We often hear the scariest thing about switching to software is the implementation process. It can seem like a pretty daunting task, not only are you learning a new system and process but you're also having to transfer all your data. From afar this type of transition can seem extremely difficult to surmount, but after thousands of successful users implemented we think we have found the keys to make sure the transition runs smoothly. This takes commitment from both parties, read below to find out more!
- Standard guided Process. This pretty much means you are not going to be thrown to the wolves. You should be able to see the entire implementation plan prior to starting. This allows you to be prepared for meetings, track your progress, and see the light at the end of the tunnel.
- Designated implementation specialist. The software you choose for your business should provide a designated implementation specialist. This person will not have to be refreshed at any training sessions and will know what you need from the system. You should never be tossed back and forth during this process.
- Configurable Product. Very flexible product that can be configured to match a variety of industry best practices. This allows you to spend more time using the software instead of learning entirely new processes.
- Great resources. For do-it-yourselfers, it is so important for the software to provide training resources for you to use between training sessions. Things like webinars and help center articles.
- Good understanding of current process. In order to have a smooth transition to a software it's very helpful for you to be able to thoroughly communicate the way you operate right now so that it can be translated into the system. Spend a little time prior to the first implementation session to review this.
- Project Champion. This is the person within your business who takes on the burden of ensuring everyone involved is on board and behind the ultimate success of the project. This will be the main point of contact for the software as well. From our experience, we see the most success from implementations with a project champion.
- Buy-in. The entire company should be on board. If people are not committed to learning and using the software the implementation will likely be unsuccessful.
While the transition to software can seem like a big one, if you consider what was mentioned above we are sure it can be successful! At SingleOps we are so proud of our incredible implementation team. They work so hard to ensure each company has a successful and smooth transition, and it does not go unnoticed!