How to switch to a new proofing tool

You are here because you’ve realized that your old proofing software is not giving you the kind of support you are looking for.

You’ve also most likely gone through all possible alternatives and have decided it’s time to switch to a new proofing tool.

The biggest next step for you is to on-board your team and we want to make it easy for you.

  • Step 1: Introduce the Tool
  • Step 2: Answer the question, “What’s in it for me?”
  • Step 3: How does it affect your company?

Let’s get straight to the point. If you are accustomed to using a particular software in your daily work, it is hard to change. So there will be a lot of apprehension going around within the team. Some may be skeptical about what’s in it for them, or how the new tool will be the best choice and how will this change benefit the company.

Step 1: Schedule a Demo

Schedule a meeting with your team to introduce the new tool. Invite everyone to sign up for it and test the tool for a few days and also invite questions and concerns regarding the switch.

For instance, at GoVisually we have a video conference with Screen Share options using Zoom so that all of us are at the same place regarding any new software we use on a daily basis.

Also keep checking on your team about any issues they might be having with the new tool.

Step 2: Answer the question, “What’s in it for me?”

Often times employees are hesitant to try out new tools not out of laziness, but out of apprehension. How will this new tool help them in their work and what’s in it for them are good questions to answer for them.

At GoVisually, when we start using a new tool, we always try to answer these 3 areas:

  1. Productivity: Does the new tool save us time or money?
  2. Constant Learning: In our team, we yearn to constantly change and progress. We believe change management helps us in our careers as adopting new things is something we cannot avoid.
  3. Positive Difference: Is the new tool better than what was used before and will there be a positive difference in the team from switching? For this, we always list the pain we had and how the new tools helps us. Or we look at features that are new and were not there before in our old software.

Apply these questions to your new proofing tool to see if it will answer these questions positively.

At GoVisually, we hear on a daily basis the pain points related to messy and long email chains for design and proofing. And this is one of the reasons why many customers don’t even wait for the free trial period to end, to subscribe and become our loyal fans.

Step 3: How does it affect your company?

Design historically has been a way of thinking. Deep and powerful thinking bring about revolutionary changes in any company. Communication your thought process, your concept and your design to your team members and clients is the ultimate backbone of your business. So an exceptional design proofing software is incredibly valuable to any business in this age of electronic collaboration.

In short,

A better design proofing experience for your clients= Happy Clients= More Business= More Revenue for the company.


Switching to a new design proofing software need not be a pain, it can be carried out seamlessly by pure planning. Figure out the needs of your team, your business and other stakeholders to gradually decide the best software for your organisation.

We hope you can give Govisually a try.

Kiran Kumar

Kiran Kumar

Hello, I'm Kiran, co-founder at GoVisually. My mission is to help creative teams deliver their best work.
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