Top 65 Home Health Care Software

TOP 65 Home Health Care Software

We publish unbiased reviews. Our opinions are our own and are not influenced by payments from advertisers. This content is reader-supported, which means if you leave your details with us we may earn a commission. Learn more by reading our advertiser disclosure.

1. Marketing 360

  • Best for: Small businesses and start ups
  • Price: starts at $395 per month
  • Mar 20, 2022
Compare Marketing 360 Vs. Marketing 360

Marketing 360 is a cloud-based digital marketing solution that is designed for use by individuals as well as businesses. The solution can be used in businesses, which are medium in size, as well as small-sized businesses.


2. UiPath

  • Best for: Small, medium and large size businesses
  • Price: starts at $420 per month
  • Mar 21, 2022
Compare UiPath Vs. Marketing 360

UiPath software is an on-premise cloud-based robotic process automation and data entry solution that is built to suit businesses of all scopes. The solution gives the users capabilities to create, install as well as administer automation in various business processes.


3. Careficient AMS

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 16, 2022
Compare Careficient AMS Vs. Marketing 360

Careficient AMS is a web-based Home Health software that enables administrators to manage the time spent on patient care and oversee overall organizational functions. It also allows them to ascertain staff members available to meet patients care plans.


4. myEvolv by Netsmart

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 25, 2022
Compare myEvolv by Netsmart Vs. Marketing 360

Netsmart is cloud-based as well as an on-premise solution that is developed as an electronic health record solution that is used in home care living. The solution is developed to be fit for use in all care processes that are long term and most of them are home care practices.


5. MyCooey

  • Best for: Small, medium and large size businesses
  • Price: starts at $5,000 per feature
  • Apr 09, 2022
Compare MyCooey Vs. Marketing 360

MyCooey is a cloud-based caregiver software solution that assists caregivers and any other practitioners within the home healthcare field to optimize their services. The software has a portal for the caregivers where they monitor daily meals, vital signs, and any other activities that may pose to be...


6. AirStrip ONE EMR

  • Best for: SMBs
  • Price:
  • Jul 06, 2022
Compare AirStrip ONE EMR Vs. Marketing 360

AirStrip ONE EMR is a cloud-based electronic medical records software that provides physicians with the ability to access real-time patient data remotely. With the software, users can create appointments, manage calendars, and patients too can also request appointments using the patient portal.


7. FasterNotes Software

  • Best for: SMBs
  • Price:
  • Mar 10, 2022
Compare FasterNotes Software Vs. Marketing 360

FasterNotes Software is a web based home health management solution for businesses of all sizes. It offers such services as billing management, scheduling, human resource management, and others. The software was designed and launched by Faster Notes headquartered in California, United St...


8. Private Practice

  • Best for: Small, medium and large size businesses
  • Price: starts at $60 per month
  • Apr 17, 2022
Compare Private Practice Vs. Marketing 360

Private Practice, which is widely known as TM3, is a cloud-based as well as on-premise medical practice management with an integrated EMR. With the reception tool that is available on the software, users can easily manage their appointment schedules as well as book appointments.


9. Clinical Care Suite

  • Best for: Small, medium and large size businesses
  • Price:
  • Jun 03, 2022
Compare Clinical Care Suite Vs. Marketing 360

American Health Care Software is a national software solution provider to the healthcare industry and an IBM business partner located in South Burlington, Vermont, in the heart of the Lake Champlain Valley region. We are a national company serving facilities in all U.S. states as well as the territo...


10. Teleon Health

  • Best for: Small, medium and large size businesses
  • Price: starts at $8 per user/month
  • May 26, 2022
Compare Teleon Health Vs. Marketing 360

Teleon provides a simple-to-use mobile and web communication platform that’s designed to support your critical workflows in a HIPAA-compliant way and help you deliver the best care to your patients.


11. GreyMAR

  • Best for: Small, medium and large size businesses
  • Price:
  • Apr 26, 2022
Compare GreyMAR Vs. Marketing 360

GreyMAR lets you view, scrub, and see side by side the residents hospital stay, any PDPM NTA points that can be captured using our Artificial Intelligence and Machine Learning technology, and captured data in PointClickCare.


