One of the biggest technology mistakes with small business is when they pick their software “in the now.” What we mean is that they look for software to handle HR, payroll, billing, sales, or other operational functions based upon criteria tied to what they need today. In this, there is a failure to see the vision of scalability that could, and should, come with business growth.

The result is that they end up with a piecemeal of legacy platforms. The effect on the ground is that this patchwork of technology creates more work for staff, and many times the software isn’t able to flex with business growth.

We already understand the importance of sharing information between departments. That’s exactly why companies like Microsoft have developed a whole set of office tools under the Dynamics 365 umbrella. The interoperability of all these platforms is an intelligent way to streamline operations and sales by sharing data back and forth.