Checklist for the implementation of new processes and systems in the company

After implementing dozens of different systems and analytics tools for our clients, we came to the conclusion that the most challenging and risky stage is the implementation stage. Technically, it is relatively easy to set up the collection of specific data. Yes, there are nuances, but they are all solvable. But without a high-quality implementation stage, all the work will be in vain; since the system will not be used, and as a result, you will throw money down the drain.

Tip 1. Implement new processes gradually

Divide the implementation into multiple steps. Each of them must have:

1. Goal. Understanding why you are implementing it, how you can use the system;

2. The person who is responsible for fulfilling this goal; This employee must track the timing, quality, and the very fact of implementation, help in the realization of the project;

3. The term for implementation;

4. Concrete and clear result.

Tip 2. Train people

1. Create a simple, straightforward process description;

2. It is better if it’s short; and even more useful is the use of examples, diagrams, pictures;

3. Analyze the most common and debatable situations.

Tip 3. Be credible

People have to trust the process, the system. For this:

1. Set goals for implementation.

2. Find benefits for people.

3. Work through their concerns and fears.

4. Don’t scold. Just help to not to repeat mistakes.

Tip 4. Distribute the responsibilities correctly

Implementation of the process is additional work.

In order for the implementation to be of high quality, it is necessary:

1. Analyze the current workload of employees.

2. Help prioritize tasks based on the implementation of the new process.

Tip 5. Collect feedback

Only your employees know all the nuances of work; listen to them:

1. Collect both positive and negative reviews (you can do this anonymously).

2. Create a focus group with representatives from different departments.

In general, that’s all. Follow these guidelines and the implementation of new processes in the company will be much easier.