As the team grew and our needs changed, we decided to implement another SaaS offering, Office 365. We realized that the lessons we learned from over 200+ SAP SuccessFactors implementations could also be applied to our internal implementation. And though failure can come in many forms, success, more often than not, depends on the proper execution of a well-supported project management philosophy Some thrive on change while others resist and cling to what’s comfortable – the old process or technology. AltaFlux Corporation is an enterprise cloud technology consulting services firm. “track our user retention”), then converted those needs into specific KPIs and metrics using the Measurement Plan document. cuting a successful implementation project of Simphony will be listed along with time-lines and tasks. 4. Key an eye on these six subtleties when deploying packaged vendor solutions. This is typically called a “tracking plan” and outlines all the technical details that your development team needs to take care of. Download Top 10 Reasons for Moving to SaaS Now to learn why it’s one of the smartest, best business decisions you can make today. It often takes b… AltaFlux Corporation is an enterprise cloud technology consulting services firm. Here are a few to consider: One final point: Consider these advanced ideas only after you get the basics right. Once you know which tools you want to use, prepare a technical plan for your development team. There are a number of reasons why businesses would want to implement SaaS. As a SaaS Implementation Project Manager, you will utilize your planning and project leadership skills to deliver solutions and guide our customers to achieve their goals. Either way, you should think about the following three things before choosing any tool: When thinking of your stack, there are a few categories that you need to fill to get a complete picture of your product. I'm a former champion of optimization and experimentation turned business builder. Walk before you can run. Before you finish, take some time to think about training and deployment. Lessons Learned from AltaFlux’s SaaS Implementation Software as a Service or SaaS, is becoming the new normal for businesses looking to streamline their processes due to its quicker time to value, lower total cost of ownership (TCO), and scalability. While the technology serves different business processes, it’s a SaaS implementation all the same. The process we use is called D.I.G. And with the help of our 5 critical steps, your software implementation plan will help you get the most value out of your new system. To do that, they need training on how the data is structured and how to use the tools you implemented. After going through these steps, they finally got access to the insights they needed to understand their product. If you followed the previous steps properly, this should be pretty straightforward. Process Roadmap. Learn more about AltaFlux (+), Privacy Policy   |   Terms of Use   |    Immigration Notices. SaaS (Software as a Service) has changed the landscape for both end users and vendors and leveled the playing field in a big way. Customer Data Platforms: The Next Big Shift in SaaS Marketing Stacks? Remember that a SaaS implementation is a trade-off between system administration, implementation teams, core users and the rest of the organization. We’ll organize our thoughts into a document called a Measurement Plan. Let’s finish by going back to the company I mentioned in the first example. Especially in North America, this communication standard has never been popular. Once you master these first few steps, you can tackle more advanced ideas—like the ones in the next section. Cloud service development requires a different approach than the traditional software development lifecycle as the cloud provider becomes a critical success factor of the overall project. D.I.G. As you can see above, most KPIs are business focused—not technical. SaaS enablement can occur through a self service provisioning system for simple applications that are typically made available via public clouds. Get the latest insights and trends on enterprise cloud platforms. The key to ensuring successful project execution must always begin with the team and its approach to group collaboration. Maximize the most of your cloud platform investments. By comparing a legacy project management software to a Software as a Service or SaaS project management solution, some of the major SaaS selling points include the simplicity of the operations (outsourced IT), flexibility of the software (new functionality), and the speed of the implementation.Although these are major selling points, these can also be an Achilles heal when it … 1. Managed and On-Demand Support options to run your cloud platforms. However a successful project is 20% good planning and 80% good execution, and therein lays the problem with traditional project management tools. SaaS products are changing the world. Most SaaS providers offer consulting services to help configure offerings to achieve customers' objectives. For example, you may not have a referral program in place, so you can skip that stage and come back to it another time. This is the “sexy” stage because we get to talk about tools and cool features. Most of the project management tools are designed to address