Implementing a new workforce management system requires careful planning, design, building, testing, and deployment to ensure success and maximize return on investment. Key steps include understanding business needs, choosing a solution designed for quick implementation and high adoption, and optimizing existing processes. A methodology focusing on these areas through planning, design, building, testing, and deployment phases helps deliver the greatest ROI as quickly as possible.
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Best Practices - Project Management & Implementation
2. 2The Implementation ProcessMost organizations do not realize the importance of the implementation processA successful implementation can determine:The effectiveness of a system How soon the enterprise will see a ROIKey to successfully implementing a WFM system is to understand the business.
3. 3Choosing Your SolutionLook for solutions that are designed toShorten implementation cyclesDeliver high end user adoption ratesFocus on optimizing business processesBuild on proven best practicesAchieve the greatest ROI as quickly as possible
5. Project initiation, introducing the project team, preparing the designBrings alignment and provides clarity on overall project goals and success criteria Prepares customer to effectively participate in project5Planning
6. Focused on optimizing customer’s business processesDesigning workflow, designing configuration, determining training strategy, determine testing strategy, solution acceptance and final planning6Design
7. Installing hardware and software, finalizing the test plan, unit testing, customer training, testing and preparationHave experienced and accredited system consultantsImplementation directly related to ROI Efficiency is key7Building
8. Integration testing and parallel testingTesting should be supported by test cases developed during the design phaseEnsures that by the time parallel testing is conducted, the system performs as expected8Testing
9. Deployment strategy executed to move into production environmentOnce live, customer care professionals introduced for ongoing support9Deployment
10. When adopting a new system, training is critical Analyze existing processes and roles to create specific role trainingDifferent training programs for different areas of company depending on end user10Post-Implementation
11. WFM solutions are not one size fits allSolutions needs to be specific for organizational needsChose vendor who can quickly and efficiently implement technology in a way that best suits your company and optimizes the value of the dollars invested.11Summary