{"id":3630,"date":"2018-11-21T08:15:00","date_gmt":"2018-11-21T13:15:00","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=3630"},"modified":"2026-01-05T08:52:10","modified_gmt":"2026-01-05T13:52:10","slug":"selecting-the-right-app-heather-satterley-at-quickbooks-connect","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/selecting-the-right-app-heather-satterley-at-quickbooks-connect\/","title":{"rendered":"Selecting the Right App: Heather Satterley at QuickBooks Connect"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">It\u2019s been eight years since Apple received the trademark for their oft-quoted \u201cThere\u2019s an app for that\u201d slogan. And with each passing year, the line rings truer. With thousands of apps available, no business woe is too small or too obscure to be resolved by technology. The only question is \u2014 how do you identify the perfect app for you?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">That\u2019s where <a href=\"https:\/\/twitter.com\/HSatterley\">Heather Satterley<\/a> comes in. As the founder of <a href=\"https:\/\/satterleyconsulting.com\/\">Satterley Training &amp; Consulting<\/a>, an Advanced Certified ProAdvisor, and a Zapier Certified Expert, Satterley is a master of finding the right app for any business. And at QuickBooks Connect, she was excited to share her tried-and-true methods with attendees.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/method@qbc2018_day3-heathersatterley04.jpg\" alt=\"\" class=\"wp-image-4107 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/450;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Of course, there is no \u201cright\u201d app for <em>every<\/em> business \u2014 it\u2019s all about choosing the right app for your client based on their unique needs. To that end, Satterley structured her talk around the imaginary Phineas Designs: a small design firm that is growing rapidly and is struggling to develop an efficient process for predicting cash flow.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-1-needs-analysis\"><strong>Step 1: Needs Analysis<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Before you can begin trying to solve your client\u2019s problem, you need to understand it. That means documenting absolutely everything about their current process.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cThe more information you have about a situation, the better your outcome will be,\u201d advised Satterley.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Consider each step in the client\u2019s current workflow: Who does it? What tools do they use? How long does it take? Flowchart apps are handy for mapping out this information; Satterley recommends SmartDraw or Visio by Microsoft. Or, if you prefer an old-school approach, grab a stack of sticky notes and visualize the workflow on your wall. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Examining each step in detail helps you identify where the pain points are. In Phineas\u2019s case, exporting data from QuickBooks and pasting it into a cash flow spreadsheet creates a bottleneck, as the process is overly manual and highly error-prone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If possible, quantify the labor, material and software costs associated with the current process. \u201cThis is a really important step that I think a lot of us overlook,\u201d noted Satterley. In doing so, you\u2019ll be able to assess cost savings when you start looking at app solutions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you\u2019ve identified the client\u2019s problem, it\u2019s time to start thinking about their ideal solution. (\u201cThis is the fun part!\u201d) Work with your client to determine what their \u201cmust-have\u201d features are, as well as their \u201cnice-to-have\u201d features. For Phineas, some must-haves in a cash flow app include automatic updates based on QuickBooks data, support for multiple \u201cwhat if\u201d scenarios, and the ability to add multiple users.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/method@qbc2018_day3-heathersatterley10.jpg\" alt=\"\" class=\"wp-image-4111 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/450;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Remember that this should be a collaborative discussion between you and the client: \u201cYou bring your expertise about QuickBooks and accounting to the conversation, and your client brings their pain points.\u201d<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-2-research-solutions\"><strong>Step 2: Research Solutions<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Now that you know what you want in an app, it\u2019s time to go out and find it. The <a href=\"https:\/\/apps.intuit.com\/app\/apps\/home\">Intuit app store<\/a> is your home base; try browsing apps by category or searching for specific keywords. For instance, since Phineas wants a cash flow app that can support multiple scenarios, you might try searching for \u201ccash flow scenarios\u201d to narrow down your choices. Said Satterley, \u201cThis is a trick that a lot of ProAdvisors don\u2019t realize they can use.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">However, don\u2019t feel that you have to limit your search to the app store! Leveraging your professional network is another great way to identify vetted apps. And there\u2019s nothing wrong with a good old-fashioned Google search. In each case, peruse each app\u2019s website and reach out to the vendors to get as much information as possible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Now, you may be wondering how on earth you\u2019re supposed to keep track of all of these potential apps. Luckily, Satterley has created an app evaluation worksheet that is available for download on her <a href=\"https:\/\/satterleyconsulting.com\/resources\/\">website<\/a>. This tool allows you to list out your client\u2019s desired features, record which apps contain which features, and score each app based on this data.