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how to select a new
Key steps in selecting new Accounting, CRM, HR or Payroll systems
1. Specify your requirements. Either brainstorm and work out what you need, or save yourself
time by using Axia's Accounting, CRM, HR, Payroll or HR+Payroll Checklists.
2. Identify systems / software vendors. Check out the market, visit exhibitions, research the
internet, talk to other users, create and issue an outline RFI/RFP.
3. Review software details, vendor responses. Compare against outline requirements. Identify a
short list of 3 or 4 potential vendors that meet your requirements.
4. Attend system demonstrations with vendors. Confirm that the systems can meet your
requirements. Reduce the list down to 2 or 3 preferred vendors with which to proceed further.
5. Refine your new system design thoughts - from what you have seen and heard, and from your
original ideas / requirements.