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An EA’s guide: How to ask your boss for new technology

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Do you feel frustrated that your company doesn’t invest in software that would help streamline workflows and improve productivity? TROOP, the all-in-one meeting planning solution offers valuable insights into how to confidently ask your boss for new technology. This guide includes practical advice and a handy email template to help you present a compelling case for investment, so you can secure the tools you need to excel in your role.

Why you should ask for new technology

Incorporating new technology can help boost productivity, reduce waste and inefficiency, and help employees do their jobs better, faster, and more effectively. As an Executive Assistant (EA), you’re responsible for increasing productivity and efficiency in order to support broader company goals. Because of this, it’s important that you advocate for the resources you need to do your job well. That includes new tools and technology.

Here’s why asking for new technology is critical:

  • Boost Productivity: Modern tools streamline processes, eliminate redundant tasks, and free up your time for higher-value work.
  • Drive Cost Efficiency: While initial costs may seem high, the long-term savings often outweigh the investment, thanks to improved workflows and reduced errors.
  • Stay Competitive: Technology evolves rapidly. Incorporating new tools ensures your organisation adapts to market changes and maintains its edge.
  • Future-Proof Your Skills: Gaining proficiency with the latest tools not only improves your current performance but also strengthens your career prospects.

Overall, it’s important that you demonstrate initiative, innovation, and a commitment to driving positive change within your company. By proactively seeking out and recommending new tools and technologies that can solve problems you’re experiencing, you reinforce the fact that you are a valuable team member that is instrumental in driving operational excellence and achieving strategic objectives.

How to ask for new technology

When approaching your manager or decision-maker, it’s essential to focus on the broader value the technology will bring to the company. You should clearly articulate the specific, measurable benefits this new tool will provide to you and the organization to ensure approval.

Steps to take when making your request

  1. Connect the Technology to Business Goals:
    Show how the proposed tool aligns with your organisation’s strategic priorities, such as boosting productivity, improving customer satisfaction, or enhancing company culture. Highlight the measurable benefits the tool will deliver.
  2. Tailor Your Pitch:
    Understand your audience’s priorities. For example, if you’re presenting to a CFO, focus on ROI and cost-effectiveness. If speaking with an executive, emphasise how the tool supports broader business objectives.
  3. Show ROI with Data:
    Provide concrete examples, case studies, or data to illustrate the potential impact of the technology. Highlight cost savings, efficiency gains, or other quantifiable benefits.
  4. Frame It as a Company-Wide Benefit:
    Avoid framing the request as something solely for your own benefit. Instead, position the tool as a way to drive innovation, improve team efficiency, and meet strategic opportunities.

We know that as an Executive Assistant you are busy. To save you some time and effort, TROOP have  created an email template to make it easy to craft a compelling case for the technology you deserve.

Handling objections

Even with a well-prepared case, objections may arise. Here’s how to address them effectively:

  • Anticipate Concerns:
    Consider potential objections, such as cost, implementation challenges, or integration with existing systems. Prepare solutions to address these concerns in advance.
  • Gather Stakeholder Support:
    Engage other stakeholders, such as IT, HR, or other EAs, who might benefit from the tool. Their input and backing can strengthen your proposal and provide technical insights.
  • Request a Free Trial or Pilot:
    Many vendors offer free trials or pilot programmes. This approach allows you to demonstrate the tool’s value and feasibility before committing to a purchase, reducing perceived risk.

Final thoughts

Requesting new technology may feel daunting, especially if you’re new to a role or organisation. However, advocating for the resources you need is a vital part of delivering value in your role as an EA.

Do your research, build your case, prepare for objections, and identify allies for your request. Doing so will make a strong argument for why your request should be seriously considered and demonstrates your commitment to the continued success of your company.

 

For more great advice to help EAs in their careers, see PA Life columnist Adam Fidler’s latest articles.