9 min read
Jun 01, 2020
Software Post-Purchase

6 Strategies for Your Software Implementation Plan

Six strategies to create an efficient software implementation plan and avoid any pitfalls during actual implementation.

Zach Capers, Rahul KumarSr. Content Analyst, Content Writer

Whether you’re upgrading from spreadsheets to business intelligence software or need a help desk program to replace your old email system, deciding which type of Software-as-a-Service (SaaS) best solves your problem is only the first step of a long process.

The absence of a detailed software implementation plan can result in unrealistic expectations, overlooked impacts, and frustrated employees, among other issues.

From 2018 till the second quarter of 2019, Gartner reported twice the number of inquiries for SaaS applications compared to SaaS implementation (full report available to Gartner clients only). This highlights that most organizations are fixated on which product to buy while putting less emphasis on implementation. Part of the reason is that business software is typically marketed for its features, while adoption challenges are downplayed.

Fortunately, you can avoid typical software implementation pitfalls by developing a robust plan that includes the following six strategies.

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1. Match your needs with vendor offerings

Focus on what the software should do for your organization rather than on what it can do. Understand that business software isn’t built just for your organization. It’s designed for as many organizations as possible. Don’t get distracted by vendors’ fancy websites or cool marketing tactics. Remember, you aren’t buying bells and whistles; you are buying business software to simplify your existing processes or formalize those that aren’t yet well defined.

This often requires tweaking workflows to fit into the new software’s framework. Your goal when discussing needs with vendors is to determine exactly how your processes can be adapted to their product and whether or not the result is an overall improvement that helps your organization better achieve its goals.

Understand the level of support you’ll receive, both during and after implementation. Check if the vendor offers on-site training? Will 24-hour technical support be available, or will you be on your own? Answers to these questions might vary depending on the package selected.

Also, by adopting SaaS, you are allowing third-party access to your organization’s data. To mitigate potential data compliance issues, it’s important to verify that the software adheres to standards and certifications relevant to your industry.

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2. Conduct due diligence

Before making a buying decision, ensure that you completely understand service-level agreements, contractual obligations, and any potential additional charges.

To conduct due diligence for vendors, follow these steps: 

  • Speak with vendor reference clients to learn about their experiences and identify potential pain points that you haven’t thought about. This will give you a chance to stack up the vendor’s promises against real-world scenarios.

  • Ask questions related to why they chose the vendor’s product, whether they are satisfied with the return on investment, and if they incurred any unexpected charges. Also, consider asking if they’ve been compensated in any way for serving as a reference.

  • Read product reviews to gauge how the software’s usability and to determine if businesses from your industry are using the product for similar purposes. For instance, reviews on GetApp are segregated by the industry type and business size of reviewers’ organization.

  • Product reviewers often provide their professional information or LinkedIn profile details. You can connect with them to start a conversation and request further details about their experience with the product.

  • Engage experienced consultants to seek assistance with software implementation. However, remember that hiring one can be expensive and will require yet another round of reference checks. Ensure that they have significant experience in your line of business.

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3. Consider the impact of who, what, and when

Ascertain who the new software will affect, what systems will it replace, and when the implementation will have the least impact.

  • Who is affected? Seek input from prominent members of each department. Identify software users in each department, and document how their workflow might get affected.

  • What is being replaced? If you’re replacing an existing system, the potential for duplicated data and processes must be identified and mitigated. Also, just because a feature is included in the new software doesn’t necessarily mean it should be used. It might also make sense to limit initial adoption to specific functions and incorporate more features with time.

  • When should it happen? Bad timing can disrupt your software implementation plan. Minimize the potential impact of downtime by determining when the implementation should or should not take place. Identify time-sensitive projects, narrow your dates, and consider administering a survey that allows employees to rank preferences. There are several free survey tools that you can use for this purpose.

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4. Make superusers your new best friends

Designate superusers who will champion the new software and help others learn and adapt to new workflows. Superusers should be selected based on their technical ability and rapport with the rest of the team. You can also select superusers from among employees who had lobbied for the new tool, as they are more likely to show extra enthusiasm in the project.

Superusers should be involved early, often right from the software selection process. Allow them to take part in product demos and involve them in end user training.

During implementation, superusers should be kept apprised of all updates, problems, or technical glitches and be empowered to act as a liaison between management and end users. Post implementation, superusers can help bring new hires or users up to speed and act as an ongoing resource.

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5. Formally track your software implementation plan

If your software implementation plan is relatively straightforward, tracking its progress might only require a free tool, such as Google Sheets. More complicated plans, however, can benefit from a comprehensive task management tool. Optionally, you can track tasks using a resource your employees are already familiar with.

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6. Be upfront with end users

Communication is key to successful software implementation, and you need to clearly explain the reasons for the change. Maybe you’ve outgrown an existing solution and need to replace it with something more robust, or perhaps you need a new solution to problems that have been piling up.

Explain to employees how exactly they’ll benefit from the new software and the ways in which it’ll make their jobs easier. Customize messaging according to how the software will be used by each department of your business.

Explaining the reasons for change and defining the expected benefits will comfort skeptical employees and help win over those who didn’t think there was anything wrong with the old ways.

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Software implementation plans aren’t supposed to be easy

Adjusting to new technology always brings a level of frustration. Sugarcoating the transition to a new system will only result in inflated expectations and staff disengagement. Instead, position the changeover as a conquerable challenge that will bring your team together.

Visit our software categories page to choose software tools that can ease the implementation process. You can also read product descriptions and user reviews to assess software usability.


The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.

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