Custom software development company in Saskatchewan

Start with the work you need the software to do. An existing product is often a good fit for standard tasks such as accounting, payroll or email. A custom system is worth considering when your own process sets you apart or when the gaps between several tools leave people copying information by hand. A hybrid approach keeps a product such as your accounting system and builds the missing workflow around it, connected through its API.

Low-code tools such as Airtable, Zoho Creator and Retool suit simple workflows and small teams. Look closely at complex business rules, per-user licences and how you would move your data out later. Those choices affect the flexibility you keep as your process changes.

You do not have to replace everything at once. Starting with one workflow reduces risk and lets you see its value before extending the system; a wider replacement suits an old system that is failing or being withdrawn. We connect software to accounting, CRM, email and WhatsApp, and agree which system holds the master copy of each field so connected records have a clear source.

If your system handles sales in different provinces or territories, the GST/HST rate depends on the place of supply. We set up the sales workflow to record the relevant place, such as where goods are delivered, so it can use that information when applying the rate.

If your software collects personal information during commercial activity, PIPEDA sets federal rules for its collection, use and disclosure. We set up the records and access permissions around the information your process needs and the people who need to see it.

Bring what you have, even if some details still need discussion.

• Rank the problems by hours lost, errors, late jobs or missed revenue.
• List the users and what each person should see, do and be kept from seeing.
• Have admin access ready for connected tools, or a contact who can provide it.
• Name a decision maker and a staff member who will test and champion the system.
• Gather the documents and approvals used at each step of the current process.
• Identify existing spreadsheets and records, including the history you want to bring across.

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  Copying the spreadsheet screen for screen

  Review the process first, then build the simplest system that supports the improved steps.

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  Leaving permissions until late

  Define roles while screens are being designed, so the wrong people do not see data and the work does not need to be revisited.

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  Importing records unchanged

  Plan for cleaning and checking data before the import, so old errors do not move into the new system.

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  Leaving the project without an owner

  Give someone inside your business responsibility for answering rule questions and keeping testing moving.