Some software and IT choices are commonplace and relatively inconsequential. In those cases, choosing which software to use is usually a matter of personal preference. For example, the choice between Microsoft Office and Google Docs or Windows and Mac. But, other software choices aren’t so easy or straightforward - especially when the software is the foundation your business is built on.
Choosing the right executive search software platform is one of these critical evaluations and decisions, but most search firms end up with software that doesn’t fit their overall process or business. In most cases, these search firms don’t have the information, foresight or decision framework they need to make a well-informed choice.
We put together this guide and to provide search firms with the fundamental basics and steps to identify and choose the right software that best supports their firm, clients and process. This step-by-step guide provides you with the tools, resources, checklists and insight to make the best decision for your firm.
Learn the basics of what to look for and what to expect when considering and evaluating a new executive search software for your search firm.
When people start looking for new search software, they’re usually focused on solving day-to-day challenges. Start with the long-term opportunities and goals for your firm.
To understand your investment in the right search software, look beyond monthly software fees and identify any hidden or opportunity costs your current software is causing.
To find the best search software, you need to research and evaluate your goals, wants (nice to have features), required needs and measure these against available software out there.
When you need to build a case to convince firm leadership, you need to present the pros and cons for each software in a standardized approach that focuses on fit.