Plan & Prepare
Your first phase is to plan and prepare the implementation. Don’t underestimate the importance of this step, in order for you to become successful. In this step, you’ll identify your company’s vision, goals, and metrics as well as your resources, tools, and dependencies. Getting this phase right is crucial, so you won’t waste time or have to backtrack. This is also critical for the follow-up business reviews with the Customer Success Team – are we achieving our goals and vision for the implementation and how can we do better? This step helps you organize your team for the implementation, set goals and define success criteria, understand your business rules and policies to be covered by the system, and build a timeline for implementation so that everyone understands milestones and deadlines.