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“track our user retention”), then converted those needs into specific KPIs and metrics using the Measurement Plan document. Before we start using tools or writing code, we need to know which metrics to track and why we want to track them. They needed to break that down into the different categories in the Measurement Plan above. This is a business conversation and not a technical one. Process Roadmap. Once you master these first few steps, you can tackle more advanced ideas—like the ones in the next section. Interrupting or interfering with this tested process could be an opportunity for risk or uncertainty. SaaS products are changing the world. Customer Data Platforms: The Next Big Shift in SaaS Marketing Stacks? Preparing a technical plan for implementation. Explore AltaFlux's library of digital assets and tools curated by our experts and partners. During the course of our Office 365 deployment, we realized that we experienced the same struggles that our clients face during their implementations. Software as a Service (SaaS) solutions are mainly implemented using Agile Project Implementation Methodologies. 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… Now they spend their time thinking of more advanced ideas to get even more value from their data. When switching from Google to Office 365, we noticed that some employees intuitively adopted and explored its new functionalities, while others needed a more structured approach. Source, Engage and Hire the world’s best talent. Techniques will be shown on how to manage the dynamic complexity of such programs, and how to set up and run in parallel running projects with pre-defined feedback loops to control scope, time, and budget. Your all-inclusive SaaS FedRAMP certification documentation – our security management team will handle it all. To do that, they need training on how the data is structured and how to use the tools you implemented. It doesn’t matter if you’re starting from scratch or if you’re simply trying to level up your existing data strategy. 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. (You can download our template by making a copy of the Google Doc.). Abstract. 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. But be reassured knowing that businesses of all types implement new software every day. After a few weeks, you’ll be ready to move on to the Grow step. Ruben Ugarte is the founder of Practico Analytics, which helps startup founders use analytics data to grow their products and companies. The problem is, most companies aren't using…, You got people to sign up for your free SaaS trial—great! If they can do it, so can you! 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 … is an iterative process that you can run over and over again. Our cloud SaaS implementation offering is … The process we use is called D.I.G. By using the best Cloud Platform Applications and Industry Practices, you can optimize workflows, improve business, and employee experience. So much so that for a while, this standard was known as “It Still Does Nothing” or “Innovations Subscribers Don’t Need.” In Germany, despite … The goal of this step is to figure out which tools we need to track the data in our Measurement Plan. Third-party trademarks, logos, and trade names appearing on the site are the property of their respective owners. SaaS (Software as a Service) has changed the landscape for both end users and vendors and leveled the playing field in a big way. For this guide, we’ll focus on setting up a solid foundation. Access to commonly acceptable reference architecture to ensure compliant SaaS implementation. 1. [This section of the Project Implementation Plan describes the support hardware, software, facilities, and materials required for the implementation, as well as the documentation, necessary personnel and training requirements, outstanding issues and implementation impacts to the current environment. 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. Thinking about moving to the cloud? PMM is a set or a combination of guidelines, practices and tools which Some features require an organization to opt-in, while others may be pushed automatically. Manage Benefits Enrollment and Administration. You can find templates for tracking plans directly from Mixpanel, Segment.com and Amplitude. This thesis focuses on studying Project Management Methodologies (PMM) in SaaS (Software as a Service) deployment projects. SaaS Enablement, Implementation SaaS (software as a service) Implementation refers to the tasks that must be completed to successfully enable a SaaS offering in a cloud computing environment. The goal is for your team to use the data. For example, you may not have a referral program in place, so you can skip that stage and come back to it another time. 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 There are a number of reasons why businesses would want to implement SaaS. 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 … Assigned implementation project manager to oversee all aspects of SaaS technical and security compliance implementation. We help clients to automate, transform, and optimize their business processes. The implementation plan is used by the deployment team to do the deployment. 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. 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. As it turned out, their developers were quite capable—they just needed better instructions. D.I.G. SaaS products … After making every mistake imaginable, we now know what it takes to implement a data strategy successfully. We’ve learned through our clients and our internal implementation that change management is vital for end user adoption and acceptance. We help clients to automate, transform, and optimize their business processes. Implementation planning is a key step in any software development project plan. Some thrive on change while others resist and cling to what’s comfortable – the old process or technology. Most companies tend to start at this stage. Let’s start with Discover: defining the list of metrics and KPIs that you should track. Take into account the 8 important SaaS implementation tips above so that we get the most value from our new software. 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. We have tested and refined this methodology over the past three years across more than 40 projects. 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. 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. process is meant to be run over and over again. 4. I’ll explain the categories and a few popular recommendations. Missed our live webinars. For our clients who have a solid foundation in place, we work on more advanced ideas and exercises. The best way to plan a project is to deconstruct it. Hopefully we are now ready to make our own SaaS implementation plan. If you followed the previous steps properly, this should be pretty straightforward. 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. The Grow step is the dessert of our meal. As a ConversionXL reader, you can get it all at practicoanalytics.com/conversionxl. One PM has been using a handy model to clearly outline the types of work that need to be done by both IT and the business in order to activate most SaaS packages. 