SOFTWARE IMPLEMENTATION

Making code simple

There are a variety of factors to consider as you work to implement a new system. After exploring some vendors and choosing the best solution based on your decision criteria, it’s time to work on implementing the system.

SOFTWARE IMPLEMENTATION

Making code simple

There are a variety of factors to consider as you work to implement a new system. After exploring some vendors and choosing the best solution based on your decision criteria, it’s time to work on implementing the system.

New software implementation is a process,
and the benefits it provides over the long term
justify the commitment of time and resources.​

You’re investing money to gain efficiency. Taking advantage of the time to understand how a software system works and the features it has will help you use it to its full potential and make your trading operations earn the rewards.

10 STEPS TO
IMPLEMENTING
NEW SOFTWARE

Popular Client's Story:

“My business desperately needs
to improve how it sells, and that
means we need a helpdesk, a
CRM, or an ERP system, then the
team needs to be trained but we
don’t have the time or knowledge
to implement this.”

New software icon

1

UNDERSTAND
THE NEED

When starting the project, it is essential to understand the business need and why they choose to implement a software system in the business.

2

START
THE PROJECT

At the start of the project, the first thing to do is to establish a team that will support the implementation. Roles and responsibilities are defined, including those that may change as a result of the new system.

3

CONFIGURATE
THE SYSTEM

It is more common for the software to require adjustments to meet operational needs. It is necessary to allocate time to configure the system so that it integrates well with other existing systems or to transfer information from a previous system.

4

CONTINUE
THE PRINCIPLES OF CHANGE MANAGEMENT

Change can be very difficult for your team and, as a result, must be managed with care. From creating a vision and wishes in the team, implementing changes, ensuring that the leadership takes the initiative and finally ensuring that it is maintained.

5

TRAINING

Some companies choose to train a specific person who wants to become the SME subject matter expert. Others prefer that training is created for a small team, the entire area, and sometimes the entire business.

6

CONDUCT USER ACCEPTANCE
TESTING (UAT)

It is essential to ensure that everything works as expected. The software can have errors, that happens sometimes. Getting a small sample of data allows you to test the software to make sure it works as expected.

7

COORDINATE
CUT-OVER

Switching to a new system is not as simple as turning one on and one off. It is strongly recommended that a company keep the old system up and running for at least 3 months.

8

PLAN FOR
GOING LIVE

The implementation of new software should always be done in the quietest periods of the year. Companies should coordinate dates with software vendors or software developers to make sure they are available.

9

CELEBRATE AS AN IMPLEMENTATION
TEAM

The implementation of new software in your business may seem very similar to moving. The people who help you in that process should take time to celebrate and be rewarded for their accomplishments.

10

TRACK
AND MEASURE

It is essential to measure the effects before and after. Establish what will be measured to know that the implementation was successful.

We absolutely LOVE to talk to people that are passionate about making their ideas a reality. So send us a message and let us know what you have in mind.

Get in touch to discuss your digital transformation.

Let´s have a chat


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