Have you ever wondered what makes a project truly successful? It’s much like a good relationship: a passion for constant improvement. If you’re looking for ways to optimize your tech implementation process, let’s dive in.

 Have a Project Plan

This may seem self-explanatory, but having a solid project plan is crucial. Identify milestones and set a Go Live date early on so that the time frames assigned to the remaining tasks are adequate for your project needs. A clear timeline helps keep everyone aligned and accountable.

 Meet with Your Team Routinely

Without overthinking it, schedule regular check-in calls with your team to discuss status updates and project progress. If you don’t have a professional project manager on board, you might not have a formal agenda established upfront, and that’s okay. The most important thing initially is to create time for reviewing updates; you can customize the agenda based on what’s most critical to discuss that week. This routine will streamline your tech implementation process and keep everyone on the same page.

 Decide on a Single Point of Reference for All Project Resources

To simplify communication and updates, designate a single location for all project resources. Using platforms like Teams or Slack can facilitate quick updates and questions, but a shared virtual folder or project management tools like Monday.com, ClickUp, or SmartSheets will be more effective for maintaining comprehensive project documentation. Before establishing your own system, consult with your vendor’s implementation team to see if they already have recommended methods for organizing project materials.

If you implement these tips to optimize your tech implementation process and find that they make your life easier, I’d love to hear about it. Send me a message and let me know which tip you used and how it helped!