Select a department and go forward from there
Propel Schools bring high-performance educational options to their students
Document management is essential at Corestruc
Shelter Products Automates Accounts Payable to Streamline Processes
4 Tips for a successful phased implementation
1. Invite future users to your first training sessionsOnce you’ve introduced the solution in one department, invite representatives from other departments to sit in on training. They’ll get first-hand experience with the solution. This will get them excited about how document management can positively impact their work lives.
2. Hold a review and optimization workshop and invite business leaders from other departments to attend
Bring your existing users together to talk about what works and doesn’t, and how to apply these successes and challenges in the future. This workshop also serves as a showcase for other departments. If your initial implementation was for the accounting department, for example, you could invite leaders from sales, human resources and other departments to sit in. This gives department heads the opportunity to listen and form their own opinions about how they want to use document management, and it’s a highly effective way to get other departments on board.
3. Tap in-house expertise
4. Don't forget the importance of documentation
Learn more about document management.