- Start with a pilot: This firm tested the software with a small group and then deployed to a larger group of early adopters/change advocates. This generated excitement and support throughout the firm. A successful pilot, and then deployment to a group of early adopters/change advocates. Viral support for the upgrade was generated.
- Communicate frequently: A week prior to rollout an email was sent to each region announcing the change and the benefits of using Change-Pro Premier over the old product. An additional email was sent on the day of the deployment. This email was short and concise, but included a Quick Reference Guide for those who wanted more information. Lunch and learn sessions were also provided in each office to further educate the users.
- Have a plan for rollout: This firm started pushing out the Change-Pro package for all users in a single geographic region. Each week they added an additional region, continuing until all the regions were completed.
- Allow time for adoption: One of the keys to their success was that the old product was left installed on all the machines; however, they removed its integration to Office, Windows Explorer and the DMS. The only way to access it was via the Windows start menu. This prevented too much reliance on the old product, but gave both IT and the end-users confidence that it was there should they ever need it.
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