12. Rosemark Home Care Management Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $10 per client/month
  • May 14, 2022
Compare Rosemark Home Care Management Software Vs. Marketing 360

Rosemark Home Care Management is a multi-faceted solution that is designed for home care practices. The solution offers a number of features that include an electronic visit verification module that automates real-time shift details, telephony, and no show alerts.


13. Forcura

  • Best for: Small, medium and large size businesses
  • Price: starts at $65,000 per year
  • May 16, 2022
Compare Forcura Vs. Marketing 360

Forcura is a cloud-based document management solution that helps physicians streamline the care process in-home health care facilities by providing a proper way of managing necessary documents.


14. O-Meds

  • Best for: Small, medium and large size businesses
  • Price: starts at $5 per license
  • May 01, 2022
Compare O-Meds Vs. Marketing 360

O-Meds is a cloud-based HIPAA Compliant electronic medical administration record solution that helps manage the administration and medication records for group homes, non-profits mental health centers, and nursing homes. It allows the user to offer potential allergies alerts as well as information a...


15. Brightree Home Health

  • Best for: Small, medium and large size businesses
  • Price:
  • May 19, 2022
Compare Brightree Home Health Vs. Marketing 360

Brightree is a home healthcare management solution for businesses of all sizes. It offers such services as chart management, medication management, reporting, patient portal, and others. The software was designed and launched by Brightree LLC headquartered in Georgia, United States.


16. ServicePower

  • Best for: Medium and large size businesses
  • Price:
  • May 29, 2022
Compare ServicePower Vs. Marketing 360

ServicePower is a web based field service management solution for businesses of all sizes. It offers such services as customer management, scheduling and routing, work order management, and others. The software was designed and launched by ServicePower Inc headquartered in Virginia, United States. ...


17. Pay Data and Survey Management

  • Best for: Medium and large size businesses
  • Price:
  • Apr 10, 2022
Compare Pay Data and Survey Management Vs. Marketing 360

Pay Data and Survey Management is a growing cloud-based Human Resources software, it is designed to support medium and large size business. Pay Data and Survey Management received a rating of 2.5 from ITQlick team. The software cost is considered average (3.4/5) when compared to other solutions in ...


18. Kinnser

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare Kinnser Vs. Marketing 360

Kinnser Agency Manager is a home health software providing users with automatic checking of eligibility with Medicare, real time dashboard and claims application and submission.


19. Casamba Home & Hospice

  • Best for: Medium and large size businesses
  • Price:
  • Jun 07, 2022
Compare Casamba Home & Hospice Vs. Marketing 360

Casamba Home & Hospice is a cloud-based Home Health software that allows hospice administrators to oversee regulatory and billing operations in their organization, in addition to fundamental patient care management.


20. IBM Tealeaf

  • Best for: Small, medium and large size businesses
  • Price: starts at $5,300 per year
  • Jun 20, 2022
Compare IBM Tealeaf Vs. Marketing 360

IBM Tealeaf is a growing cloud-based Conversion Rate Optimization software, it is designed to support small, medium and large size business. IBM Tealeaf received a rating of 4.2 from ITQlick team. The software cost is considered affordable (2.2/5) when compared to alternative solutions.


21. Hummingbird

  • Best for: Small, medium and large size businesses
  • Price: starts at $149 per month
  • Jun 20, 2022
Compare Hummingbird Vs. Marketing 360

Hummingbird is a cloud-based Home Health software that enables practitioners to manage patient care through clinical and operations processes. It also allows them to manage how the intake of patients is being handled, as well as the management of referrals and databases.


22. Radekal

  • Best for: SMBs
  • Price: starts at $499 per provider
  • Jul 01, 2022
Compare Radekal Vs. Marketing 360

Radekal is a cloud-based as well as an on-premise medical billing solution that helps many hospitals reduce the lines that customers have to make while their payments are being sorted and their claims are being verified.


