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5 Tips for a Successful Software Adoption

Many software companies have a routine implementation process that has been developed over a number of years. These processes are a direct result of the successes and failures of past implementations, and while a solid process is important, what can make or break an implementation is you - the customer. Below, we’ve given five tips to help have a smooth transition into a new software that you and your team have complete control over.


1. Accept the Concept of Change

“This is how we used to do it.” “The old system did this.” We hear these two statements a lot when going through an implementation. There is a 100% chance there will be process differences and opportunities to streamline and yes, this change will be difficult, but to have a successful software adoption, you and your department MUST be open to change. There is a reason your company is undergoing this change and, especially if the process get challenging, it’s imperative that the department remembers what that reason is.

2. Choose the Right Project Lead

To manage this concept of change, the right project lead has to be put in place. The perfect project lead is someone who is going to take ownership, but feels comfortable delegating tasks and holds the team accountable. This person doesn’t have to be an executive, but can be anyone that can take the reins and make sure your deadlines are met.

3. Have Regular Internal Communication

Communication is a key trait for not only your project lead, but your whole team. Schedule regular meetings to keep up-to-date with the project’s development and to keep the team accountable. Do not wait for a call with your external partners to have an internal conversation as this creates confusion for all parties and shows your partners that you are not taking the project – and their time – seriously.

4. Practice, Practice, Practice!

There will be trainings and calls, but without practicing, you cannot possibly retain all of the information. Take a college lecture, for example. Lectures can often be monotonous and hard to follow along. So much so that studies say that a student should spend 2 hours studying for every hour they are in class. This is no different. While it may not be 2 hours, it’s important to study and practice within the system outside of trainings, as practice maximizes retention.

5. Dedication and Commitment

None of the aforementioned tips are possible without a dedication to the project and a commitment to the change. In our experiences, those who are meeting deadlines put the time and effort into meeting them, despite the challenges they may encounter. They are those who not only accept the change in the system but commit to a change in outlook in their department as a whole.


Software adoption is not easy, but it doesn’t have to be painful. Taking the right steps, following the processes, and having the right outlook is imperative to a successful implementation and can take you from just to a software purchase to true software adoption.

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About the Author

Ben Saunders


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