Make Moving to New System Simple With These 4 Tips

Getting started with any new system can feel like an uphill battle, but with the right tools, you can save yourself the headache.

If you’re moving from a pen and paper to software or upgrading to bigger and better tools, here are a few things you can do to make implementation easier.

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 in your new system. 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 in the new system 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. 

Need help with implementation?

WorkGuru has an extensive support library to help our customers get the most out of their accounts. 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. Plus, we also offer training and implementation packages to new clients to help them get the best start.

You can work with WorkGuru to get up and running, or with a third party like your existing business consultant. WorkGuru is flexible and here to help.  Reach out today to find out more

Learn more about Implementation in this blog: Getting Your Ducks in a Row – Planning for a Business Systems Transformation, guest written by Apparatus Quo