Thank you for joining us for our PMS Speed Dating webinar, and thank you to our PMS presenters. It was jam-packed session that left everyone with a lot to think about that. To that end, I'm sharing what I consider the most important points as you consider moving to a different PMS, along with some of the differentiators for our PMS partners.
​Michelle

Key considerations as you shop for a new PMS

  • Inform the prospective software companies about how you operate.
    • What is really important? Be prepared before you meet with them.
    • What is not important?
  • Insist that the software salesperson focus on what is important to you.
  • Make sure to include the key members of your staff in any demos.
  • Inform yourself as to the longevity and strength of the software companies that you interview.
  • Make sure to have a Project Manager (one person to be accountable for the transition).
  • Plan to have a committee with representatives from each department that meet frequently to discuss and communicate their area needs. This is important in the evaluation phase AND the implementation phase.
  • Your “go-live” date is really on the date you go-live. Not the date where everything is working as promised in your sales process.  This can take up to 45–60 days.
  • Make sure you understand your own special, customized bells and whistles BEFORE you switch. This does not mean you were not going to switch but make sure you have thought through ahead of time how you will resolve that challenge.  
  • Give considerations on any new Standard Operating Procedures. You have likely been on your old PMS for years and have very efficient processes based on that software. Review those for things that need to change as part of your implementation process. 
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