-to-1 meetings
Customer service management
And finally as an aggregation point of all previous bullets, customer data management and KPI generation
Hopefully this article will provide a succinct but detailed look at customer experience management and the main steps for its implementation. As always, If you have any questions or want more information about these subjects, reach us through the available channels.
A popular and efficient strategy throughout the years, customer relationship management is a step towards knowing better your potential or existing customers, through a set of processes and technological solutions, implemented mainly in the areas that directly interact with the customer, such as marketing, sales, and support.
Currently this concept has evolved a new level called Customer Experience Management, which deepens the originally defined concepts to obtain an even more detailed level of knowledge of your customer and business, through the creation of “Customer Journeys” for example. However, to achieve this level of detail, it’s first necessary to understand and implement the foundations that stem from the original concept of customer relationship management.
The foundations
Understanding customer relationship management
CRM is not a tool or software, but a business strategy that integrates internal processes and external networks to generate added value for potential or existing customers. It is based on qualified and standardized customer data, activated by information technologies, hence its natural association with technological solutions and the category of software called with this acronym.
However, it’s crucial to understand that achieving results through customer relationship management is not only ensured by technology, but through a business strategy that combines both processes and technology to achieve it’s goals.
Understanding CRM types
There are three strands of CRM that we list below:
Strategic
Customer-oriented business strategy from where the term customer-centric comes from, that aims to gain and retain profitable customers by generating increased value in relation to its competitors.
Operacional
Centered on automating processes in areas that interact directly with the customer, such as Marketing, Sales or Support, however it can also impact processes in other areas.
Analitical
Is the process by which the organization transforms customer and process data into relevant information that improves it’s performance, supporting decision making and process evaluation.
The combination of these three strands allows the definition in the strategic part, the implementation in the operational part, where the various types of CRM solutions fit to implement the defined processes, such as Marketing automation, sales force automation and service automation, and in the analytical aspect, the evaluation, through solutions that mold base systems information to produce performance indicators, forecast models and other analytical information.
Centralization and integration of information
One of the important steps towards a “customer-centric mindset” is the centralization of customer information, in order to provide a complete vision, consolidating all processes and interactions with the various areas of the organization. This holistic view of the customer is crucial to identify the customer’s evolution, their background in the organization and above all to provide a positive customer experience.
In this centralization process, the integration of information across the organization’s several systems plays an important role, in order to eliminate information silos that isolate and fragment relevant information.
Business processes
As mentioned before, customer relationship management is a business strategy, so the implementation of its customer-facing processes is one of the key aspects of the strategy.
Campaign management in the case of Marketing, management of leads, contacts and opportunities in Sales, or service level management in the case of Service automation, are examples of processes that should be implemented and periodically revised according to the desired level of optimization.
The way to monitor process performance will be carried out through the technological solutions implemented for this purpose, whether at operational level, in the case of CRM solutions, marketing automation, or support automation, or through analytical solutions that generate key performance indicators and other relevant aggregated data.
Automation
Whether through the implementation of information systems, or through the optimization of these same systems to reduce the effort in “data-entry” tasks, automation plays a preponderant role in the optimization of business processes.
The solutions at operational level, such as the aforementioned CRM, marketing automation, or support automation solutions, must ensure that information is integrated, secure, and accessible to the organization’s relevant resources, while ensuring the performance of business processes.
These systems must also ensure a low effort in data insertion and updates, minimizing the impact that the strategy has on the organization resources. I’ve already written an article on this subject for CRM, that you can consult here.
Information integrity
Another critical success factor of a CRM strategy is the quality and integrity of the information collected, since performance indicators are the main method to evaluate the success of implemented strategies, and these cannot be obtained through erroneous or missing information .
Duplicates, redundancies or incorrect data are enemies of a successful CRM strategy, given its crucial importance in assessing the effectiveness of implemented processes, which is why this risk must be mitigated right in the design of the operational systems.
Automation also has a preponderant role in this area, through the implementation of validation mechanisms and information complements, however one of the most relevant measures to mitigate this risk is in the solutions design phase, anticipating this issue through the type of fields used as well as the validation mechanisms they will have.
Although this strategy has been known and adopted globally for many years, I hope this article will allow the reader to identify the foundations of CRM, guiding a successful implementation and identifying the most common problems. These foundations are equally important to evolve this concept to its most current versions, such as customer experience management, a topic that I’ll reserve for a next article.