23. Home Care

  • Best for: Small, medium and large size businesses
  • Price: starts at $399 per license
  • Jun 25, 2022
Compare Home Care Vs. Marketing 360

HealthTrust Home Care is a home healthcare solution for home health care agencies of all sizes. It offers such services as automated scheduling, electronic medical records, electronic signatures, and others. The software was designed and launched by HealthTrust Software headquartered in Texas, Unite...


24. ContinuLink Software

  • Best for: Medium and large size businesses
  • Price:
  • Jul 06, 2022
Compare ContinuLink Software Vs. Marketing 360

ContinuLink is a home healthcare management solution for businesses of all sizes. It offers such services as scheduling, electronic signature, medication database, customizable reporting, and others. The software was designed and launched by ContinuLink LLC headquartered in Florida, Unit...


25. Alora Home Health Software

  • Best for: Medium and large size businesses
  • Price: starts at $295 per month
  • Jul 26, 2022
Compare Alora Home Health Software Vs. Marketing 360

Alora Home Health is a web based home healthcare solution for businesses of all sizes. It offers such services as electronic signature, medication database, scheduling optimization, and others. The software was designed and launched by Alora Healthcare Systems LLC headquartered in Georgia...


26. FieldSync Health

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 22, 2022
Compare FieldSync Health Vs. Marketing 360

FieldSync Health is a cloud-based and on-premise healthcare solution that helps home health care to document their patients data and schedule appointments for major service providers. The solution is designed for small-sized practices, medium-sized practices, and large practices.


27. WeCounsel

  • Best for: Small, medium and large size businesses
  • Price: starts at $24.99 per month
  • Jun 03, 2022
Compare WeCounsel Vs. Marketing 360

WeCounsel is a web based healthcare management solution for businesses of all sizes. It offers such capabilities as appointment reminders, billing and invoicing, HIPAA compliance, and others. The software was designed and launched by WeCounsel Solutions headquartered in Tennessee, United...


28. PestScan

  • Best for: SMBs
  • Price: starts at $35 per user/month
  • Jan 12, 2022
Compare PestScan Vs. Marketing 360

PestScan is a web based field service management solution for businesses of all sizes. It offers such capabilities as contact management, inventory management, work order management, and others. The software was designed and launched by PestScan headquartered in the Netherlands.


29. Optimity

  • Best for: Medium and large size businesses
  • Price: starts at $5 per user/month
  • May 11, 2022
Compare Optimity Vs. Marketing 360

Optimity is a supply chain management software that is developed to help medium and large scale companies in having total control over planning and scheduling.


30. Agility EHR

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 15, 2022
Compare Agility EHR Vs. Marketing 360

Agility EHR is a cloud-based as well as on-premise occupational medicine software that serves as an electronic health record. This solution automates some clinical and business administrative functions. It offers workflows that are configurable as well as billing and other management tools.


31. StaffStat

  • Best for: Small, medium and large size businesses
  • Price: starts at $8 per month
  • Feb 14, 2022
Compare StaffStat Vs. Marketing 360

Born out of the challenges that make up a regular day in the staffing industry - StaffStat® is a simple, quick, and effective way to get shifts covered. It is revolutionizing the health care industry!


32. AccuPoint

  • Best for: Medium and large size businesses
  • Price:
  • Jan 07, 2022
Compare AccuPoint Vs. Marketing 360

AccuPoint is a cloud-based electronic health record solution that is suitable for use in mental health practices and all other types of therapy and behavioral therapy practices. the solution can be sued in various types of practices that involve rehabilitation either of the body or the behavior or a...


33. Igea Home Healthcare Software

  • Best for: Medium and large size businesses
  • Price: starts at $495 per month
  • Feb 08, 2022
Compare Igea Home Healthcare Software Vs. Marketing 360

Igea Home Healthcare is a home healthcare management solution for businesses of all sizes. Its capabilities include billing and invoicing, scheduling, electronic signature, and others. The software was designed and launched by Igea Software headquartered in California, United States.


