So you made the decision to adopt a Professional Services Automation (PSA) solution for your organization? Great choice! But the work is not over. Once you’ve decided which PSA tool is right for your business, you now need to approach the implementation process strategically in order to unlock the full potential of the solution. That strategy must include processes and practices that will encourage employee adoption of the solution, since a tool is only as powerful as the people who wield it.
Here are three strategies to ensure that the people who will use your PSA solution are not only excited about the new tool and eager to make use of it, but will also be equipped with the knowledge and training they require in order to use it wisely and maximize your investment into the product:
Get buy-in from your team early by outlining the benefits of adopting the new solution
In order to achieve wide-spread adoption and support of the new solution, getting employee buy-in right from the start of the process is key. Clearly identify and outline for your team the reasons why your organization is investing in this solution and how its functionality will be of benefit to them and help solve problems or challenges they currently face.
Be sure to establish and share the business benefits you are expecting to achieve after go-live. This can include benefits such as achieving scalability, reducing overhead, or increasing business predictability.
Allow your team an opportunity to describe current challenges they face specific to their individual departments, and explain to them how they can use the new solution to help them overcome those challenges.
Start by training a few select people on your team, and make sure you have representation from every department that will ultimately use the solution
Approach your implementation with a select team of employees that are excited to try out the new solution and that represent different stakeholders in your organization.
A PSA implementation team that includes stakeholders from only the services team, for example, will miss critical requirements from sales, resourcing and the back office, which will slow down adoption across the organization. If you run a consulting organization, involving someone who understands the needs of your consultants in the project planning will go a long way to ensuring consultants will use the tool when it goes live. Take time to understand who will actually be utilizing the tool and include representatives from those different areas of the organization in the actual implementation process so any potential challenges can be raised in a proactive manner.
Encourage feedback and check-in regularly with your team to address concerns
Once you’ve gone live with the solution, don’t just sit back and hope that your employees are adopting the tool to its full capacity. Schedule monthly check-ins where you sit down with various departments and ask questions about how they’re using the tool, where it’s benefiting them most, where it isn’t solving their challenges, how it could be used better, areas where they could use some additional training, etc.
Doing so will encourage your employees to test new features of the tool and find new ways to use it, and they will trust that their feedback is being taken seriously and that the organization is interested in helping make their jobs easier by maximizing the effectiveness of the solution.