This is the second part of a series aimed at covering the process of selecting and implementing business software solutions, where this article finishes the selection process and covers the “How to implement software solutions” part, from the customer’s perspective.
In the last article the selection process was not completed, because the final step is related to implementation aspects that we’re now detailing. Solutions of this dimension require a relevant level of configuration and customization to ensure alignment with business requirements, therefore, how the solution will be implemented, what project methodology will be used, the level of business involvement, and of course the project effort, represent important factors in the choice process.
At this stage, the functional and business requirements are already identified, the solution is also identified and the selected partners have submitted proposals, therefore is possible to determine the cost and evaluate the proposals.
“But isn’t the implementation independent of the solution choice? “
Depends on several factors.
As mentioned in the previous article, the choice of the implementation partner is as important as the choice of the solution, due to the complexity and scope of the enterprise software solutions. The absence of a qualified implementation partner, inability to respond to key requirements or excessive costs are factors that can define the choice between two competing software solutions.
Other possibilities to resolve limitations at partner level should not be ruled out, however given the purpose of this article it’s important to highlight the impact of the implementing partner on the project’s financial effort, on the quality of the final solution, as well as on the project’s ROI.
Proposal evaluation
In addition to the most prevalent criteria, such as compliance with requirements, effort and cost, there are other relevant criteria that allow to evaluate the received proposals in greater detail. We’ve highlighted the most relevant ones below:
Level of financial detail
What is the cost of the base solution, the cost of the initial implementation, annual corrective maintenance effort, license renewals, training, involvement of internal resources. This level of detail is important to ensure that TCO estimations are not defrauded.
Level of planning detail
As already mentioned in the first article, overly simplistic proposals often follow a commercial approach, and will almost certainly need revisions throughout the project. Ensure the implementation plan covers all key aspects with a proper level of detail.
Level of project complexity
It may happen that some requirements significantly increase the effort of the project, therefore it’s important to understand from the provided requirements, which ones are easy and difficult to accomplish. A common approach when requesting proposals is asking to identify per requirement, which ones are guaranteed natively by the tool, achieved through customization and if customized what is the level of complexity.
Knowledge management
If you have important business processes reflected in the new software, it becomes necessary to retain knowledge on the implemented solution. This retention of knowledge must be ensured by the partner through contracted maintenance services or by formal knowledge transmission.
These and several other criteria are difficult to determine if you don’t have the proper knowledge within your organization. If this is the case, it’s recommended to acquire consultancy services from a partner like Sollogica, to assist in the process of selecting and implementing the software, mitigating knowledge risks and providing the necessary expertise to move towards the intended objective.
Solution Implementation
After the selection is made, we then proceed to the implementation process, which despite being under the responsibility of the entity hired for the purpose, must be carefully monitored by the client.
As the internal requirements assessment phase, resources should be allocated to ensure project monitoring, requirements clarification, operational processes detailing, user experience and other necessary aspects before the acceptance phase. The team constitution must be carried out by defining the necessary roles to be involved, followed by the allocation of resources to each role.
Within the profiles identified there will always be a project sponsor, typically linked to the top management, with the aim of monitoring the overall progress of the implementation, which leads us to the implementation methodology.
Project Management
In terms of project management our preference and advice always goes to methodologies based on Agile principles, where Scrum is the most popular but there are others like Kanban.
Not all projects can be implemented this way, due to project size, specific characteristics of the business area or implementation requirements, however, of all the Agile principles, we highlight two that we consider fundamental to the process of developing and implementing solutions, regardless methodology:
Satisfy the customer through early and continuous delivery of valuable software
This is one of the principles that we consider most important in any implementation, given the greater ease in managing expectations and moving towards the proposed goals.
Welcome changing requirements, even late in development
Assume that despite the clients work, there are imponderables that increase according to the size and complexity of the project, therefore the ability to make adjustments without compromising the project should be ensured.
Even if the implementing partner uses another project management approach, at least these two principles should be ensured to properly follow the implementation work, and to provide the ability to react to changes in the project scope. Having mentioned this, our recommendation will always be in the use of Agile methodologies.