34. Swift Skin & Wound

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 05, 2022
Compare Swift Skin & Wound Vs. Marketing 360

Suitable for all skill levels. It is as simple as taking a picture of a wound with a smartphone, and clinicians are able to evaluate wound health and create the necessary documentation for reimbursement.


35. DeVero

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 15, 2022
Compare DeVero Vs. Marketing 360

Devero software is a cloud-hosted home health solution tailored to serve mid-level and large home health, therapy or hospice, as well as and rehabilitation agencies. The solution is ideal for organizations that wish to analyze data from multiple locations, as it provides a multi-site data consolidat...


36. PlayMaker CRM

  • Best for: Small, medium and large size businesses
  • Price:
  • Feb 15, 2022
Compare PlayMaker CRM Vs. Marketing 360

PlayMaker CRM software is cloud-based customer relationship management platform built specifically to serve post-acute caregivers like hospice clients, home health providers, private duty organizations, and long-term care communities among others.


37. iKnowMed Generation 2

  • Best for: Small, medium and large size businesses
  • Price:
  • May 31, 2022
Compare iKnowMed Generation 2 Vs. Marketing 360

iKnowMed Generation 2 is a cloud-based electronic health record solution that is built for the needs of oncologists and hematologists. The solution offers a number of features including an oncology-specific requirement that allows physicians to diagnose and stage cancer patients using AJCC and FIGO ...


38. ClearCare Software

  • Best for: Medium and large size businesses
  • Price:
  • Feb 21, 2022
Compare ClearCare Software Vs. Marketing 360

ClearCare is a web based home healthcare management solution for businesses of all sizes. It offers such services as practice management, scheduling, billing management, and others. The software was designed and launched by ClearCare Inc headquartered in California, United States.


39. Homecare Homebase

  • Best for: Small, medium and large size businesses
  • Price: starts at $1 per license
  • Feb 28, 2022
Compare Homecare Homebase Vs. Marketing 360

Homecare Homebase software is a unified cloud-based hospice & home health software solution that caters for hospice as well as home care agencies of all sizes. The core functionalities of Homecare Homebase software include billing, scheduling, documentation, online CMS compliance, and automated work...


40. Qinec Toolkit

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 01, 2022
Compare Qinec Toolkit Vs. Marketing 360

Qinec Toolkit/Lumeon software by Care Pathway Manager is a cloud-based platform that offers Personalised Healthcare Management (PHM) to enable health enterprises to automate pathway-based care.


41. KanTime

  • Best for: Small businesses and start ups
  • Price: starts at $1,000 per month
  • Feb 28, 2022
Compare KanTime Vs. Marketing 360

KanTime is a web-based solution that is designed for home health, pediatric, private duty and hospice. The solution offers a number of features which include an audit module that keeps track of patients documentation in real-time.


42. Mend

  • Best for: Small, medium and large size businesses
  • Price: starts at $49 per provider/month
  • Mar 07, 2022
Compare Mend Vs. Marketing 360

Mend software is a cloud-based Telemedicine and Digital Patient Intake system that allows patients and care providers to connect, share files, assessments, messages, photos and data. Care providers and the users can easily use video conferencing as well as live chat tools on their mobile devices or ...


43. TIMS Software | HME Providers

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 05, 2022
Compare TIMS Software | HME Providers Vs. Marketing 360

Independent distributors work with us to deploy a customizable, integrated, ERP software solution to streamline all of the various processes essential to running a business, including inventory control, asset and rental management, sales, accounting, business intelligence, customer relationship mana...


44. Infinity

  • Best for: Small, medium and large size businesses
  • Price: starts at $30,000 per license
  • Mar 05, 2022
Compare Infinity Vs. Marketing 360

Infinity is a fast growing cloud-based Call Center software, it is designed to support small, medium and large size call centers. Infinity received a rating of 4.7 from ITQlick team. The software cost is considered average (3.6/5) when compared to other solutions in their category.