project planning problems, and they address this requirement very well. A special note on segmentation: This is where the magic of data happens, so spend some time thinking about this component. Terminology SaaS Software as a Service POS Point of Sale SLA Service level agreement SOA Service oriented architecture After a few weeks, you’ll be ready to move on to the Grow step. Getting the first two steps right made the final one a breeze. Be Prepared for Constant InnovationThe benefit and draw of SaaS solutions like Office 365 and SAP SuccessFactors is that it offers constant innovation via product enhancements – whether it be on quarterly, monthly, or weekly basis. The goal of this step is to figure out which tools we need to track the data in our Measurement Plan. The customer journey is the series of steps that a user must take to become a customer. Implementation of an ERP system: A case study of a full-scope SAP project 51 – customisation – i.e., changing the existing code of the system to alter its operation or … We recommend that, at a minimum, you do three things: That’s it. Remember, a project is a temporary effort that has a defined beginning and end. A Quick Guide to Successful User Onboarding for SaaS Products, How to de-silofy your data and kickstart hyper-personalization, How Much Data Do You Need to Be Data-Driven? Instead, they asked for vague information like “track our onboarding performance” or “track user retention.” Most development teams struggle with vague requests, so—for that company and all others—we need to make the KPIs as clear as possible. Manage Benefits Enrollment and Administration. Let’s start with Discover: defining the list of metrics and KPIs that you should track. Whether you’re upgrading from spreadsheets to business intelligence software or need a help desk program to replace your old email system, deciding which type of Software-as-a-Service (SaaS) best solves your problem is only the first step of a long process.. Before we start using tools or writing code, we need to know which metrics to track and why we want to track them. Our solutions optimize the day-to-day lives of applicants, employees, and customers. Assigned implementation project manager to oversee all aspects of SaaS technical and security compliance implementation. Here are some general guidelines to get it right: If you want to dive deeper into how to create these documents, here’s a 15-minute video in which I walk you through all the details: Once you finalize your tracking plan, work with your development team to get into production. On our call, the company told me about all the technical issues they had run into and how their development team didn’t seem to know how to do the most basic things. This is how you put a foundation in place or improve existing data efforts. Thinking about moving to the cloud? Executive Committee, Steering Committee ad Project Management Office will be created for the governance of the project. We tend to use metrics and KPIs interchangeably, but in this document, KPIs are the one or two numbers that tell us how well we are doing at this stage; metrics provide more detail on the overall performance. 1. Through our internal implementation, we assigned a training lead with in-depth knowledge of the new solution who would field questions and walk others through the transition. Software as a Service (SaaS) solutions are mainly implemented using Agile Project Implementation Methodologies. Your all-inclusive SaaS FedRAMP certification documentation – our security management team will handle it all. Some features require an organization to opt-in, while others may be pushed automatically. Some business might want to improve the efficiency of their business related process by being able to concentrate more on business related processes rather than on softwa… We help clients to automate, transform, and optimize their business processes. Software implementation is a daunting task—no doubt about it. Any SaaS model should have the following key characteristics: But be reassured knowing that businesses of all types implement new software every day. They started with broad requests (e.g. Six Best Practices for a Successful SaaS Implementation. Your SaaS vendor has built the project plan based on years of experience, so they’re intimately familiar with the tasks, milestones, and timelines needed for an on-time go live. Finally, they created the right reports and dashboards for their company. The product will have support the following deployment models-Hosted Solution- SAAS and Packaged Implementation on an in-house private cloud. I send a weekly newsletter with what's on my mind on this stuff. While that may have been true, I knew that the most pressing issue was that they didn’t know what they wanted to track—they couldn’t translate their business needs into concrete KPIs and metrics. He created a short video that will help you properly implement product analytics tools like Mixpanel and Amplitude so you can see exactly what your users are doing and how to get them to come back to your product. Thinking about moving to the cloud? Access to commonly acceptable reference architecture to ensure compliant SaaS implementation. 