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Whether you really need cemetery software (or need to change your software) depends on a number of factors. If you answer ‘NO’ to any of the questions below (when you feel you should be saying ‘yes’), then you may want to read on:
- Can you confidently share information to your stakeholders (Board, Funeral Directors, Memorial Masons, Genealogists)?
- Are your records protected? i.e. in digital format saved in a secure location.
- Do you know the revenue potential for the space you have available to sell? and do you know your inventory statistics?
- Do your sales team have the capability to sell from remote locations and therefore increase sales potential?
- Do you have accurate, digital maps that you can rely on?
- Do you know how much money you are owed, by whom, and when this is likely to be realised?
- Do you feel that you have control over your operations?
- Do you feel that your processes embrace ‘best practice’?
Okay, so if you are still reading then I’ll assume you either need or want to make improvements to your operations and record keeping and to do so there are many options available to you. (There are so many options dependent on your individual situation that I could not possibly explain them all but what I will do is focus on some main areas and if you want to contact me please reach out to firstname.lastname@example.org and i’d be happy to have a chat).
Paper Records? Firstly (and in my opinion), if you are still recording your information in books you NEED to stop. Whilst books hold so much history about the cemetery, unless the information is scanned and/or transcribed in digital format, it is at risk. Depending on your budget there are a few options – please see http://blog.plotboxit.com/still-using-pen-and-paper-to-record-your-burials-heres-some-advice-on-moving-to-digital/
Need Mapping? Mapping does not have to be expensive and there are many options depending on your needs. I would say (and again it’s only my opinion) your maps should be linked to your records within your software especially if you are an operational cemetery. This is why we at PlotBox have worked hard on a flexible mapping module within our system that holds paper maps, AutoCAD maps and aeriel maps all with interactive plots linked to your records. (We can even give you the tools to map your own cemetery – you don’t need to be a surveyor!)
Using excel spreadsheets or limited software? If you are using existing digital systems that you are not 100% happy with, it is not as difficult as you think to move to a new and better software system.
Lets be honest, there are a few ‘good’ systems out there but there are more than a few ‘not so good’ systems. Before you decide on what system to go with I recommend as a minimum that you need to:
A. Make a list (or detailed specification if you have the time) and break up that list into criteria or features that are ‘Essential’ or ‘Desirable’.
B. Get demos from the top 3 or 4 software companies that you think will meet your needs and tick off whether your essential and desirable criteria are met.
C. Reach out to existing clients who have that software to get a heads up on the software but also to get an indication of what its like to work with the company.
I am obviously going to recommend that if you want to say YES to all of the above 8 questions you need to make sure PlotBox is one of your demos!
Click here to sign up for a demo of PlotBox software.
I hope this has helped. If you want to avail of my offer for a chat about your options, watch a no obligation demonstration of the PlotBox software or need any other technology advice please email me email@example.com