Change Management
This is one of the most important aspects for the implementation success, since it’s natural to have some resistance to the solution adoption. This resistance will vary depending on the solution scope and areas, the business culture or the level of digital maturity of the organization, however the lack of adoption is a high risk that must be managed.
To mitigate this risk we highlight the following measures:
Identify and transmit benefits of change to all affected areas. This transmission can even be done hands-on through preliminary accesses, ensuring that everyone involved can perceive the change benefits.
Leadership must give the example, assuming the change, getting involved in the process and monitoring the adoption over time to avoid setbacks.
Key users are not just proactive resources, but should be ambassadors for change within their colleague circles.
Group culture can generate censorship if an individual who understands the benefits of change is surrounded by non-receptive colleagues. All of the organization networks must be involved to avoid rejection.
Acceptance and Go-Live
After the acceptance tests, the go-live can be scheduled according to the defined approach, and while taking advantage of the new features and benefits, the next initiatives can be pursued.
This article is part of a series aimed to cover the process of selecting and implementing business software solutions and as the title says, this first article is focused on: How to choose the best software solution for my business?
Enterprise software solutions have the ability to dramatically improve the performance of a business, ensuring greater control and perception of operations in order to produce added value for users, management and customers. However, given the effort and impact on the business, if this process is not properly planned it can result in significant losses.
And if there’s one thing in common throughout the years I’ve provided business solutions, it’s that no two implementations are the same. The organizational context, human context, business area specifics, the technological context of the organization, the level of maturity of the business processes, are all factors that contribute to the level of specificity of the project.
Given that these specifics produce a certain level of risk at financial, effort and change levels, from the moment you start assessing an enterprise software solution, it’s necessary to identify which functional and business requirements must be considered, as well as who should be responsible for identifying and validating the requirements, in order to mitigate the process risk.
What are enterprise software solutions
Enterprise solutions are large-scale software systems, capable of centralizing and managing the assigned business areas processes. These systems provide a level of automation, monitoring and information collection that allows to reduce operational costs, increasing the efficiency and effectiveness of processes, while producing performance indicators in real time.
The types of enterprise software solutions and their relevance will vary depending on the size of the organization or business areas, however here are some examples:
Marketing automation platforms
Customer Relationship Managment, or “CRM”
Enterprise Resource Planning, or “ERP”
Supply Chain Management systems
Human Resource Management, or “HRM”
Enterprise Asset Management, or “EAM”
Business Intelligence systems
Who should be involved
To identify who should be involved in the requirements gathering process, it’s necessary to define the key roles to perform the project tasks.
Typically the necessary resources fall into the following roles:
Sponsors
Profile of the main heads of the organization, the project sponsors must provide the vision and the direction to follow, ensuring the alignment of all involved.
Deciders
Management profile usually associated with the impacted processes, such as those responsible for production or finance in the case of an ERP, or the sales person in the case of a CRM.
SME’s
Or Subject Matter Experts, are the specialized resources in the target processes, responsible for the collection, evaluation and elaboration of the requirements.
Support and collaboration
Other stakeholders, resources of related areas that have relevant information, and operational support.
Business Requirements
Business requirements are the elements that the business needs to ensure its operation, such as business processes, business rules or tasks. The distinction to functional requirements relies on the fact that business requirements represent something that the business needs for its operation, without being directly related to what’s intended from the software solution.
Business processes are for example, employee onboarding, opportunity management or product development. In case of a business rule we have for example, how to determine the discount given to a customer or the criteria for expense approval.
At this stage, it’s highly important to ensure that all stakeholders are involved in the process, in order to ensure the complete and detailed identification of all business needs.
A good practice after identifying business requirements is to categorize and define degrees of importance for them. In this way it’s possible to make adjustments more easily, or to evaluate the proposals received with greater precision.
Functional Requirements
Functional requirements are the functionalities that the system must perform, from the user’s perspective, in order to suppress identified needs, such as: “When registering a new support request, the system must notify the support team by email, as well as the manager of the person who made the request”.
In this stage, all the desired functionalities must be identified, so it’s important to ensure that all relevant stakeholders are involved. In addition, some resources assigned to this stage must have the necessary background to validate the requirements and assess their feasibility.
On this stage the general characteristics of the tool start to be identified, such as Cloud or On-Premise, multi-language, multi-currency capabilities, extensibility of the tool, export and integration capabilities and overall user experience.
