If you take a phased approach to implementation, you’ll be deciding which tasks to accomplish in each phase. There is no one right way. Much like training for a marathon, you want each phase to have visible wins for your team—both to ease the process pains as well as demonstrate the solution is working. In determining what each phase will include, you want to think about the uniqueness of your company, culture, organizational structure, and other corporate initiatives.
In deciding on phases, consider the following:
If your requirements include connecting data across systems, you will want to first assess where your company is in overall readiness for integrations and then develop a prioritized plan for your path to creating a digital product thread across your systems, processes, and teams. Use our Integration Readiness Calculator to assess your readiness and then use the integration best practices guide to inform your plan to connect systems, automate data flows, and give your teams what they need to get work done with less effort.
You want early and continuous wins. If we take the marathon metaphor, training for a marathon means building a base of smaller successful runs that condition you for the longer or harder parts of the plan. In enterprise software deployments, a sensible phased plan allows you to demonstrate success for the teams (particularly if you have any detractors) and build momentum. This may mean not selecting the biggest business need to solve first with the solution. Often the critical business needs are important because they are complex and can involve many people and more data.
Don’t put off deployment team education. While any user training you might need to do can wait, the deployment team needs onboarding as soon as possible to be effective.
Change is hard. You are deploying a software that will require change. Following these basics of communication will reduce confusion and risks.
An often-overlooked deployment planning activity is risk assessment. The purpose of risk assessment is to mitigate risks as much as possible. The team should proactively discuss risks to project success overall as well as to individual tasks or milestones and then consider what steps should be taken to reduce or remove risks. Risk assessment steps should include:
Once your risk assessment is complete, include risk mitigation in project planning and communication as appropriate. Also be prepared to revisit risks as the project progresses.
✓ Determine your deployment approach
✓ Assemble the team and get educated
✓ Set up your communication plan
✓ Complete initial risk assessment