45. Answers

  • Best for: Large business
  • Price:
  • Feb 13, 2022
Compare Answers Vs. Marketing 360

Answers is a growing cloud-based Medical, EMR-EHR software, it is designed to support large size medical practices and hospitals. Answers received a rating of 4.2 from ITQlick team. The software cost is considered a bit pricey (4.4/5) vs their competitors.


46. Gusto Software

  • Best for: Small businesses and start ups
  • Price: starts at $39 per month
  • Mar 09, 2022
Compare Gusto Software Vs. Marketing 360


47. Netsmart myavatar suite

  • Best for: Medium and large size businesses
  • Price:
  • Mar 28, 2022
Compare Netsmart myavatar suite Vs. Marketing 360

myAvatar™ is an electronic health record (EHR) specifically designed for organizations that provide behavioral health and addictions treatment services in community-based, residential and inpatient programs. It offers a recovery-focused suite of solutions that leverage real-time analytics and clinic...


48. CareVision

  • Best for: Small, medium and large size businesses
  • Price:
  • Mar 30, 2022
Compare CareVision Vs. Marketing 360

Let your teams care more with CareVision. The only end to end solution for engaging clients throughout the continuum of care. With Artifical Intelligence and machine learning built in to drive continuous improvement of care scheduling and work order management, budgeting and forecast, automated time...


49. Axxess

  • Best for: Medium and large size businesses
  • Price:
  • Apr 12, 2022
Compare Axxess Vs. Marketing 360

Axxess is a cloud-based home health care software that is designed for caregivers. The software ensures compliance with the aid of the electronic visit verification feature that allows users to verify visits at the point of care.


50. ClearBenefits

  • Best for: SMBs
  • Price: starts at $3 per user/month
  • Jul 25, 2022
Compare ClearBenefits Vs. Marketing 360

ClearBenefits is a growing cloud-based Benefits Administration software, it is designed to support small and medium size business. ClearBenefits received a rating of 3.4 from ITQlick team. The software cost is considered affordable (2.1/5) when compared to alternative solutions.


51. benefitsCONNECT®

  • Best for: Small, medium and large size businesses
  • Price: starts at $1.15 per month
  • Jul 25, 2022
Compare benefitsCONNECT® Vs. Marketing 360

benefitsCONNECT® is a growing cloud-based Benefits Administration software, it is designed to support small, medium and large size business. benefitsCONNECT® received a rating of 4 from ITQlick team. The software cost is considered affordable (1.9/5) when compared to alternative solutions.


52. SIGMA-HR.net

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 21, 2022
Compare SIGMA-HR.net Vs. Marketing 360

SIGMA-HR.net is a web based human resource management solution for businesses of all sizes. It offers such services as succession and risk planning, time sheets and expense reporting, and others. The software was designed and launched by SIGMA-HR headquartered in New York, United States.


53. Visions Home Health

  • Best for: Small, medium and large size businesses
  • Price:
  • Jul 18, 2022
Compare Visions Home Health Vs. Marketing 360

...


54. Carecenta Software

  • Best for: Medium and large size businesses
  • Price: starts at $199 per month
  • Jul 18, 2022
Compare Carecenta Software Vs. Marketing 360

Carecenta Software is a medical practice and home healthcare management solution for medical businesses of all sizes. It offers such services as compliance management, scheduling, audit control, and others. The software was designed and launched by Carecenta Inc headquartered in New York...


55. AxisCare Software

  • Best for: SMBs
  • Price: starts at $99 per month
  • Sep 22, 2019
Compare AxisCare Software Vs. Marketing 360

AxisCare Software offers users with flexible and cost effective tool for home care industry. It is created to the ease the user’s day to day workload without changing the management style.


56. The Diary CarePro

  • Best for: SMBs
  • Price:
  • Oct 13, 2019
Compare The Diary CarePro Vs. Marketing 360

The Diary CarePro is a software that allows health care companies to manage records, customer communication, and various processes that increase customer satisfaction, and make work easier for them. From tracking clients’ medical records to sending them notifications and alerts, health care of patie...


