Six Simple Steps to Franchise Management Software Implementation

05/31/2019

By the time franchise management software makes it onto your to-do list, you’re probably running a growing franchise business and it can feel like an overwhelming project to take on. The truth is: it’s not. In fact, we can get your franchise management software implemented in only six steps. This blog post will outline the franchise management software implementation process so that you can visualize the process—and see how easy it is to fit into your busy schedule.

Here are the six simple steps we take to get your franchise management software up and running in no time.

1.     Needs Analysis

First, we learn about the needs of your franchise so that we can best recommend tools to help solve challenges and streamline operations. We conduct a discovery when you sign up for a demo, and if you’re interested, we take the next step with our new client questionnaire to learn more. As you can see from our features evaluation template, there is a lot of functionality to choose from.  

2.     Tool and Module Proposal

Based on your needs, we will recommend the suite of Waterstreet tools and modules that will take your business to the next level and beyond. Our software is designed with three key modules: FranchiZOR Franchise Operations Management software, FranchiZEE Franchisee Operations Management software, FranchiZING Franchise Development software. In addition, we offer a range of integrations and add-ons to further customize our solutions to your needs. We will put together a proposal just for you, based on your individual needs and tools that will benefit your franchise system. And unlike other franchise management providers, we don’t charge by the user, making our platform one of the most cost-effective platforms in the industry.   

3.     Template Review and Recommendation 

We have over 20 years of experience working with leading franchisors, in particular franchisors with field service franchises. From cleaning companies, to junk removal, to home maintenance, renovations and more, we know how to meet the specific needs of field service franchise businesses. To help you integrate your information and processes into our software, we compare and contrast working templates with you. We recommend known best practices while at the same time ensuring you don’t need to completely change the way you do business by incorporating your processes into our software setup.  

4.     Software Implementation 

Our team goes behind the scenes to set up your custom suite of tools, including the personalization of templates and information we reviewed in the previous phase. This involves some development on our end but thanks to our modular design and ability to add pre-configured integrations and add-ons, turnaround is fast. 

5.     Review and Evaluation

Once we have the modules and integrations set up for your franchise, we’ll do another review with you and confirm that everything works the way you need it to. During this phase, we’ll help guide you as you take the next steps to populate the software with all the information your franchisees will need to hit the ground running with it.  

6.     Onboarding Your Team 

To help you launch the software within your business, we can also help onboard your franchisees with the help of our customer-only knowledge base. We can even set up a webinar so that your franchisees can call in and experience a live demo and Q&A session. This demo can be recorded and stored in your company’s private knowledge base for future refreshers or to help welcome new franchisees. 

Take the first step on your journey to implementing franchise management software

Sign up for a demo and let’s chat about your franchise management software needs.