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/method@qbc2018_day3-heathersatterley20.jpg\" alt=\"\" class=\"wp-image-4110 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/450;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s important to note that the client is <em>not<\/em> involved in this research stage. Said Satterley, \u201cThis is my consulting work and I charge for this. And you should too.\u201d<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-3-evaluation-and-testing\"><strong>Step 3: Evaluation and Testing<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">At the end of the research process, select the two or three apps with the highest scores to test. These should ideally be the apps that contain all of the client\u2019s must-haves, along with several of their nice-to-haves. Also consider which apps the client can afford, as there is little sense in testing something that\u2019s far outside their price range. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Even if none of the apps seem like a perfect fit yet, do your best to pick the strongest contenders: \u201cUse your discretion, because you\u2019re the expert,\u201d said Satterley. You may also need to ask your client to reconsider the importance of each feature on their list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At this point, it\u2019s time to test some apps! Whenever possible, set up testing environments using QuickBooks sample companies rather than using a live company. You\u2019ll also want to communicate with the app vendors to ensure that all your questions get answered. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Pay close attention to the ease of implementation and use for each app, as well as the quality of support from the vendor. After all, these factors will heavily influence whether your client actually adopts the app. Include scores for these factors in your app evaluation worksheet along with the apps\u2019 feature scores.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Remember, this isn\u2019t meant to be a generic assessment of each app; it\u2019s a very specific evaluation. \u201cAll the time, we\u2019re thinking about Phineas \u2014 is this going to be a good fit for him?\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/11\/method@qbc2018_day3-heathersatterley22.jpg\" alt=\"\" class=\"wp-image-4112 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/450;\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-step-4-selling-the-solution\"><strong>Step 4: Selling the Solution<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ve done the research and the tests \u2014 now it\u2019s time to make a decision. Review your scores and reevaluate your weighting if necessary, then tally up the total score for each app. In Phineas\u2019s case, Float and Cash Flow Frog came out far ahead of DryRun. (\u201cBut no offense to DryRun; they\u2019re still a great app!\u201d) At this point, you\u2019ll want to demo the top contenders to your client before making the final call.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you\u2019ve picked a winner, it still may take some effort to truly sell the solution. Focus on highlighting the app\u2019s benefits and quantifying the cost savings for your client. And be mindful of the fact that change is rarely easy: in fact, \u201cit\u2019s usually the person doing the existing process who doesn\u2019t want to change,\u201d Satterley noted.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Don&#8217;t be discouraged if your client doesn&#8217;t end up committing to the app you&#8217;ve chosen. In an ideal world, every app you select would turn out to be the miracle cure for the client\u2019s problems. In reality, learning curves are steep, clients\u2019 needs change, and you can\u2019t always test every aspect of an app during a free trial. Nevertheless, each evaluation cycle strengthens your consulting skills.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cDo you get it right every time? Of course not \u2014 it\u2019s a learning process. But the more you do it, the better you\u2019ll get at it.\u201d<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><em> Want more #QBConnect content? Check out our full coverage of\u00a0<a href=\"https:\/\/www.method.me\/blog\/tag\/quickbooks-connect-san-jose-2018\/\">QuickBooks Connect San Jose 2026<\/a>!<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s been eight years since Apple received the trademark for their oft-quoted \u201cThere\u2019s an app for that\u201d slogan. And with each passing year, the line rings truer. With thousands of apps available, no business woe is too small or too obscure to be resolved by technology. The only question is \u2014 how do you identify [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":6355,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[200],"tags":[201],"class_list":["post-3630","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-quickbooks-connect","tag-quickbooks-connect-san-jose-2018"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Select Apps For Clients: Tips from Heather Satterley &#8212; Method<\/title>\n<meta name=\"description\" content=\"There are apps to suit every business, but which app is right for yours? 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