Cost
Financial effort will always be a decisive criteria in choosing the right solution, given the solutions broad scope and the potential longevity of the implementation process.
In order to anticipate the financial effort for the investment, the main indicator to consider is the Total Cost of Ownership, or TCO. This KPI identifies all costs associated with the implementation and availability of the solution, including product acquisition or licensing, customization and configuration, corrective and evolutionary maintenance.
The importance of this indicator comes from the fact that, in solutions of this dimension, the effort of customization and maintenance of the tool can become superior to the acquisition or licensing of the product. On the other hand, it’s a common practice to attract the customer through a low initial investment and overly simplistic implementation models, revealing the real cost and complexity only when the customer is already deep inside the project and it’s too late to go back, therefore estimating the TCO as soon as possible in the project is a way to avoid unforeseen costs that can lead to complications.
One of the relevant points in estimating the TCO is the correct identification of business requirements. The way the organization intends to reflect its business processes in the new solution can cause radical variations in the effort and cost of the project, therefore the identification and application of the requirements is a key part in the TCO estimation.
Common misconceptions
After describing some key steps in this process, it’s also relevant to demystify some ideas and issues that often occur during enterprise software implementations.
No Out-of-the-box solution does what you need
Out-of-the-box or OOB is the way to describe the solution as just acquired, and there are no configurations or customization’s made. Due to the broad scope of this type of solutions as well as the diversity and complexity of different processes and business areas, the software will hardly be ready when you receive it.
Even in an extreme approach of aligning business processes to the way they are reflected in the base solution, something that I do not recommend any business to do, there will always be a need to configure the solution.
Na aquisição de soluções empresariais de grande dimensão, deve sempre assegurar um parceiro de implementação que possua o expertise necessário para implementar os requisitos identificados, garantindo que a ferramenta irá atingir os When purchasing large business solutions, you must always ensure an implementation partner that has the necessary expertise to implement the identified requirements, ensuring that the tool will achieve the proposed objectives.
If you don’t know in detail what the solution needs to do, then the solution can become part of the problem
The pun is intended, because unfortunately, the incorrect or missing identification of business requirements is something that occurs with some frequency. It is also one of the main reasons for implementation costs to start escalating, either through additional effort on the project to suppress information needs or through evolutionary maintenance to correct something that should have been done right from the start.
Properly identified business processes are a premise for successful implementation.
Process and technology need to be aligned
Even with well-identified requirements, situations almost always emerge where the solution cannot fully answer one or other requirement, or else the effort to fulfill them is exaggerated, or else some solution fulfills the most important requirements as no other can, but has some limitations in another area.
Ensuring an exact match in everything the business needs will always be a daunting exercise, so the safest way to approach the subject is to be able to perceive, in each alignment case between processes and technology, which side can be aligned more easily. This is a basic case of the importance in having knowledge and experience on your side, which leads to the next topic.
Choosing the implementation partner is just as important as choosing the tool
Due to the complexity and scope of business software solutions, one of the key aspects to ensure is the choice of the implementation partner. In addition to the common choice criteria such as experience and cost, the implementation partner must ensure the alignment between technology and business, extracting the maximum potential from the solution in a transparent, integrated and effective way.
Sollogica fulfills these requirements with distinction, having the expertise to intervene in requirements gathering or solution implementation stages, ensuring the success of the proposed initiatives.
Process Steps
After reviewing the main topics of the subject, it’s possible to summarize the first steps of the selection process:
1. Define project team
Assign a team to the process, identifying the target resources for the defined profiles.
2. Identify business and functional requirements
It emerges from the inventory and mapping of business processes, as well as the requirements analysis.
3. Formalize requirements
Through specifications, RFP or other desired model, in order to present to selected partners for proposal development.
4. Make a shortlist of solution and implementation partners
Shorten the options depending on the requirements and other criteria identified. Several solution manufacturers delegate configuration and customization to partners, so at this stage you should also identify which partners fit you best considering the identified solutions.
5. Identify TCO
With the partners proposals you should already have the main elements to identify the total cost of ownership, which will provide you to fully understand the financial effort over time.
The following steps for effective product and partner selection depend on additional factors regarding the implementation process, which will be covered in the second part of this series: How to implement enterprise software solutions.