Software Checklist 2026 — A practical guide to make everything work properly and measurably
The beginning of the year is the best time to bring order to a company’s systems: processes, data, compliance, automations, and overall customer experience. When something isn’t set up correctly, you end up paying for it in time, errors, delays, and decisions made “by gut feeling”.
Below is a practical checklist with the key areas worth reviewing this year — and the solutions that can cover every need, from ERP/CRM to BI, mobile work, Power Platform and infrastructure.
1) Build the right foundation: ERP/Business systems that match real workflows
Your ERP should reflect the way your business actually operates (not force your teams into the wrong way of working).
Checklist
- Warehouse, purchasing/sales, invoicing, production/projects (where applicable)
- Proper configuration, user permissions, clean
master data - Integrations with other systems (e-shop, scanners, mobile)
Learn more: ERP Products
2) Keep customers organized: CRM for sales, follow-ups and service
Without a well-structured CRM, contacts get scattered, follow-ups are missed, and your sales/service picture becomes fragmented.
Checklist
- All contacts/opportunities in one place
- Automated reminders, pipeline stages, communication history
- Reports for sales forecasting and team performance
Learn more: ProtoCRM NG
3) Production/operations without “blind spots”
For companies with production or project execution, having a clear view of costs, time and inventory reduces mistakes and improves control.
Checklist
- Real visibility into cost, production flow, time, and inventory levels
- Fewer manual entries and errors
- ERP integration for a single source of truth
Learn more:
4) Mobile-first work: inventory counts/movements/tasks from your phone
When tasks are performed where they happen, the business gains speed, traceability, and fewer duplicate entries.
Checklist
- Stock counts and movements without delays
- Roles/permissions, control and traceability
- Less paperwork and fewer duplicate records
Learn more: ProtoMobile CRM
5) Data & dashboards: decisions with Power BI, not “intuition”
“What happened” must become a clear view of “what we do next.” With the right dashboards, you see KPIs in real time and stop relying on scattered reports.
Checklist
- One unified KPI dashboard (sales, profit, inventory, collections)
- Automated data refresh
- Reports by department, role and objective
Learn more: Power BI
6) Automation & AI: save time with Power Platform & Copilot
Automations reduce delays and process bottlenecks, while AI helps teams work faster across email, documents and summaries.
Checklist
- Approvals, requests, notifications, process orchestration
- Mini apps for departments (without heavy development)
- Productivity support with AI for email/documents/summaries
Learn more:
7) Infrastructure & support: cloud, security, networks, business continuity
No matter how strong your systems are, without solid infrastructure and day-to-day support you’ll face downtime, security risks, and operational blind spots.
Checklist
- Cloud servers / backup / business continuity
- Secure access, device security and data protection
- One partner for daily support and continuous improvement
Learn more:
What you should do now (to start the year right)
- Pick 2–3 areas from the checklist above that hurt the most.
- Ask for a short audit/discussion so we can identify quick wins within 30–60 days.
- If you need custom adaptations or a new application, we design and implement it based on your real processes.
Getting your systems in order is not just an “IT project” — it’s an investment you feel immediately: fewer mistakes, faster processes, better visibility across sales/inventory/costs, and decisions based on real data.
If you want to start in a practical way, choose 2–3 items from the checklist (ERP, CRM, production, mobile, BI, automations, infrastructure/security) and request a short audit/discussion. Within 30–60 days, we can propose quick wins and a clear implementation plan aligned with how you actually work.
Contact us: Protogramma Informatics — Contact