57. DocuRehab Software

  • Best for: Small, medium and large size businesses
  • Price: starts at $36 per month
  • Jul 21, 2022
Compare DocuRehab Software Vs. Marketing 360

DocuRehab Software is a leading cloud-based Medical, EMR-EHR software, it is designed to support small, medium and large size medical practices and hospitals. DocuRehab Software received a rating of 5 from ITQlick team. The software cost is considered average (3/5) when compared to other solutions ...


58. HomeCare Accounting

  • Best for: SMBs
  • Price:
  • Oct 09, 2019
Compare HomeCare Accounting Vs. Marketing 360

The HomeCare Accounting is a home care, clinical and even business intelligence software helping users and organizations with the management of patient care and compliance with the regulatory boards.


59. Position Manager

  • Best for: SMBs
  • Price:
  • Oct 17, 2019
Compare Position Manager Vs. Marketing 360

Position Manager is a web based applicant tracking solution suitable for businesses of all sizes. It offers such services as job on-boarding, job requisition and posting, resume parsing, and others. The software was designed and launched by HealthcareSource HR Inc headquartered in Massachusetts, Uni...


60. V3

  • Best for: Small, medium and large size businesses
  • Price:
  • Oct 04, 2019
Compare V3 Vs. Marketing 360

V3 is a web based benefits administration solution for businesses of all sizes. It offers such capabilities as budgeting and forecasting, benefits payroll, enrollment processing, and others. The software was designed and launched by Vitech Systems Group Inc headquartered in New York, United...


61. AlayaCare

  • Best for: Small, medium and large size businesses
  • Price:
  • Sep 10, 2019
Compare AlayaCare Vs. Marketing 360

AlayaCare is cloud-based home care software featuring end-to-end solution. This software offers users with platform for agencies to push in the direction of innovation and home care of the future.


62. LocalMed

  • Best for: Small, medium and large size businesses
  • Price: starts at $249 per month
  • Mar 18, 2020
Compare LocalMed Vs. Marketing 360

LocalMed is a growing cloud-based Professional Services Automation software, it is designed to support small, medium and large size business. LocalMed received a rating of 3.1 from ITQlick team. The software cost is considered average (3.5/5) when compared to other solutions in their category.


63. CDPemr

  • Best for: SMBs
  • Price:
  • Nov 15, 2019
Compare CDPemr Vs. Marketing 360

CDPemr is a cloud-based electronic medical record that is designed for use in hospitals and clinics of all sizes. The solution allows hospitals to take care of the patients by maximizing the services they offer so that patients will be well handled.


64. TactusMD EHR

  • Best for: SMBs
  • Price: starts at $49 per month
  • Apr 20, 2020
Compare TactusMD EHR Vs. Marketing 360

TactusMD EMR is a cloud-based electronic medical record that is also used as practice management that is designed for use in hospitals and clinics of all types. The solution gives doctors the ability to take more time with their patients rather than doing paperwork and researching on patients histo...


65. HomeTrak

  • Best for: SMBs
  • Price: starts at $125 per month
  • Aug 31, 2019
Compare HomeTrak Vs. Marketing 360

HomeTrak is one of the more popular cloud-based and hosted software platforms available in the market today. It was designed to assist non-medical homecare facilities as well as facilities which offered assisted living. The software helps agencies schedule as well manage caregivers b making use of a...



A Buyer's Guide to Business Software Solutions

How to Evaluate and Buy Business Software
 
If you’re somehow puzzled if this article is only for a specific size of business, no, it’s not. This is for you SMEs, MNEs and start-ups software buyers. Also, we’re not talking about a specific software solution here. Whether the software solution that you’re planning to buy is for Accounting, Business Intelligence, ERP, CRM, Help Desk, Maintenance Management or other types of application, one thing is for sure; with the help of this article, you will be able to know the right process in evaluating and buying a business software solution.
 