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. Each team member must actively engage, connect, and remain a consistent participant to achieve succ… Maximize the most of your cloud platform investments. I send a weekly newsletter with what's on my mind on this stuff. Thinking about moving to the cloud? Get the latest insights and trends on enterprise cloud platforms. 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. 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. While the technology serves different business processes, it’s a SaaS implementation all the same. There are different frameworks out there, but we like Pirate Metrics since it aligns quite well with how SaaS products are built and marketed. Software implementation is a daunting task—no doubt about it. Most of the project management tools are designed to address project planning problems, and they address this requirement very well. Other SaaS domains Business process and technology design and implementation to support the adoption of enterprise cloud applications across a wide set of functions including e-commerce, content management, billing, and more. We realized that the lessons we learned from over 200+ SAP SuccessFactors implementations could also be applied to our internal implementation. We help clients to automate, transform, and optimize their business processes. 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. constant innovation via product enhancements, Download Top 10 Reasons for Moving to SaaS Now. This guide is meant to help you go from zero to analytics proficient as quickly as possible. Extend and modernize your legacy applications. 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. Download Solution and Services Data Sheets. During the implementation task, a step-by-step plan is drafted for implementation of the changes in the production systems. Learn more about our current partnerships. Trouble is, a significant percentage…, You have your CRM, web analytics, email marketing tool, payment processors, survey tools and so…, Do you need to be a big company and need large volumes of traffic to be data…. 10 Recent Neuromarketing Research Studies (and Their Real-World Takeaways), First app open (first step of the funnel), Sign-ups into the free trial (happens at the end of the onboarding). AltaFlux Corporation is an enterprise cloud technology consulting services firm. We recommend that, at a minimum, you do three things: That’s it. cuting a successful implementation project of Simphony will be listed along with time-lines and tasks. Receive insights and trends once a month in your inbox. Hi, I'm Peep Laja—founder of CXL. (I could write a whole post on how to fill one out.) How to Prepare for Your SaaS Implementation, Upgrading to SAP SuccessFactors PMv12 Acceleration, AltaFlux Corporation Sponsors SAP SuccessFactors’ SuccessConnect 2016. 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.. Helpful research insights for building your business case. While SaaS provides businesses of all sizes a cost-effective alternative to buying and maintaining their own infrastructure such as a contract management system… Put blinders on everything else. Here are a few to consider: One final point: Consider these advanced ideas only after you get the basics right. As the team grew and our needs changed, we decided to implement another SaaS offering, Office 365. Read on to boost your team's confidence and create a blueprint for future projects and roll-outs. 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. TrainingEveryone learns at their own pace and may have different learning styles. We’ll also give you some advanced ideas at the end of this post for those who are ready. Before you start building your Microsoft Project Plan for a CRM implementation, you must have a clear definition of the project. This field is for validation purposes and should be left unchanged. Note: These guidelines assume that solution requirements have been determined. Before you finish, take some time to think about training and deployment. 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. No worries. The project will include two appendixes: a gantt chart and a breakdown of tasks required in the different phases of the project. AltaFlux Corporation is an enterprise cloud technology consulting services firm. Terminology SaaS Software as a Service POS Point of Sale SLA Service level agreement SOA Service oriented architecture [Rant]. We help you solve your most significant and complex business challenges. Data is the life blood of any SaaS company. One of the most common mistakes that we see companies make is skipping this step and assuming they already know what they want to track. Change Management & End User AdoptionWhat good is an implementation if no one adopts the technology? Looking for your next stop in your career journey? Zero in on your core need. SaaS enablement can occur through a self service provisioning system for simple applications that are typically made available via public clouds. In the Software as a Service (SaaS) approach, applications are delivered over the Internet in the form of service. Let’s finish by going back to the company I mentioned in the first example. 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. We have expertise in leading Enterprise Cloud Platforms, such as SAP SuccessFactors, Dell Boomi, Microsoft PowerBI, WorkForce Software, and Benefitfocus. We’ll help you get access to the insights you need to grow your SaaS business. However a successful project is 20% good planning and 80% good execution, and therein lays the problem with traditional project management tools. When was the last time you heard of ISDN (Integrated Services Digital Network)? 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. We all have our comfort zone. Project managers who manage new implementations use project plans to document the project’s tasks This is typically called a “tracking plan” and outlines all the technical details that your development team needs to take care of. We know the ins and outs of what makes our client’s SaaS implementations successful and recently had to channel that knowledge while we executed our own transition from Google Apps to Microsoft Office 365. Getting the first two steps right made the final one a breeze. A special note on segmentation: This is where the magic of data happens, so spend some time thinking about this component. Especially in North America, this communication standard has never been popular. One of the main issues companies need to tackle during the software implementation planning phase is system or software legacy. 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. The main KPI is the overall conversion rate through the funnel (e.g. We track three types of segmentation: Some stages may not be relevant to your company right now. 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. The document looks like this for each stage: We start with the business questions that we want to answer. Managed and On-Demand Support options to run your cloud platforms. Most SaaS providers offer consulting services to help configure offerings to achieve customers' objectives. Remember, a project is a temporary effort that has a defined beginning and end. They translated that into a technical tracking plan, which their development team implemented.

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