Switching Your Current Software to STACK? Here’s 5 Steps for a Smooth Transition


Changing construction software doesn’t have to be a headache. Being intentional with the transition and having a well-thought-out plan has major payoffs. Making the switch to STACK is an investment in the future efficiency and success of your business. By following these five steps you’ll pave the way for a seamless experience. 


Step 1: Identify Your Company’s Pain Points and Set Objectives

Before diving into the transition to STACK, it’s crucial to identify the pain points in your current software or process. Are you facing challenges with bid deadlines, collaboration between teams or locations, estimating accuracy, or document management? Once you’ve pinpointed the primary areas of impact, set clear objectives for what you want to achieve with STACK. Our best-in-class platform will streamline workflows, improve accuracy, and boost collaboration, so set your goals and we’ll meet them! 


Step 2: Involve Your Team from the Start

Change can be met with resistance, so it’s crucial to involve your team from the early stages to get them in the right mindset. Communicate the reasons behind the switch and highlight the benefits they can expect. Better productivity comes from investing in improving your processes, so it’s worth the temporary disruption and change in routine.  

One of the major challenges with changing software is the learning curve. STACK is incredibly easy to use, with an intuitive interface and quick onboarding. Our support is world-class, providing free small group or 1:1 training, live webinars, live chat, an extensive training video library, and a robust help center. Your team will be well-equipped with the knowledge and tools needed for a seamless transition. 

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Step 3: Have a Data Migration Plan

A well-thought-out data migration plan is the backbone of a smooth transition. Identify crucial data, establish a timeline, and communicate any potential downtimes to your team and stakeholders. A careful approach to data migration ensures that no vital information is lost in the process.  

STACK is there from day one to support your data migration plan. Our trainers and implementation teams work with you providing data import templates to organize your information – labor, material, and/or pricing catalogs – and import it into the STACK platform. Once everything has successfully been imported, our support teams help build any necessary assemblies to get the outputs you need to succeed, ensuring data integrity and minimizing disruptions to your operations throughout the whole process. 


Step 4: Seamlessly Integrate with Existing Tools

Transitioning to STACK doesn’t mean you have to leave all of your existing tools behind. Better yet, you get to connect them! It’s important to identify the solutions in your business that are key to operating smoothly and integrating them into STACK. 
In addition to many native integrations, STACK’s open API powers data sharing between key business systems so you’re able to customize connectivity for your unique workflow. You can move data across platforms, automate business workflows, and gain strategic insights. We’re also continually investing in connecting the solutions that our customers use most and count on to optimize their processes. 


Step 5: Continuous Evaluation and Improvement

Switching to STACK is just the beginning of your business growth. Regularly evaluate your workflow and gather feedback from your team on what’s working and what’s not. STACK listens to our customers and takes your suggestions to improve our software. We also provide frequent software updates and add new features that will help you save time, improve collaboration, and increase revenue. 

You’re not switching software to do it the same way – that would be insane! Take advantage of this opportunity to upgrade your processes. Think of it as a spring cleaning of your data and workflows. With STACK’s easy interface, quick onboarding, world-class support, and free training, you’ll be up and running in no time! 

Make the switch today and build a brighter future for your business! Book a demo. 


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