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Change Management Process: Preparing for Enterprise Software Implementation

Following a change management process for new enterprise software implementation saves time and...

Following a change management process for new enterprise software implementation saves time and helps eliminate confusion. This post highlights five steps you should take to prepare for implementation. These steps are just one part of your overall change management process. You should take these steps after you’ve selected a new software solution and before you actively begin the implementation.

  1. Assemble Your Team
  2. Evaluate Your IT Infrastructure
  3. Analyze Your Processes and Reporting
  4. Define Roles and Responsibilities
  5. Plan for Your Data and Reporting Needs
infographic-software-implementationai

Assemble Your Team

Adopting a new enterprise solution, like Salesforce, Oracle or Workday, is a huge undertaking. Before beginning an implementation, it’s important to ask two key questions:

  • Do we have the resources to implement this or do we need to hire a partner?
  • Who will take the lead on the project?

Implementing a new enterprise solution could easily overwhelm even the most experienced and well-staffed IT teams. You may be best served to hire an implementation partner who specializes in onboarding organizations to your new platform.

Even if you do hire an outside consulting firm to help with implementation, you should still appoint an internal person to serve at the lead for the project. This person can serve as a liaison between your implementation partner and any internal teams as well as be an internal advocate for the new software and changes.

Evaluate Your IT Infrastructure

To avoid any service disruptions after implementation, make sure you have the necessary infrastructure for your new enterprise software.

Cloud-Based Solutions

A new cloud-based system is useless if you’re not connected to the internet. Ask these questions to avoid any downtime after rollout:

  • Is your internet connection secure?
  • Is your internet connection reliable?
  • Do you have enough bandwidth?

On-Premise Deployments

If your new software will run on your own servers, you should consider:

  • What are the minimum and recommended server requirements for the new software?
  • How will you backup your data?

PRO TIP: letzNav works with any web-based application in both cloud-based and on-premise deployments.

Analyze Your Processes and Reporting

Implementing your new enterprise software will likely require changes to your existing processes. Do an audit of your existing processes and reporting requirements and ask:

  • What are our current business processes?
  • Will the new software eliminate, automate or replace any of those processes?
  • How will the processes be completed using the new system?
  • What reports do we currently pull from our existing system?

Define Roles and Responsibilities

Once you’ve audited your business processes you should have a better idea of what types of user roles you’ll need and what access each one will need to complete their work in the new system.

In addition to defining your system user roles from an IT standpoint, you should also consider defining roles from a management view:

  • Who is responsible for implementing the necessary process changes in each team?
  • Who will train end-users on the process changes and new software?
  • Who will hold end-users accountable for implementing the changes?

Plan for Your Data and Reporting Needs

At this point you should have a good roadmap of how your new system will support your processes going forward, but what about accessing your existing data.

Will you migrate your existing data into the new system? If so, you’ll want to take the time to clean up the data. The old adage is true: garbage in, garbage out. Make sure you start with quality data in your new system.

If you won’t be migrating your existing data into you new system, consider what reporting needs you’ll still have for that data. Will you continue to support your legacy software? If not, how will you access that data?


These five steps a just a small part of your overall implementation, but taking the time to follow this change management process will ensure you have a smooth transition.


To learn how letzNav can accelerate your enterprise software implementation, schedule a demo today.

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