When it comes to the roll-out, you have choices about how you want to handle it. How do you plan to support your clients if they recur? Make sure all staff are aware of the problems that may crop up.
Ask them, what went well? What processes and behaviors do you want to emphasize during the roll-out to the rest of the client base? But also probe for any issues that arose during the trial. Interview the clients, staff and vendors involved. Prior to the roll-out, take time to review what you learned during the initial adoption trial. Revisit learnings from the Initial Adoption Trial They might be a great point person to lead the migration. If you have neither of those, look to one of your most tech-savvy bookkeepers someone who understands the workflow and has tech experience. If you have one, your technology operations leader would be a good candidate to take on this role. They need to raise any issues to the point person right away. They are accountable for responding to client issues if something breaks down. All staff should be primed to over-communicate. They look for efficiencies, make the workflow cleaner and reduce client frustration. They are charged with maintaining or improving client relationships as the tech roll-out happens. They don't just define and manage timelines. It’s their responsibility to get all your clients on-boarded effectively. And will be able to call on vendor and partner resources. They will have support from you and the rest of the team. Make one person accountableĪ complex project like client migration needs a team member responsible for managing it. Here’s how great practitioners approach migrating clients to new software: 1.
Client base software software#
Migrating clients to new software is the fifth stage in the workflow adoption curve. Getting this process right makes standardizing significantly easier. To fully standardize, you need to roll-out software to your entire client base. Standardizing on your tech stack is key to making your practice efficient.
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