Uploaded by becky.burden

Implementation Summit 2023

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Implementation Team 2023
Implementation Outline
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Streamline Kick Off, Training, Go Live and Graduation
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Transition from Sales
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Transition to MIS/W2P
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Transition to Support Team
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Discover Time to Value (TTV)
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Effective Project Management
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Project Life Cycle (Teamwork defined)
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Initiation
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Planning
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Execution
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Monitoring/Control
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Closure
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SMART Goals (Teamwork defined)
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Specific
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Measurable
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Achievable
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Relevant
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Time-Bound
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Risk Management and Impact on Project Outcome
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Missed deadlines
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Disengagement
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Not clicking
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Others??
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Software Implementation Process
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Challenges of Implementation
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Internal Training
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Understanding the industry
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Understanding Customers needs/current
system
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Others??
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Importance of Champion
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Can they drive change?
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Do they understand their current workflow?
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Is their plate already full?
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Retrospectives and Feedback loops
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Internal review of project
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Customer feedback
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Continuing Education (CE’s)
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What can we offer regularly?
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Case Studies
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What went well?
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What could have gone better?
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Lessons learned?
Streamline
Kick Off → Training → Go Live → Graduation
● Transition from Sales
● Transition to MIS/W2P
● Transition to Support
● Discover Time to Value (TTV)
Project Life Cycle
● Initiation
● Planning
● Execution
● Monitoring/Control
● Closure
SMART Goals
●
●
●
●
●
Specific: Develop a new e-commerce website.
○ Details → Involves configuring the system to your company’s
needs, migrating data from existing system, train all staff
Measurable: Increase online sales by 20% compared to the previous
year and improve visibility/workflow of orders.
○ Details →Monitor stats via sales reporting and gauge user
satisfaction, ease of use.
Achievable: Training 100% of the end-users on new software features
before go-live date.
○ Details → Involves training all employees, creating SOP’s and video tutorials.
Relevant: Reduce customer emails/manual entry of orders by 25% within the first six months of
implementation.
○ Details →Deduce redundant processes, make data entry more streamlined, uniform work orders.
Time-bound: Launch the new website within 9 months.
○ Details →The project will consist of various phases of planning, development and testing, each with
its own set of internal milestones and deadlines.
Risk Management
●
●
●
●
Missed deadlines
Disengagement
Not clicking
Others??
Impact on Project Outcome
Software Implementation Process
Challenges of Implementation
■
■
■
■
Internal Training
Understanding the industry
Understanding Customers needs/current system
Others??
Importance of Champion
■
■
■
Can they drive change?
Do they understand their current workflow?
Is their plate already full?
Software Implementation Process
Retrospectives and Feedback Loops
● Internal review of project
● Customer feedback
Continuing Education (CE’s)
● What can we offer regularly?
Case Studies
●
●
●
What went well?
What could have gone better?
Lessons learned?
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