Every company uses software, right? But there are so many providers out there, how do you know your company is making the right choice? As a software-user and the CEO of a company that provides software, I always consider a few points, both when choosing vendors to work with and in offering our services to clients.

Here’s my quick guide to evaluating software companies:

1) Does your company view vendors as strategic partners?

You should be able to trust your vendors. You should know they’re going to be there for you, staying ahead of the industry, following best practices, anticipating and heading off problems—today, tomorrow,  ten years from now.

Really, it comes down to value. Do the people you’re doing business with enhance the value of your company? Does your software provider offer anything beyond the commodity itself? Do they offer guidance, support, troubleshooting? Do they communicate with you, listen to your suggestions, try to meet specific requests? You definitely don’t want to work with someone that you only hear from once a month, in the form of a bill…

2) Which means it’s all about the relationship.

If you really need customer support, how long does it take to get a tech on the phone? Because if something is delaying your workday right now, you can’t wait until tomorrow to fix it. At our company, we make a point of getting back in touch with clients in under an hour. Our goal is to get back in touch within 15 minutes.

Dependability is a huge facet in any relationship, and contact with a decision-maker should be an option for all clients, large and small.

As C.E.O. of the company, I’m a phone call away. We have an amazing customer support staff, but if a client really wants to talk to someone in charge, I always take that call.

In some lucky instances, clients have become my friends, my hunting partners, my board members—and I say lucky because it has been lucky, for me. Our clients are great people, and I truly value my relationships with them. But “breaking bread” with a vendor may not be your top priority, and that’s fine. You know what isn’t fine, though? A  lack of responsiveness.

Even if the price is right and the program is smooth, if every tech employed by a software company disappears at 3 p.m. on the one Friday that you have a glitch at 4:15, then that glitch is the least of your problems. (Although that glitch can be incredibly frustrating—particularly when no tech calls you back until 10 a.m. on Monday.)

3) And that brings me to reputation.

Many of us think choosing a vendor is primarily about product claims versus cost. But no matter how inexpensive a product is, if it doesn’t serve its purpose, it’s worse than useless. Before you work with a vendor, you should know that the sales pitch rings true. If a software provider doesn’t put you in touch with references—unbiased, third-party clients already using their software—during the first sales pitch, that’s a red flag. Word of mouth and client reviews—you know, reputation— should be the #1 selling point when choosing your provider. This is especially true in today’s world, where vendors seemingly consolidate overnight, and sometimes the results are less consistent than you’d like them to be.

4) Remember the 80/20 rule.

No single software can do everything, but if a software can do 80% of what you want it to do, then it’s likely an appropriate fit. If the company has great customer service, they should be able to help you find workarounds and ensure you’re getting the user experience you want.

5) Know the cost of action—and the cost of inaction.

Everyone is busy. No one has time to learn a new software. No one relishes workday disruptions. But disruptions are easier if they’re planned. When you’re checking your software providers refs (and you are checking refs, aren’t you?), ask direct questions about the implementation process—how long did it take? How intuitive is the software?

You may not want to spend two months learning a new program, but if you put it off for another five months, you need to think about that in terms of lost productivity. How much will it cost your company to operate less efficiently for another five months? Maybe the most cost-efficient tactic is to hire a temp to help carry the workload while you implement the software now. Or maybe it really does make the most sense to wait till your “slow” season. Just make sure you weigh your options rather than letting procrastination get the best of you.

Okay, that’s it from me. I hope this guide has been helpful and will make choosing a software a less stressful process. Happy shopping!

Case Study: Century Bank & Trust


Century Bank & Trust, with two branches and 250 million in assets, has been a BankTEL client since 2009.

When it switched core providers, its new core, Jack Henry Banking, recommended BankTEL. According to vice president Cathy Gladin, Century has always been happy with BankTEL’s products and customer service, but since the bank implemented ASCEND, things have been running more efficiently than ever.

“We use accounts payable, prepaid and accruals, vendor management, fixed assets, expense reimbursements and approval,” she says. “The list of what we don’t use is shorter.”

Because Century already had BankTEL ASNA software, learning ASCEND was easy for her 40 employee users.

“The person who does the training is Shea Adrian, someone we’ve worked with at BankTEL for a long time. The nice thing about Shea is that she used to work in banks, so when you ask questions, she understands. When you’re talking to a programmer, sometimes that’s not the case.”

Gladin finds the new software intuitive and simple to navigate.

“ASCEND is a lot better. In the old software, the pieces of the database, such as where the invoice history might be stored and where the vendor invoice might be stored, weren’t connected. Now all the pieces are connected, and there are hyperlinks in every section. When you’re looking at vendor records, you can easily click straight to an invoice.”

She compares the experience to shopping online. “It’s like when they give you the ‘customers who looked at this also looked at that’ option,” she says.

“If they didn’t have that, you would have to back up, go to a search bar, search for another item and pull it up. In the ASCEND world, there are all these links, so you don’t have to back up and go to something different.”

In her 22 years of accounting, Gladin has seen her share of audits.

“There’s a very detailed audit trail in ASCEND. I can look at a vendor, pull up an invoice, and it will list when I pulled it up by date and time. It will also tell me who made a change.”

Because of ASCEND, Gladin’s employees are able to work more independently. “You don’t have to be an expert in the program to find information that you have access to. Even without a lot of training, it’s easy to keep clicking until you find what you want.”

This means her employees no longer ask Gladin to find information for them. “They can look things up on their own and answer their own questions. It saves me time, because I’m taking less phone calls,” she says.



Would you like to achieve optimum results with your accounting operations?

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Client Testimony

“The main outcome of Bank First’s Operational Assessment showed us how much we would benefit by upgrading to the new Ascend product. Most of the issues we are having, such as Microsoft spreadsheet issues, application latency, as well as having to manually do the OFAC, will be eliminated. I saw at the 2017 User Conference what a great group this will be to work with as well as all the other users out there that are happy with Ascend.” 

– Wanda Russell, VP Accounts Payable/Risk Management


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We invite you, our valued client, to join us in learning more about our new Operational Assessment initiative. BankTEL understands the importance of integrating technology with best practices to achieve optimum results. These informative webinars are focused on our commitment to continually help you improve operational compliance, increase efficiency, and create cost savings in your accounting operations. Below are several opportunities for participation in this educational webinar. We look forward to seeing you there!



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Happy to help.

Please let me know if you have any questions

Denielle Birks
Operational Review Consultant