Three Tips for Switching HOA Technology Providers

Tips for Switching HOA Management Software Providers

Is your current HOA management software falling short of your expectations? Here are three tips to consider when switching HOA technology providers.

  1. Focus on the Big Picture
    See the forest, not the trees. When deciding between HOA technology providers, it can be easy to get bogged down by minute differences in functional details between one system and another. The fine points and features of a new piece of software are important. However, when switching technology providers, it’s far more beneficial to focus on your overall needs.
    Every HOA management system will have a learning curve. The determining factor in making a switch is whether the new provider will enable you to work more efficiently overall, even if some features are not as you expect.
    Additionally, features come and go all the time, especially for web-based applications that are actively being enhanced. Considering this, it’s best to orient this decision around your long-term goals.
  2. Assess Your Data
    Before you switch HOA management services, it’s beneficial to assess your data and determine its importance. One can’t always assume that this data will get transferred to the new software system automatically.
    Don’t worry, there are ways of saving important data to an external hard drive or a cloud. Other times, it’s best to start fresh and not worry about the old data. Either way, it’s worth discussing your options with a potential provider once you determine the value of your old data.
  3. Knowing the Difference Between Limitations and Adjustments
    As you adjust to your new HOA technology provider, you may get the feeling that you’re being asked to limit your management process. It’s important to keep in mind the difference between adjustments and limitations.
    Of course, you would never want to transfer to a new piece of software that restricts what you can do. However, there are instances in which adjusting your process is desirable. Potential positive outcomes include developing shorter response times and reducing the rate of errors. There are clear advantages that make switching HOA management a worthwhile adjustment.
    Are You Ready to Improve Your Management Software?
    Now that you’ve learned these tips for switching HOA technology providers, take the time to see what is possible with modern solutions.
    When it comes to HOA management software, only FRONTSTEPS can offer you solutions for every important role, from accountants and community managers to board members, homeowners, and even gate attendants and guards.
    Reach out to us to learn more about our highly rated software. We look forward to hearing from you!

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