5 Steps to a Successful Workforce Management Software Implementation

Robust workforce management software improves productivity, efficiency, and profits once it is in place. As with any change, however, there is a transition period between knowing your organization needs a change and actually figuring out and implementing the switch.

These five steps to a successful workforce management software rollout will ensure that your goals are at the forefront and will make the most of what could otherwise be a tumultuous time at any organization.
Step one: Analysis

To make an effective switch, you need to understand the ins and outs of your current system and identify any current bottlenecks and disadvantages. A thorough analysis will reveal the workings of your processes, existing software, and ideally, the long-term vision of your company. By look-ing at how your existing software and systems stack up to your ideal long-term goals, you can see the gaps and determine how to use new staffing software to improve what you already have in place.

Step two: Choose Your Techonology

Now that your analysis has paved the way for a plan going forward, use that information to choose the right technology to fill in those identified gaps and improve your system. The technology you choose should fit into the long-term goals you have identified. When you know what software you’re using, you can move onto the next step.

Step three: Make a Plan

To get from your existing system (if you have one) to your new workforce management software rollout, you have to plan the migration. There are a lot of things to consider: data transfer, parallel testing, find-ing the end-points of connected systems, and rolling out the different integrations and functionali-ties. You can then arrange a timeline that suits your needs, paying attention to any peak volumes or special events that should be avoided in the rollout.

Step four: Launch Strategy

Here’s where more people have to get on board With the launch strategy, you are detailing and un-dertaking training of internal users and providing the right documentation and instructions to end users. Communication is key at this critical juncture, and you should take on a tone of excitement and confidence, explaining why you are making the change and how it will benefit everyone from employees to end users and clients – and ultimately, the company as a whole.

Step five: Support

It’s time to roll out! Supporting your workforce in the field and internal office users is critical. Even with a good plan in place there can always be bumps in the road, so be prepared to offer con-fident guidance and solutions to any issues or questions encountered.

NextCrew’s workforce management software is easy to implement, especially with the support of our expert team.
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