The QuickWorks Checklist: How We Assess Every You So We Can Get the Best Result for you

The QuickWorks Checklist: How We Assess Every You So We Can Get the Best Result for you

Buyers Checklist

At QuickWorks, we use a simple but powerful buying checklist to make sure every client is set up for success. If you’re exploring new systems for your business, these are the criteria we use to evaluate whether our solution is the right fit. Because sometimes, it just isn’t!

We specialise in Quickbooks Accounting software, but maybe it’s not right for you. That is the purpose of this exercise.

  • Core Functionality: Does it actually do what you need?

We start by checking whether the software delivers the essential features for your business — not just what’s nice to have, but what’s required for daily operations.

  • Is it built with your industry in mind, or is it a generic tool trying to be everything to everyone?
  • Will it scale with your business as you grow?
  • Does it support the workflows you use today?

A great system isn’t one you outgrow quickly — it’s one that grows with you.

  • Ease of Use: Will your team actually use it?

If software is too complicated, it becomes shelf-ware.

  • Can new team members learn it quickly?
  • Is the interface simple and intuitive?
  • Can you access it anywhere — desktop, tablet, or mobile?

Adoption matters just as much as functionality.

  • Integration & Compatibility: Does it play nicely with others?

Most businesses rely on multiple systems. They need to talk to each other.

  • Does it integrate with your current CRM, accounting, payment tools, or industry apps?
  • Are open APIs available for future integrations?

Good software fits into your ecosystem instead of forcing you to change everything else.

  • Security & Compliance: Is your data safe?

Trust is everything when it comes to client and financial information.

  • Is data encrypted in transit and at rest?
  • Does the provider comply with GDPR and other standards?
  • Are penetration tests and backups carried out regularly?

Security isn’t optional — it’s foundational.

  • Support & Service: Who’s on the other end when something goes wrong?

Tools are only as good as the help you receive when you need it.

  • Is support available via chat, email, or phone?
  • Will you speak to someone who understands your industry?
  • How quickly are issues resolved?

Great support turns software into a partnership.

  • Implementation & Onboarding: How quickly can you go live?

Even the best systems fail without proper onboarding.

  • Is there a clear, structured implementation plan?
  • Are training materials and guidance included?
  • How long does it take to see a return on investment?

A smooth onboarding process sets the tone for long-term success.

  • Track Record & Credibility: Can the vendor back up their claims?

Before recommending any platform, we look at its history and stability.

  • How long has the company been in business?
  • Do they offer real case studies and testimonials?
  • Are they financially stable and still innovating?

You should feel confident the provider will be around in years to come.

  • Pricing & Value: Are you really getting what you’re paying for?

Transparent pricing avoids surprises.

  • Is the pricing model clear, with no hidden extras?
  • Does the cost scale fairly as your business grows?
  • What’s included in the base package and what’s considered an add-on?

Value isn’t just about the lowest price — it’s about the right price for the right outcome.

  • Business Impact: Will it make your life better?

Finally, we measure the real business impact.

  • Will this help increase revenue, reduce costs, or save time?
  • Are there measurable KPIs to track the benefit?

Software should improve your business — not just be another subscription.

Final Thoughts

At QuickWorks, we use this buying checklist with every potential client to ensure that the tools we recommend are a perfect match. Whether you’re upgrading your systems or starting fresh, these criteria will help you choose software that supports your long-term success.

If you’d like help evaluating your current tools or exploring new ones, we’re here to guide you. Contact us at letstalk@quickworks.ie