We’ve been into the software business for years and we’re seeing a lot of nitty-gritty things that often bring confusions and hesitations to many companies looking for better software solutions. Some companies can’t afford to let go their legacy systems while a few is encountering technological snags once the new system is in place. While this is the underlying truth behind software acquisition and implementation, what’s exciting about buying a business software solution is that there is a clear and obvious proof that thousands of companies and corporations today are happy with the benefits this technology is bringing into their respective businesses.  There is a significant increase in their revenue and the growth is on-going. And it’s easy to say; many from the Fortune 500 companies are making a lot of money because of their smartly-acquired business software.
 
So, let’s get straight to the point. What should you do in order to acquire that business software that could make your organization achieve its goals? The answer to this is pretty straightforward: evaluate and buy that right business software. Yes, that’s what you need to do and here’s the best manual from ITQlick.com that could certainly help you in doing that strategically.
 
Consider the Needs of Your Organization
Let’s assume that at this point, the entire management team agreed that you are ready to invest on a certain software application. The budget has been compromised and the key persons who will be involved in the acquisition process were already identified. Therefore, it’s time to approach things the project management way.
 
Define the Project
Every business software solution is categorized base on application type, features, deployment model, market size and pricing model. Remember that our objective here is to evaluate and buy a business software product that will fit into the size and present needs of your business. So what the project management team should try to deal with first is to define the real requirements of your business exactly base on the categories set by the software industry. Moreover, by doing this activity, you are already narrowing down your search for the right solution. Now, consider bringing this list of FAQs to the project management and aim to come up with clear-cut answers.
 
  1. What type of software is needed? Is it Integrated-Suite, Best-of-Breed or Industry-Specific? Ask your CEO’s main agenda and find the perfect match from these available options.
  2. What are the core and secondary features? Are you looking for basic, advanced or hi-end features? List down the specific features per category and allow the department managers and supervisors to give their insights on this list.
  3. How are you going to deploy the system? Would it be on-premise, cloud-based, hosted, or mobile-based? Weigh these options with the help of your CIO.
  4. Are you going for Tier 1, Tier 2 or Tier 3 vendors? Their offered solutions are base on the size of their target market - SMEs, MNEs or start-ups. Seek your CFO’s advice as it is important to match your financial capacity against the cost of the solution that the providers have for you.
  5. Are you willing to pay for the perpetuity software license or a subscription-based solution is way better? How many users are there and what would be their roles in using the system? Solicit feedbacks from future end users for they know better what challenges and risks might possibly come along their way when they’re using the system.
 
Finalize the BOM or List of Requirements
After providing definite answers on the above questions, we can say that the project has already been defined. Your procurement team is now ready to do their role in the acquisition process of this solution. However, in order for them to execute their job properly, they must have the complete list of requirements - features, specifications, hardware, and the software product. In other words, the Bill-of-Materials (BOM) that is final, complete and well-prepared must be handed over to the procurement director. Needless to say, it is very important that everybody is following the company purchasing and procurement protocols at all times.  
 
Request for Proposal (RFP)
The RFP process will bring everything into formality. Since you’re more likely in a line of business that doesn’t regularly buy software products, it is of critical importance that your RFP is well-structured before you send it to your prospect solution providers.
 
Draft the RFP
An RFP that contains all the relevant information as discussed during the project management meetings will enable the providers to return back to you their proposal that is complete and substantial. Therefore, your RFP should basically contain the following:
 
Brief Introduction
  • Company Name
  • Mission and Goals
  • Purpose of the RFP (or the need for software solution)
Business Background
  • Organizational Structure
  • Current Situation (IT infrastructure, system currently in-use, system issues and desired solutions, etc.)
  • Major Objectives of the Software Purchase
Request for Specific Requirements
  • Solution Functionality
  • System Specifications
  • Vendor Company Information
  • Price Model, Service Plans, Package Options
Other Important Inquiries (if necessary)
 
Send the RFP
Well-structured RFP will bring a lot of advantages especially when the proposals from various providers are received and then subjected for review and analysis. Send your RFP to at least three to five providers (or prospects which you have already shortlisted during the project definition phase). Depending on the complexity of the solution, most vendors will send their proposal in a matter of time, which could be around 4 to 6 weeks for Integrated-Suite solution.
 
