Strategic advice

How to effectively implement new business technology

A guide for helping your business adapt to new systems and software

Selecting the right digital tools requires time, investment, and focus. Getting your board of directors and key leaders to understand the benefits and then approve the purchase of new hardware, services, or software is important. Still, it’s only the start of effectively implementing new business technology.

Equally important is a digital transformation training plan that enables your employees to use the cutting-edge technologies you’ve selected quickly and efficiently.Disclosure 1 An adaptive training plan equips employees to confidently work with intelligent systems like AI or cloud computing as they’re folded into daily operations at your company.

Building a training plan can feel complex, but a structured approach can simplify it. These seven insights help you build a flexible framework that enables employees to adopt new tools and work more efficiently.

1. Begin training planning early.

The ideal time to begin planning for implementation and training is at the same time that you start considering your technology selections.

Why is a head start on training important? Because processes, roles, and responsibilities may change when you switch technology providers or brands.

Let’s say you’ve decided to migrate your organization to a cloud-based CRM system. Even as early as the selection phase, you should prepare your employees to:

  • Learn new data protection standards.
  • Create and maintain new methods of collaboration.
  • Expect periodic updates and ongoing software training.

2. Build a phased training timeline.

Competent, efficient tech use happens through ongoing training. Planning tools can help you build a phased training timeline.

This training timeline enables you to have phased implementation—to start using technology immediately, and measure results starting immediately, too.Disclosure 2 Phased training also empowers your staff to cope with changes in a system’s go-live date or with unexpected updates and patches.

3. Equip early adopters.

Work with your teams to identify digital-first employees. Gather these tech-forward adopters and introduce them to your new tools early on. Empowering competent, engaged employees to explore and test new systems provides invaluable feedback that can identify roadblocks to success, help shape usage standards, and build training modules customized to your organization’s needs.Disclosure 3

The ideal time to begin planning for implementation and training is at the same time that you start considering your technology selections.

What might this look like practically? A healthcare company is moving to a new CRM system to support patient outreach and communication. The company identifies early adopters among its clinical operations leaders. It empowers this tech-savvy group with tools to test and use AI-generated patient communications. That group identifies the top skills every user needs to learn, and the training for the full rollout includes exactly those skills in its lessons.

4. Align leadership with clear messaging.

For best results, start digital transformation at the top. Implement a communications plan for executive, middle-tier, and front-line managers that provides specific talking points about the potential impacts of your technology upgrades. A sample framework for those talking points could cover:

  • The benefits for employees using the new technology
  • Ways these tools enhance the client experience
  • Expectation for automation to reduce operational risk and error rates
  • How the technology supports—not replaces—human expertise

5. Incorporate feedback and support continuous improvement.

It’s a simple but often overlooked component: Build feedback into every phase.

Along with nurturing a positive company culture, asking employees for feedback is extremely valuable. Ongoing feedback helps fine-tune the technology and processes and enables you to reinforce change management training in ways that keep employees adaptive as systems evolve.Disclosure 4

As users implement the new technology, they’ll often discover new ways to accomplish tasks and find areas to expand functionality. It’s a win-win for empowering employees, recognizing their ingenuity, and generating greater productivity.

What transformations are on your company’s strategic roadmap? 

Talk to your relationship manager about ways Truist can help you plan your next steps.

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