How long does it take to onboard new software? The answer will be tailored to each organization's specific needs. Here's a standard onboarding timeline that can be used as a framework for rolling out new software:
Onboarding new software is a crucial process that sets the foundation for successful adoption and usage. The timeline for onboarding can vary depending on the complexity of the software and the organization's specific needs. A standard onboarding timeline typically includes the following phases:
1. Project Management Phase
During the project management phase, the focus is on getting the new software up and running. This phase involves:
- Initial Planning: Define project scope, objectives, and timelines.
- System Configuration: Customize the software to meet the organization's specific requirements. The more customized the software, the longer this phase will take.
- Testing and Quality Assurance: Ensure that the software functions correctly and meets the organization's needs.
- User Acceptance Testing (UAT): Allow users to test the software to ensure it meets their requirements.
This phase typically lasts 2-6 months, but can go longer if the deployment is highly customized or if external factors impact installation (such as access to buildings, delayed construction, etc).
2. Onboarding Phase
The onboarding phase takes place after commissioning. It typically lasts for 3-6 months and includes:
- Training: Provide training to users on how to use the software effectively. This may include training sessions, workshops, and online resources.
- Rollout: Gradually roll out the software to different departments or teams, starting with pilot groups if applicable.
- Feedback Collection: Gather feedback from users to identify any issues or areas for improvement.
3. Ongoing Customer Success
After the initial onboarding phase, the focus shifts to ongoing customer success. This includes:
- Continued Support: Provide ongoing support to users to help them troubleshoot issues and make the most of the software.
- Enhancements and Updates: Keep the software up to date with regular enhancements and updates.
- Monitoring and Reporting: Monitor usage and performance metrics to identify any trends or areas for improvement.
- Engagement: Engage with users to gather feedback and ensure their ongoing satisfaction with the software.
- Work with your T1V Customer Success Manager to answer any questions, feedback, or concerns that arise.
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