Critical Steps for Implementing a New Business Management Solution

team huddle looking at a report

Business management solutions have become a vital part of ensuring seamless operations or processes within your company. This is even more important if you’re starting a new business endeavor, and you need to guarantee workforce productivity and efficiency. By putting good management software in place, your people won’t waste their time performing tedious tasks, and you can focus on improving your company’s bottom line.

However, to ensure you’ll reap the benefits of the management software, having a solid implementation plan is necessary. Want to know how to have a successful implementation? Here’s how.

  1. Determine your maturity level

You can’t possibly implement a new management solution in your workforce if you don’t have a clear idea of your current maturity level. Regardless if you’re still in the early stage of work management, do not worry too much about how long the implementation could take. Instead, experts recommend focusing on your will approach it based on your maturity level. What processes will be affected? Are your employees open to learning the new platform?

  1. Work with your vendor

Seeking assistance from your vendor is vital to ensure smooth and proper implementation. Take note that the cost or extent of their support varies. Nevertheless, most reputable vendors would gladly offer their assistance. For example, if your company opted for a ServiceNow HR management solution, the vendor should know how to plan out the onboarding to life cycle management, two major aspects of HR.

You can also make it easier for your vendor to help you out by compiling all the relevant documents and details. This may include the list of day-to-day users, the features essential for meeting your company needs, and even how the stakeholders will be affected.

  1. Assign an implementation team
    people having a meeting

Apart from the help of your vendor, having a dedicated implementation team can make a big difference. The makeup of your team will greatly depend on the unique requirements of your company, as well as the scale of implementation. For better execution, you can start by determining the number of units utilizing the new software. Just be careful in having too many people involved.

You can begin with two small teams. One will work closely with the vendor and act as the new system’s administrator and another to lead the training of all the users. In case you’re a big company, you might need to have extended teams in addition to these two.

  1. Create solution tutorials

Considering the training phase for the new system, it’s best to focus on creating visual demonstrations of its relevant benefits or ease of use. Know which teams or departments will use the system and walk them through with a visual demo. Experts say that individuals can react easier or provide better feedback to something visual.

You can also create how-to documents, FAQs, rules, or restricting right as your guide for the final tutorials. Have a meeting with your teams to discuss the formats or templates you can use to best educate your employees.

  1. Onboard with bite-sized tasks

Speaking of training, keep in mind that using the new system can still be challenging for many employees despite receiving tutorials. If you’re in such a situation, let your staff members breathe by giving them small tasks within the system like participating in conversations or scheduling new projects. Starting with bite-sized tasks will help you overcome the resistance to change.

Limit your introduction to simple functions or features when dealing with employees that are less technical savvy. This can also help them build an increased confidence level before working on the complex part of the software.

  1. Be open to feedback


During the early phase of your implementation, expect that issues will arise. Observe, understand, and address the issues brought in by your people. Following the introduction of the new system, you can create an internal staff survey in the first three months to have a better insight. This will allow you to have a positive feedback loop or even receive suggestions from your employees. You can use a rating system for your simple survey. To better measure the success of the implementation, ask specific questions depending on your software or goals.

By following our implementation tips above, you can maximize the value of your new business management solution. Just keep in mind that besides these strategies, you also need to focus on maintaining your team’s communication and engagement. That way, you can increase the success of the implementation and reduce change resistance.

About the Author

Scroll to Top