Precursive Pillars

IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE

WHAT ARE IMPLEMENTATION SERVICES?

Implementation, and similar onboarding services typically to the SaaS industry or their IT consulting partners, describes the adoption and integration of a software application or tool into an established business workflow. These processes can often be complex and require preliminary assessments of budget, business needs, and goals. Once an organization has a SaaS implementation plan in place for the new software, the implementation process can begin.

BEST PRACTICES FOR ENCOURAGING SUCCESSFUL IMPLEMENTATION

To avoid financial implications of delayed implementation:

PLAN EARLY

Create desire for the implementation plan as early as possible. If you don’t build that need from during the sales cycle, the client spark will fade.

BUILD ALIGNMENT

Clarify the client’s main points, business needs and requirements, and set a clear project scope. Creating an atmosphere of collaboration with the customer will feed success for the entire process.

INCENTIVISE THE CLIENT

Typically the customer needs to do some work, so provide incentive. Create an implementation plan relative to a client’s schedule, language and goals.

SOLID COMMUNICATION PLAN

During implementation don’t create long periods of silence between you and your client; create a communication plan that includes regular check-ins.

WHY IS IMPLEMENTATION IMPORTANT?

The implementation process plays arguably the most important role in the software development process. For starters, it is crucial for client enablement that a project continues to move forward. It can be easy for a project to slow down due to poor planning or execution, resulting in various setbacks and internal delays. A detailed implementation process leaves no questions surrounding who is responsible for which task, and the relevant deadlines are accessible to all, with a clearly defined goal from the very start.

Along with communicating goals, a good implementation strategy sets clear priorities, which are typically based on due dates, financial constraints, or employee needs. Deadlines ensure the success of an implementation with realistic due dates, but an organization must be providing its staff with clear steps and resources to guarantee success.

"With Precursive, we were able to get ahead of capacity and resource requirements before they ever became unmanageable. Precursive OBX would benefit the large majority of SaaS businesses once they have the ability to focus and invest time into their implementation process."

PATSNAP CAN NOW COLLABORATE ON PROJECTS & TASKS WITH CUSTOMERS PROVING A 30% INCREASE IN PRODUCTIVITY PER PERSON.

Emily Kuske.

Director Professional Services | Patsnap

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PRECURSIVE MAKES IMPLEMENTATIONS EASY

Customer success starts with customer onboarding. You can build project plans for implementation projects that reduce delays and improve time-to-value. Precursive’s Implementation Delivery Playbooks help you to maximize time-to-value. Onboarding plans are created based on activity within Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria within Salesforce.

IMPLEMENTATION TEMPLATES

Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.