Setting up any new system can be a little daunting if you’ve never done it before. Even more so if you are moving from a pen and paper process onto your first digital platform.
Make it bite-sized
While it can seem to be a huge task ahead, you can break up your onboarding into smaller, more manageable steps. This can make a huge difference to your implementation as it has a lot of benefits. Splitting up tasks helps you to focus on completing each step one at a time rather than stretching yourself to do a little of everything (which can often leave people confused and unorganised).
Splitting the job into discrete steps can also help you delegate work to your team without them needing to think about the whole process. It can also help you set shorter-term goals and keep on track.
Get the right people on the job
Implementation can be a lot more successful when the right people are contributing. Who should be involved really depends on your business and can differ wildly. If you run a larger team, it might be worthwhile to get the opinions of people in different functions. Be careful to not have "too many cooks" and make sure that everyone who is involved knows exactly what's expected.
Getting your team to help can save you time and help you get the best results. You may want to ask your team to do a stock take so you know what products to add, or you could ask a team member to pull together a list of labour tasks that should be added. Have a think about how your business is structured and which steps it makes sense to delegate.
Focus on getting the essentials right
WorkGuru is a very powerful tool with a lot of features. While your business might see the huge potential in features like custom-built forms, focusing on setting up the essentials first will help you get up and running sooner. Get your product, tasks, Xero integration, and other essentials ticked off the list before you start playing with the bells and whistles.
You may also want to stagger out your team training in a similar way. Get them used to using the basics and essential features first, rather than overwhelm them with every feature and tool all at once.
Give yourself a clear plan
Keeping on track will mean holding yourself and your team accountable for getting things done. Setting clear, recorded deadlines can help you reach your goals and start using your new software when you're expecting to. Work out realistic milestones for yourself and your team and make sure you cut time out of your day to make them happen. While it might seem like a waste of time, it is well outweighed by the time you’ll save when you’re up and running.
WorkGuru has an extensive support library to help our customers get the most out of their account. You can find guides on how to completely set-up your account, starting with the end-to-end implementation workflow, and documents to help you bulk upload information to WorkGuru.
If you find that you're too time-poor to get your head into implementation then we can help. WorkGuru offers implementation packages to help you along, including time with our team or one of our trusted partners. Reach out today to find out more.