When you want to move to a tool and you’re working with a consultant, an agency, or a team, they should know this tool or platform inside out. It’s only when they know it that they can map out the right approaches and steps and inform you about the limitations of the tool depending on what you want to achieve.
If you’re bringing a creative team or business to a tool that mainly favors technical teams, they’re going to offer other recommendations because they already know the limitations or potential issues you could face. They’ll look at the size of your business, how your team works with other tools, previous tools that you have used, any pain points or issues that your team has had with previous setups, and how you’re trying to reduce that with a move to a new tool.
You don’t want to pick someone who is not an expert in that tool, it’s going to save you money and time. Imagine you move to a new tool at the assurance of an external solutions provider and you see that it does not support a main activity or a main business operation that your team carries out. At that point, it’s a waste of money. You’ve spent money and time on this move and it’s not serving you.
Have your list of non-negotiables, as I always say or a feature list or a requirements list. These are all the main activities or features that your business needs to function or to produce good results. Have the ones that you consider top priority, the ones you’re never going to compromise on, because these are the ones that you need for your business.