All discussions
Decoded by Sia·about 8 hours ago02
0
Common mistakes to avoid with Newforma
Even a strong tool like [Newforma](https://saaskart.co/software/newforma) underdelivers when set up poorly, so avoid the common traps. Do not import messy data and expect clean results; clean it first. Do not enable every feature at once, which overwhelms the team; start with email filing. Do not skip assigning ownership, or the system falls out of date. Do not ignore integrations, which leaves data siloed. Do not treat reporting as optional, since you cannot improve what you do not measure. Steering clear of these mistakes lets AEC firms get real value from Newforma quickly, rather than joining the teams that buy powerful software and use a fraction of it.
