When a business rolls out new software, there’s usually a flurry of excitement—new features, better visibility, slicker processes.
But after the launch? That’s where the wheels often come off.
Instead of structured training, staff are left to “figure it out as they go.” Maybe there’s a quick demo, a few help articles, or that one team member who seems to magically understand the system (and quickly becomes the unofficial IT support).
It’s a tempting approach—after all, training takes time and money. But trial and error come with a hidden cost: messy data, inconsistent processes, and teams that never quite feel confident using the tools they’re given.
From an accounting perspective, this matters more than you might think. Poor data leads to poor reporting—and if your reporting’s off, then so is your forecasting. Business advisory relies on clean, consistent data so goals are realistic, progress is trackable, and decisions are grounded in fact. What you can measure, you can control. And what you control, you can change.
Trial & Error: The False Economy
Letting staff muddle through might seem like a cost-saving move, but it usually ends up more expensive in the long run. Productivity drops, mistakes multiply, and your lovely new system gets a reputation for being “too hard” or “just not working properly.” Here’s what tends to go wrong:
- Every staff member invents their own way of doing things.
- Reports don’t match because the data’s inconsistent.
- Confidence in the system drops—so people revert to spreadsheets.
- Your investment in software ends up underused and undervalued.
Without a shared understanding of how to use the system, even the best software becomes a bottleneck instead of a business booster.
Why Proper Training Pays Off
Good training isn’t just a tick-box exercise—it’s the foundation for making your systems (and your people) work well together. When staff are trained properly:
- Data entry becomes accurate and consistent.
- Reports make sense (to everyone).
- Teams know where to go for answers, not just where to guess.
- Confidence goes up, and mistakes go down.
From a financial perspective, the benefits are just as strong. Accurate job costing, real-time margins, forecastable capacity—it all starts with clean, structured data. And clean data comes from people who know what they’re doing.
Want to track profitability by project? Measure billable time properly? See where things are slipping before they become a problem? You need people who know how to use the tools properly—because garbage in still means garbage out.
What Good Training Looks Like
Investing in training doesn’t mean week-long classroom marathons. It’s about thoughtful, practical sessions that fit how your business works. Great training will include:
- Tailored sessions using your workflows and data.
- Clear, repeatable steps for key tasks.
- Room for questions and real-world examples.
- Follow-up resources so people don’t forget it all the next day.
Whether it’s virtual, in-person, one-on-one or recorded, the key is making it real, relevant, and repeatable. Bonus points if it also includes a bit of humor to keep people awake during the invoicing module.
Final Thoughts
Software doesn’t improve your business. People using software well? That’s where the magic happens.
Training your team isn’t just about avoiding mistakes—it’s about unlocking the value of your tools, creating usable data, and making decisions based on something more reliable than crossed fingers. It’s how you get from guessing to growing.
The following content was originally published by BOMA. We have updated some of this article for our readers.