Why still send RFP?
Is there really a need for RFP if your preferred solution (like cloud-based) and the service plans or packages are already displayed on the vendor’s website? Well, yes, you still need to undergo the RFP process. For most sales people, they certainly know that those figures appearing in the vendor’s website are usually the “list price” and not the “actual price”. More importantly, the vendor’s proposal (response to RFP) will serve as your main basis for the negotiation. Therefore, sending an RFP is a strict requirement.
 
Follow up questions relevant to RFP
More often than not, questions and concerns will be raised by the vendors to whom you send the RFP. You have to entertain them with utmost professionalism. Solution providers who are seeking further clarifications relevant to the RFP are consisting of professional software experts who wants to help your organization as much as they can. Entertain them but at the same time, always be cautious when providing additional information which you know is confidential or proprietary.
 
Evaluate the Proposals
Always refer to your finalized BOM when tabulating the contents of each proposal. Part of this process is to check the features that are available from this certain vendor and to cross out those that are not. While using spreadsheet aids the tabulation process, laying down the document proposals on the table and allowing your project management team to review them one by one should always be conducted. Evaluating the proposals in full force can help strengthen your decision-making process. Have another round of brain-storming session and come with the name of your preferred solution provider.
 
When selecting the final vendor, always promote the best interest of your organization. Consider answering these questions with full sincerity.
 
  1. Which vendor can provide the long-term benefits to your organization?
  2. Which vendor can provide the best and honest service from acquisition to full implementation?
  3. Which vendor is willing to devote most of its time in better serving its client?
 
Contact this solution provider and in your own strategic approach, try to get the answers to those three important questions above. In most cases, vendor who really wants to prove its craft will offer product demos on a higher level. Others will even invite you to check their already deployed and working systems. Feel free to connect with this type of vendor. Conduct simulation and testing, be it a cloud-based or on-premise solution. Examine all aspects and angles especially those that your project management team want to really know in-depth. For as long as it could help you arrive at a better decision, consider doing all the options available – for the interest of the organization.
 
Enter the Negotiation Process
Most solutions providers can be flexible in terms of pricing. Although the final say is oftentimes on the mouth of the sales person from the vendor’s side, a good negotiation process can always deliver a win-win situation to both parties involve. While negotiation sometimes cannot be settled in one sitting session, always be honest with your intentions whenever negotiating with your provider. If it’s about your budget, justify it with clarity. If it’s about their service plans, tell them what’s lacking or missing on their solution. At the end of the day, the most important event that should happen is that both of you are shaking hands because of a well done negotiation process.
 
Seal the Contract
So what are you going to do on a contract that involves a significant amount of investment? There are three project management approaches for this.
 
  1. Pass the ball to you legal team. They know what to do and more or less they will tell you if there is something wrong with the contract. Give them enough time to review before they affix their signature and then finally seal the contract.
  2. Hire a consultant base on the technical aspect that you want to clarify in the contract. If it’s the Scope of Work (SOW), a software implementation expert is the right person. If it is related to complex legal terms and conditions, a lawyer can help. If it has something to do with money, invite an accountant to conduct a thorough review and computation if necessary.
  3. Always consider consulting your project management team. Remember that the CIO, CFO and CEO are all team members. They will be the signatories and they know what’s best for the interest of the company when signing a contract agreement.
 
From evaluation to buying stage, it is important that the project manager must take full responsibility of monitoring all the works identified and distributed among team members. This is why delegating the right project manager is also an important consideration when buying a business software solution. And again, ITQlick.com wants to emphasize that whatever the size of your company is, using the project management approach will always lead you into a better outcome – that is getting what you paid for the right business software solution. 

Finding the right business software for your business
Proper business software selections are the precursor to successful deployment and business growth. Finding the right solutions doesnít have to be complicated, and it doesnít have to take days or weeks of your time.

After researching over 5,000 systems, we can identify the best solution for companies of all shapes and sizes. ITQlick.com is 100% free for software buyers.



Recent Home Health Care Articles


Author

Shlomi Lavi

Website Linkedin Facebook Twitter

Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.