We will keep your Project on-time and on-budget

Software is just a tool.  Without proper planning, project management, and often change, software itself will not solve your business issues.  When you decide to select a software package it is easy to lose sight of that.

Planning, workflow, operations, system design

The longest and most important phase is the planning phase. During the planning phase, expectations are set, project champions and detractors are identified, the discovery process continues and workflow processes are developed.

Setting expectations is critical for success

This is the point in the process where everyone needs to understand what the software can and can’t do. Decisions on the features and modules that will be deployed are made & prioritized and the associated processes & procedures should be examined to ensure project success. As the vision of the software in use begins to come into focus, success criteria can be established. It is hard to hit a goal that isn’t established, so the question, “What does success look like?” should be clearly defined

The software implementation manager will outline a detailed project plan that begins with a kickoff meeting to explain the scope of work, project requirements, estimated time to complete the implementation, and establish project milestones.

Identifying project champions and detractors

Software implementations require change and some people respond better to change than others

As with almost all projects, there will be some that jump on board immediately and some that will do their best to be a roadblock.Identifying those from each group is an important part of the software implementation process. The champions will be the group that makes things happen. They will be the ones that do the work and will be the evangelists, working to convince the entire team that the future will be better following the implementation of the new software. From the champion group, finding one “super user” that can provide on site support after go live and positive support during the project can greatly assist as the implementation moves forward.And then, there’s the detractors. They’ll drag their feet. They’ll be the ones saying, “But, we’ve always done it this way.” They don’t like change and will let anyone that will listen know this is a bad idea. Hear them out, but don’t let them derail the project. Engage them in a part of the project that will provide them an early, small win. Hopefully, as the implementation continues, they’ll come around.

Additional discovery

While some level of discovery occurred during the software selection process, additional detailed information is required during the software implementation process. A thorough, detailed dive into the business details, uncovering samples of forms, reports, processes and special situations, enables a complete picture of the existing business situation to be developed and provides the information needed to determine where the software can improve daily functions throughout the business

How work will flow with the new software in place

Workflow development involves assessing the information gathered and determining how work should occur once the software has been implemented. Keeping it as simple is almost always better, with an eye on staffing and actual needs as the workflows are developed.
Once the new processes are mapped out, they should be tested in a sandbox or test environment. Flow charts with step-by-step lists will ensure details aren’t missed and can also be used during the training process later.
At the end of the planning phase, everyone should be on the same page, with a thorough understanding of how they are going to use the new software and everyone should be confident it’s going to work for them.