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6 Steps For Successful Software Implementation

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Successful Software Implementation for Your Business

The capabilities of the computing environment have dramatically increased in recent times with an abundance of management software to choose from. However, there can still be confusion over which software to use and how best to implement it into your business. Here’s a few tips to help you understand what is needed to successfully implement new software.

Table of Contents

The Need for a New Business Solution

Organisations, large and small, are pressured by investors, government, clients, and communities to efficiently plan, report and monitor lifecycle performance while ensuring regulatory and financial compliance. This can lead to organisations needing to adopt new management systems for their business processes. Often organisations are faced with a stark choice when adopting a new management software system; realign to fit or face expensive custom development. An effective approach is to integrate core business systems with purpose-built software designed for optimal fund and business process management. 

Enquire goes beyond most software as a service (SaaS) options by employing our successful implementation methodology to workshop, analyse, configure, and deploy a system configured to your exact specifications. This means that you can deliver full lifecycle improvements across your business processes when you implement Enquire. Enquire’s in-depth and flexible configuration means your business processes can be quickly and easily adopted, and improved, to ensure maximum benefit from adopting a lifecycle management software system. 

Enquire implementation follows a best practice methodology using a flexible, experienced, and scalable team. Our methodology is adaptable to your needs and is well practiced across a wide variety of organisations. This ensures you achieve financial returns through efficient and effective implementation, change management and training, as well as ongoing support be that by integrating Enquire with your existing solutions, or through our ever-growing range of resources.  

So, what does it look like to adopt and implement a purpose-built fund management system, such as Enquire? Let’s break this process down into 6 easy steps. 


6 Steps to Implementing Enquire

6 steps to successful software implementation

Analyse and Collaborate

Tactiv’s analysts work directly with you to assess and review your requirements. Workshops and process mapping means when you implement Enquire you proceed in a manner that is both highly responsive to your needs and provides an exceptional opportunity to improve and streamline your existing processes and systems by working through your requirements. 

Communicate and Transform

With requirements determined, it is critical to communicate and work with all stakeholders to review, revise, and gain support for the approach to implement Enquire. This could be something as simple as an updated grant application, a contract template or complex changes like performance reporting data and scheduling. 

Design and Interact

Even though Enquire is a highly configurable system, our analysts will undertake design work to ensure your requirements are clear and the process flows as it should. This could include work to test process maps, review new reporting templates or system forms and involves a wide range of stakeholders to ensure what is envisaged is what is needed. 

Develop and Test

Coding client specific configurations in Enquire happens quickly because it is based on a flexible component-based system, but also because of the time and effort put in throughout the earlier stages. 

All development work is delivered fully tested by Tactiv’s test and quality assurance team, ready for client testing. All testing issues are resolved prior to proceeding with deployment of Enquire. 


Enquire is delivered as a Saas system, meaning it is an application deployed from a central secure cloud-based environment. Clients need only an internet connection and a browser to access Enquire. 

Tactiv’s Enquire analysts prepare an implementation plan that includes migrating data, generating users and other critical work to ensure it is ready for your use. 

Training and Change Management

Alongside implementation Tactiv project managers will work with your team to prepare training that is specialised to your unique configuration. During the final stages Tactiv consultants will also help contribute to your change management plan and activities to make sure the adoption and benefits realisation are maximised. Our experience in implementing Enquire across a wide variety of clients can deliver insights and approaches that will help your organisation adopt Enquire more readily. 

After Enquire has been fully implemented, training and support are continually available. Through face-to-face training, video conferencing, webinars, detailed help information online, plus direct support from the Enquire Help Desk means assistance is always readily available. 


Integrating Enquire with existing business systems

In addition to these six steps our team are happy to help establish integrations with your existing business systems. Here we can see what this process looks like, and why you should consider integrating systems to maximise efficiency.

The lack of integration between systems can complicate business processes and decision-making. Much of this is related to poor information management, with many organisations unable to easily share and access data across all business areas. Effort is wasted on duplicated and erroneous data and processes that are not efficient nor supportive of organisation-wide needs. Collating, reconciling, and verifying data requires substantial resources that could otherwise be focused on delivery.

By implementing Enquire you can complement parts of existing business operations. The software can be integrated with a variety of existing internal systems so organisations can better meet their business challenges, while leveraging their existing software investments. Organisations can retain their flexibility and ability to scale up or down, without replacing existing systems.

6 steps to successful software implementation

Integrating existing systems with Enquire is based on understanding each organisation’s goals and challenges. Tactiv’s consultants work with organisations to understand:  

  • What information needs are not being answered?  
  • What information is critical to streamlining operations?  
  • How much does the lack of integration cost?  
  • What level of integration is really needed (real-time, overnight, monthly)?  
  • What actual return will integration bring in the short and long term?  

By integrating existing business systems, like SharePoint, ArcGIS, QuickBooks, and more, with Enquire, organisations can create a bridge across these separate systems to deliver the information needed to support better business performance, reporting and management. 


Benefits of Enquire

Tactiv’s Enquire offers organisations an opportunity to improve their management and administration of funding programs. Through our well-practiced methodology and experienced project managers and analysts your organisation can drive business process improvements that will streamline decision-making, contribute to organisational performance management, and save time and money on managing data when you implement Enquire.

Tactiv Support Team

About Enquire

Enquire reduces the administrative burden of doing good, while increasing social outcomes. Manage funded projects and social investments with automations and configurable business process workflows to generate impactful outcomes that scale.

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