The previous post explored selection, now let’s look at implementation!
Solution Onboarding: It is likely that you and your customer invested significantly in the process of implementation. It’s another, different expedition:
- Assembling the implementation team
- Implementation kickoff, strategy and planning meetings, and assignment of resources
- Identification of Value Realization Events
- Pre-installation or implementation assessment
- Installation, as necessary
- Administrator training
- Customization meetings to determine and agree upon fields, configuration and profile parameters, dashboard layouts, processes, rules, approvals pathways, alert thresholds, etc.
- Data migration; data loading; QC
- Implementation of configuration, profiles, processes, rules, alerts, dashboards, etc.
- Interoperability testing with the customer’s existing software and communication with those vendors
- Pre-rollout QC
- User training
- Go Live and initial rollout
- Tuning and changes as needed
- Broader rollout
- Internal progress reviews and updates
- Old system shutdown and removal (and termination of license agreements with the old vendor, as necessary, by Legal, Purchasing, and Accounting)
- Periodic internal progress meetings
- Periodic meetings with your Customer Success/Account Management team
Again, there was a terrific investment in time, people and money to bring your solution aboard, similar to staging an expedition into the Himalayas. It was an enormous effort, including numerous side-trips, solving problems with supplies and provisions, unanticipated challenges, injuries and other difficulties.
Most customers really don’t want to go through that effort again, particularly in the short term!
Resources:
Part 1:
The Incredible Value of Value Realization Events
https://greatdemo.com/the-incredible-value-of-value-realization-events/
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