Essential steps for efficient technological onboarding
Posted: Wed Dec 11, 2024 9:28 am
Incorporating a new technology can be a headache for many companies, however, with the right guidance and preparation, it is an essential step to achieve the goal of scaling a business. Today we want to give you some tips/steps if you are thinking about integrating a new technological tool in your company.
1. Strategically define the type of technology to integrate and the area of the company that needs it.
Whether your company belongs to the pharmaceutical, automotive or insurance segment, it is undeniable that the use of technology is a must have today. Leading and expanding companies have in common the implementation of tools , not to replace people, but to make their work more efficient .
Managing sales, tracking salespeople's goals, calculating commissions, automating processes, centralizing company operations; these may be some of the reasons why you want to adopt a new tool. However, you must create a tactical plan where you also establish secondary objectives according to the areas of the company you want to intervene.
onboarding datasocial
At this point, we recommend that you consult an expert in that specific tool and perform an audit of all your processes.
2. Set a budget and prioritize the type of hires you should make.
By now you've probably already contacted a few vendors, so you'll have an idea of list of telegram users in italy how much it will cost you in monetary terms to hire a new tool and, therefore, the human team you'll need to successfully implement it. Keep in mind that you can also outsource this, depending on your preferences and resources.
3. An internal and an external tool or one that integrates both?
To positively impact customers, you first have to do it with internal users, which is why companies' technological tools are increasingly focused on reducing friction between teams. So we encourage you to put yourself in the shoes of each member of your team and analyze what they need to do a better job.
4. Run a pilot program
Whether or not you have opted to hire the guidance of an expert to carry out this new implementation, the recommendation is that you start with a test version and a specific area of the company from which you can receive as much feedback as possible and allow you to determine the common points that generate the most friction.
5. Train collaborators
And not only that, try to involve them in the whole process; receiving their feedback and recommendations will reduce the chances of people resisting implementing new processes. Also, keep in mind that all people have a different learning process and what may be very easy for one may be a little more challenging for another. Personalize the learning actions and ask for feedback throughout the whole process.
1. Strategically define the type of technology to integrate and the area of the company that needs it.
Whether your company belongs to the pharmaceutical, automotive or insurance segment, it is undeniable that the use of technology is a must have today. Leading and expanding companies have in common the implementation of tools , not to replace people, but to make their work more efficient .
Managing sales, tracking salespeople's goals, calculating commissions, automating processes, centralizing company operations; these may be some of the reasons why you want to adopt a new tool. However, you must create a tactical plan where you also establish secondary objectives according to the areas of the company you want to intervene.
onboarding datasocial
At this point, we recommend that you consult an expert in that specific tool and perform an audit of all your processes.
2. Set a budget and prioritize the type of hires you should make.
By now you've probably already contacted a few vendors, so you'll have an idea of list of telegram users in italy how much it will cost you in monetary terms to hire a new tool and, therefore, the human team you'll need to successfully implement it. Keep in mind that you can also outsource this, depending on your preferences and resources.
3. An internal and an external tool or one that integrates both?
To positively impact customers, you first have to do it with internal users, which is why companies' technological tools are increasingly focused on reducing friction between teams. So we encourage you to put yourself in the shoes of each member of your team and analyze what they need to do a better job.
4. Run a pilot program
Whether or not you have opted to hire the guidance of an expert to carry out this new implementation, the recommendation is that you start with a test version and a specific area of the company from which you can receive as much feedback as possible and allow you to determine the common points that generate the most friction.
5. Train collaborators
And not only that, try to involve them in the whole process; receiving their feedback and recommendations will reduce the chances of people resisting implementing new processes. Also, keep in mind that all people have a different learning process and what may be very easy for one may be a little more challenging for another. Personalize the learning actions and ask for feedback throughout the whole process.