Keys for Successfully Evaluating New Software at Your Private School

While searching for software can seem like an overwhelming task at first, it’s important to remember that the time you spend shopping for software is a mere fraction of the time you’ll spend using it. For that reason alone, being thoughtful in your selection process is critical to ensuring long-term success for your private school. 

This tip sheet provides detailed guidelines of the four phases of the evaluation process: planning, discovery, evaluation, and selection. Follow these guidelines to stay focused, on track, and on budget when hunting for new software for your school community. 

Accounting Software Selection Tip Sheet
Accounting Software Selection Tip Sheet

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Story Shape-up Worksheet
Story Shape-up Worksheet


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