Change is hard and let’s face it, we sometimes need to get buy-in to the big picture to adopt a new process. Here are our top tips for fostering adoption.

Unified understanding of the process using TaskRay:

  • Discuss how users and the organization benefit from using TaskRay, for example:  
    • Using templates will give users/customers a voice through Template Performance View  as it will highlight if there are unrealistic expectations for project timelines.
    • Understanding of user workload
  • What does it mean to the organization as a whole to have the information provided?  
    • Process helps the company make more informed decisions which is good for everyone involved.
  • Get support from users, process owners, but also executives for the new process.  
    • Start early and involve stakeholders from the get go
    • Get executives excited with reports and data- more on this in our next newsletter!

Start a user focus group:

  • Identify champions and ask them to work with users who are struggling with the new technology.  
  • Get user input on the project creation so you can incorporate what helps them with their day to day activities.
  • Review TaskRay feature releases.  Determine as a team what new TaskRay features are going to be most useful and how you can see implementing them.  Use your CSM or our Support team to get help. 
  • Identify areas for improvement.  Is there a pain point- ask your TaskRay CSM for ideas on how to improve the process. Got an idea for a new feature- let us know via our Ideas Forum!

Offer user incentives or make adoption a competition

  • Set aside a budget for incentivizing everyone to adopt the new process. Perhaps reward the employee with the most tasks updated —this can be a simple report using TaskRay Task object by the user with a filter around the modified date.
  • Make it a competition and recognize their contributions and efforts in adopting the new process.

Try these tips and get your team on board!

Get Started with TaskRay

If you’re ready to find out how TaskRay can help you get every customer off to a great start, we’re here to help!