Many of you depend on a software package specific to your industry to run your business. For example, a dentist uses a dental package to keep track of their patients, and an insurance agent uses an Agency Management System to quote new business and manage their clientele. But at some point, you may outgrow your system. Even worse, the company that makes the software could go out of business or change direction. So what are your options? We will work with you to answer these challenging issues.



  • Do you have a difficult decision to make about upgrading or replacing a product you are using?
  • Do you have the time and capacity to do the research? 
  • Will your business suffer if you don’t make a sound decision about change?


Our Solution

Moving to a new platform can be a disruptive and expensive process. The process often involves researching options, listening to vendors’ technobabble, planning for the change, dealing with potential loss of data in the migration process, training staff and possibly clients, trusting your business to a new vendor, negotiating contracts, and of course bearing the financial burden. It can be a painful, long process if not carefully thought out. 
There is no simple formula to help you make these difficult decisions. However, with over 25 years of experience running our own businesses, we can offer you sound advice on how to answer these challenging riddles. Nobody knows your business better than you, and we at Clearly Works surely do not know the integral details of each system you may use to run your business. But having gone through this challenge ourselves, as well as with our other clients, we can guide you through the process of making a good decision, and help you choose a strategic and financially sound solution to move your business forward.

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