1. Understand the problem(s) you need to solve

Migrating to a digital platform or changing providers is a decision that isn’t made on a whim. There has to be a driving force behind the change.

Here are a few common ones we hear about:

working across multiple spreadsheets and paper files
fractured communication between the field and office
data handling, sharing and version control issues
existing software is outdated or not fit for purpose
delayed reporting
lack of oversight over the entire business
manual invoicing delays.

Do any of these common issues resonate with your team?

By being clear on the problem(s) you need to solve, you’ll be better placed to move into the next step without being distracted by flashy features or tempting price points.

It could be the best-looking software package on the planet, but if it doesn’t solve the problems you need to solve, you’ll be back at step one again a few months down the track (minus the time and money spent trying to make it work!).

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2. Explore the different types of software for drilling

There are only so many hours in a day, so taking a targeted approach to deciding which demos to book will help you maximise your return on (time) investment.

You might be thinking, ‘ok sure, but how do we figure out which demos to actually book?’

Great question!

There are two parts to the answer: knowing the types of software available and then understanding the choices available to you within that type. This sounds like a big task, but don’t worry - the drilling software market is fairly small, and we’ll cover the basics right here, right now.

The first thing you need to know? Not all drilling software is made the same. There are a few different types to choose from, and sometimes it can be hard to tell what you’ll actually get, even after looking at a bunch of software websites.

At a high level, there are three main options on the market:

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Digital plods/digital forms

A digital plod solution helps you to digitise your daily drill reports (plods), and usually provides you with access to some basic reporting tools.

Digital operations platforms

A digital operations platform is a type of software that brings in all aspects of your operations into a single workspace. This can look like digital plods/forms, invoicing, reporting, contract, equipment and/or personnel management, depending on the provider.

Custom or build your own

A custom solution involves using a software contractor to build your own product from the ground up. Alternatively, you could do this in-house and build your own using a range of software and connect them up yourself using a combination of manual and automated connections.

The best type for you will depend on the problems you’re looking to solve, but also other factors like your budget or how often you’re drilling, amongst others.

We wrote an article comparing each type of drilling software and the pros and cons of each if you’d like to take a deeper dive into this topic.

Now that you know a bit more about the types of drilling software, it’s time to look for a product that matches your needs within that type.

After scanning this article, you should have a reasonable idea of which products you’ll want to dive deeper into with a demo. And you would have done it all in around 30 minutes, rather than hours and hours of research time!

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3. Create your game plan

So, you’re clear on your problems to solve, reviewed the market and decided which demo(s) to book and which to skip. You’re on the home stretch!

If you want to make the most of your demo time and walk away with the information you need, you don’t want to miss this final step: preparing a winning game plan.

Have you ever been grocery shopping without a list, only to walk out with a bunch of stuff except for the one thing you went there to get? Software demos are kind of the same.

It’s easy to get accidentally sidetracked when you’re looking at a product for the first time. A nice interface or cool feature (like a new flavour of chocolate bar) can easily distract you from the problems you need to solve (the vegetables you were supposed to get for tonight’s stir fry).

In the grand scheme of things, 30-60 minutes is not a lot of time to review a product that your team might use every day for the foreseeable future. So, it’s essential to go into the meeting with a clear plan to extract the critical information you’ll need to make your decision.

What to put in your game plan

What questions need to go on your software grocery list, you might ask? Well, it depends on the specifics of your business and what you’re looking for overall.

That’s why we’ve created a free downloadable guide listing the seven key questions you need to ask at a demo before signing on the dotted line, and how to personalise these questions to suit your business.

So, if you’re ready to cut to the chase and create a game plan for your next drilling SaaS demo or sales call, download the guide now and take it with you to your next demo.

Download the checklist here

3 things every Drilling Manager needs to know before booking a software demo [+free guide]

Download the checklist here

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