50% of users complete the funnel), but we also have other metrics that can help us understand the journey: We can also list the ways in which we can segment our data, the targets we want to set, and the tools we’ll need. Note: These guidelines assume that solution requirements have been determined. We have expertise in leading Enterprise Cloud Platforms, such as SAP SuccessFactors, Dell Boomi, Microsoft PowerBI, WorkForce Software, and Benefitfocus. As it turned out, their developers were quite capable—they just needed better instructions. Abstract. Choosing among them can be exciting (if you like research) or overwhelming. In the Software as a Service (SaaS) approach, applications are delivered over the Internet in the form of service. Zero in on your core need. In addition, regardless of whether the optimal project approach is a traditional waterfall style, or more agile based, the core goals, objectives, business questions to answer and activities to deliver a more successful SaaS project remains the same. They make life easier, boosts productivity and reduce time & cost in our day-to-day activities. Featured logos are trademarks of their respective owners. Then, we move on to business objectives, then to metrics and KPIs. You can find templates for tracking plans directly from Mixpanel, Segment.com and Amplitude. We help clients to automate, transform, and optimize their business processes. SaaS is a cloud computing service model and a new software delivery method which is increasingly popular on the IT market. They translated that into a technical tracking plan, which their development team implemented. Central to many companies operations, the consequences of a failed ERP (Enterprise Resource Planning) or CRM (Customer Relationship Management) implementation can be serious – as seen in some high profile ERP disaster examples. Hi, I'm Peep Laja—founder of CXL. This is a business conversation and not a technical one. For this guide, we’ll focus on setting up a solid foundation. SaaS products … The main KPI is the overall conversion rate through the funnel (e.g. They needed to break that down into the different categories in the Measurement Plan above. Read on to boost your team's confidence and create a blueprint for future projects and roll-outs. Having a change management plan that includes communication, collaboration, coaching, training and open feedback will ensure success.3. This field is for validation purposes and should be left unchanged. We’ll also give you some advanced ideas at the end of this post for those who are ready. During client engagements however, we utilize an approach called “train-the-trainer” where we train system administrators on all features and functionalities so that the organization is self-sufficient long after the implementation. Download Top 10 Reasons for Moving to SaaS Now to learn why it’s one of the smartest, best business decisions you can make today. The Grow step is the dessert of our meal. 2. Data is the life blood of any SaaS company. While SaaS implementations are often less cumbersome than traditional on-premise implementations, there are still a number of things to consider before you embark on an implementation or migration to ensure success.At Altaflux, we are in the business of helping clients implement SAP SuccessFactors, a SaaS human resources technology, on a daily basis. AltaFlux Corporation is an enterprise cloud technology consulting services firm. Setting goals prior to implementation, having a change management plan in place and providing adequate training will ensure success as you embark on your SaaS implementation. Rather than installing and maintaining the software, one simply needs to access the software over the Internet. Data will empower you to make better decisions and help you grow faster. As a ConversionXL reader, you can get it all at practicoanalytics.com/conversionxl. We recommend that you assign someone who will stay up to date on these enhancements so that your organization can leverage future innovations and properly plan to roll those out to end-users. The best way to plan a project is to deconstruct it. We track three types of segmentation: Some stages may not be relevant to your company right now. Business stakeholders will understand the role of data, and technical stakeholders can start to think about what data to collect to deliver on these metrics and KPIs. Whether you need to automate your business process or workflows, improve the experience for your applicants, employees, partners, or customers - we have proven solutions. For each stage, we want to list the most important metrics and KPIs, and a few other things. Determine Your Company’s Needs and Goals Prior to ImplementationAltaFlux had been utilizing Google Apps (and several other complimentary SaaS apps) for years and it met our needs. We all have our comfort zone. On the other hand, SaaS offerings […] I do a lot of thinking, reading, and writing around business, strategy, and optimization. Each team member must actively engage, connect, and remain a consistent participant to achieve succ… By using the best Cloud Platform Applications and Industry Practices, you can optimize workflows, improve business, and employee experience. A CRM implementation project plan is the roadmap for leading teams through all the activities required for a successful implementation. 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2020 saas implementation project plan