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.
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.