10 Pitfalls to Avoid When Choosing Software for Your Charity or Mental Health Service

Jennifer
4 min readApr 8, 2024

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If your organisation is still reliant on a never ending spreadsheet or paper written notes it is definitely time for a change, but at a time when technology is evolving faster than ever, everyone should be regularly assessing their tech stack to see if it is working as hard for them as it should be. The right technology can be a game-changer, it can streamline operations, enhance communication, and ultimately, improve outcomes. However, choosing the wrong software can lead to headaches, wasted resources, and missed opportunities.

Previously, I wrote about The Benefits of Using Digital Forms, today let’s dive into the ten pitfalls you definitely want to steer clear of when selecting new technology for your organisation.

1. Ignoring User Experience: Just because a software solution ticks all the boxes on paper doesn’t mean it will be intuitive or enjoyable for your team to use. Neglecting user experience can lead to resistance from staff and decreased productivity. Remember, happy users lead to better results.

2. Falling for Shiny Features: According to a study by Deloitte, an astonishing 48% of organisations reported experiencing buyer’s remorse after purchasing new technology. It’s easy to be dazzled by fancy features and cutting-edge technology. But do these bells and whistles actually address your organisation’s needs? Prioritise functionality over flashiness to ensure you’re investing in tools that will make a real difference.

3. Overlooking Integration: A survey by Harvard Business Review found that 83% of organisations struggle with integrating new technology with existing systems. Investing in software that doesn’t integrate seamlessly can create silos of information and hinder collaboration. Aim for solutions that play nice with others, the last thing you want is for your fantastic new tool to create the need for an unnecessary replication of data input.

4. Forgetting Scalability: As your organisation grows, so will your technology needs. Opting for software that can’t scale alongside you can result in costly and disruptive migrations down the line. Plan for the future and choose scalable solutions from the get-go.

5. Ignoring Security Concerns: With cyber threats on the rise, security should be a top priority when selecting software. A breach could not only compromise sensitive data but also damage your organisation’s reputation and erode trust. Don’t cut corners on security measures and ensure that whatever platform you choose is compliant with any regulatory body you may fall under for the types of data you handle.

6. Neglecting Training and Support: According to a study by Deloitte, organisations that invest in comprehensive training see a 218% higher revenue per employee. Even the most user-friendly software will require some level of training and ongoing support. Failing to invest in proper training can result in underutilisation of the software’s capabilities, limiting its impact on your organisation. Remember — it is not just about reading the user manual, it is about defining how you will use the software in house with clear processes.

7. Overlooking Customisation: Every organisation is unique, with its own processes and workflows. Off-the-shelf solutions might not fully align with your specific needs. Look for software that offers customisation options or the ability to tailor it to fit your organisation like a glove.

8. Ignoring Total Cost of Ownership: The sticker price of software is just the tip of the iceberg. A report by McKinsey found that, on average, organisations underestimate the total cost of ownership of technology by 20–30%. Consider factors like implementation costs, ongoing maintenance fees, and potential upgrades. A solution that seems budget-friendly upfront could end up being a financial burden in the long run.

9. Failing to Get Buy-In: Implementing new software is a team effort, and getting buy-in from stakeholders across your organisation is crucial for success. Involve key decision-makers early in the process, address concerns, and highlight the benefits of the new technology to garner support. It might take more time but in the long run it will be worth it.

10. Rushing the Decision: It can be tempting to rush through the decision-making process to get new technology up and running quickly. However, taking the time to thoroughly evaluate your options, gather feedback, and speak to a consultant can save you from costly mistakes in the future.

The expectations of life depend upon diligence; the mechanic that would perfect his work must first sharpen his tools. — Confucius

In conclusion, choosing the right software for your charity or mental health service is a decision that shouldn’t be taken lightly. By avoiding these ten pitfalls and focusing on user experience, functionality, integration, scalability, security, training, customisation, total cost of ownership, buy-in, and careful decision-making, you can set your organisation up for success in the digital age.

Remember, the right technology isn’t just a tool — it’s a catalyst for positive change and better outcomes for those you serve.

Written by Jennifer Reich of www.jcrc.co.uk

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