Part Two: Do I Really Want to Learn New Software?

As mentioned in my previous post, I’m in the process of switching software for tracking my money and budgets. Switching Software Although I’ve found a few contenders that seem to meet my criteria, I’m having a hard time jumping on board until I’ve had a few of my fears resolved by these companies.

Since these fears are probably also similar to what you may experience as you think about using SherWare’s software, I thought I’d attempt to resolve some of these fears. In my last post, we discussed Is it going to be a pain to switch all of my current data and history to your software program?

Today’s question is: Do I really want to learn a new program? Is it easy enough to figure out or can I be satisfied with what I have?

Learning a new program is never fun, no matter how easy it is. With that in mind, we want to make the process as easy as possible for you. That’s why we’ve created a new consulting program that all new clients are enrolled in upon purchasing the software.

Our consulting program gives you five hours of consulting with a support technician in one-hour time frames. We have set up five sessions to help you learn and setup your software as easily and quickly as possible, to get you up and running as soon as we can.

The five sessions are:

1. Setup of Preferences, including account selection (also Expense Codes and Revenue Categories). Review of how activity will post to the general ledger.

2. Setup of Wells, Owners, Division of Interest

3. Entering Revenue and Expenses (bills, production receipts, etc.)

4. Closing Revenue Run, Printing Checks, Receiving Net Payments

5. Closing JIB Run, Receiving JIB Payments

To download our consulting sessions information packet and find out more, click here.

In addition to this free consulting, we also have numerous helps available as you begin using the software. Each purchase will include a detailed Getting Started Guide with the software that walks you step-by-step through the process of installing, setting up and using the software.

Built in to the software is also an in-depth Help File with information about each screen and field within the software, as well as frequently asked questions and topics on how to complete various tasks within the software.

We also provide an Online Support Library for our clients that include: video tutorials on using the software, a Knowledge Base of our most frequently asked questions and information on our optional modules that may make your job easier.

This is all in addition to our phone and e-mail support subscription that you purchase with the software.

Our goal is to help you understand the software from the beginning so you have fewer questions as you use it, making the transition easier.

To answer if you can be satisfied with what you already have, my guess is that you are in the process of looking for something else, you probably aren’t going to be satisfied if you just stick with it.

Check in for my next post on What if I Don’t Like It Once I Start Using It?


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