10 Steps for Success in Rolling out a New Estimating Package (Part 1)

Pronamics Expert Estimation - General Estimating


I am passionate about quality estimating. It is one of the things that drove me to write estimating software in the first place back in the late 1980s.

A lot has changed since then. So what do you need to know in order to guarantee success when rolling out a new estimating package?

Here are my ten steps for success:

1. Research the software – what do you need the software to do?

Are your projects relatively simple and over a short timeframe? Or do they require the input from multiple estimators and take place over weeks and possibly months? What estimating processes do you need automated? Don’t pay for complex software if you don’t need it, but find the one that best suits your needs.

2. Do a free trial.

If you’ve never used the software before, it’s a great idea to try before you buy. Put it through its paces. This way you can familiarise yourself with the layout and check its compatibility with any of your other systems.

3. Organise a free online demo.

While you’re on your free trial, ask for a guided online tour. It’s even better if multiple people can connect to the demo and they can ask specific questions in their own areas of interest.

4. Buy licences.

You’re happy with your trial and the demo has answered your questions, so you are ready to commit. The software gets installed onto your system and you can get cracking with your projects!

5. Invest in training.

Now you want to make sure you and your team gain the comprehensive skills needed to make the most out of the software. Does the provider offer in person training or online courses?

You might think it stops there, but it’s not just about selecting great estimating software. It’s about helping estimators make the most of the product they use.

So what is the best way to implement the software you’ve selected? Stay tuned for Part 2 of “Planning for Success” when it comes to rolling out a new estimating package.

A photo of Glen Townsley

Glen Townsley is the founder of Pronamics, and has spent over 30 years building estimating software after a successful career as a civil estimator and project manager.