1. Implementation Strategies to Help Improve Systems Rollout Diana Cox, IT Services University of California Center of Excellence for Enterprise Risk Management Technology

2. Objective Provide you with ideas and tools to help improve user adoption or the implementation process

3. About IT Services Systemwide development for EH&S and ERM Full-Service Agile IT Shop – Development Teams Scrum Master, QA, BA and Developers – System Administrators – Communications, Design, eLearning Team – Service Desk

4. Experience with Software Implementations Deployed 12 systems in 18 month span systemwide Many lessons learned from each system rollout Focused on continuous development, deployment and improvement

7. Implementation Basics Implementation starts when you begin developing your application No two implementations will ever go the same The best built software can fail if proper attention is not paid to the implementation Implementing software requires a close and complex partnership between IT and the business users

8. Top Ten Strategies and Tips for Smoother Implementations Counting down from 10…

9. Engage Users Early and Often  Do not start a project unless you have a dedicated Product Owner/Champion  If a project is truly high priority then the resources from the business side should reflect this  Involve stakeholders in weekly reviews and incorporate some of their feedback into the software  If involvement declines, get people excited again

10. Work towards a Common User Experience  The more similar each module is, the less there is to relearn  Efficiencies can be achieved faster  If you are working on the first of many modules, plan for the future and start with a good foundation for the user experience

11. Provide Flexibility in the Application  Avoid customizations  The campuses don’t interpret regulations the same or follow the same business practices  i.e. Safety Inspection Tool:  Can we have a flexible set of inspection questions?  Can they be inspector based and also let a PI self-inspect?  Can we inspect by building, floor, or PI?

12. Training, Training, Training  Train the administrators first  Train the Trainer  Train users  Make training easy to access and succinct  Provide many different methods  Videos  In-person training  Webinars (here they are your friend)  User guides/Cheat sheets

13. Provide Implementation Kits  Kits are intended to help the Admins of the system rollout the system to their customers  Removes the stress of developing communication materials  Includes:  System access information  Descriptive Infographic  User guides  Promotional fliers  Email Text  Website text  Training documents

14. Have a Single Point of Contact for Issues  Customers/clients need to be able to talk to a person immediately if there is an issue  Resolving issues quickly is critical  Have a process to deal with defects vs. enhancement requests and communicate how each will be handled with the customer  Over time, the help desk gains knowledge on how improve the system

15. When possible, Integrate with Existing Systems  The goal of software is to increase user efficiency  The less duplicative data the customer has to enter, the better the experience  Being able to view, add or remove data in only one system adds value  Better data integrity, better reporting

16. Implement a System only if it brings Value to the Customer  Without value you have nothing  Develop a 30 second elevator pitch for your software  Use non-technical language to explain the benefits to functional users  i.e. “It is a single page responsive app” vs “It can be used on any mobile device”  Ask yourself, are you passionate about what it does/automates?

17. Incentives Help – No/reduced cost to the campus – Free “stuff” if software is used – One-time import of existing data – High quality and complete data

18.  If the system isn’t well received, ask your customers why  Ask for honest feedback  Do not be defensive  Use that information to shape your future implementation strategy  Don’t be afraid to take risks  Try new unconventional ways to engage users  Your unhappy customers can become your best beta testers Admit Failure and Learn from it

19. If it is required for your user to adopt the system, never make them feel like that is the case!

20. Questions?