Implementation teams play a critical role in introducing organizations to new systems and solutions. If you’re actively taking steps to improve workflow efficiency and streamline operations, implementation teams could help you to make significant steps forward.

Let’s explore how professional service organizations use implementation teams to unlock the value of workflow automation and management solutions.

How do you create an implementation team?

Once your organization has decided to implement a workflow management system, it is often necessary to create an implementation team to guide your workforce through the integration of this software into core business processes.

Typically, an implementation team is tasked with the following:

• Configuring the software to match the specific needs of the organization.
• Setting up workflows and automating as many processes as possible.
• Customizing the user interface to match the organization’s preferences.
• Training employees on how to use the new software for core processes.

As an intuitive workflow automation platform, StartingPoint can streamline business processes, increase the efficiency of operations and improve the overall quality of your team’s output. We provide professional service businesses with an all-encompassing platform for automating their workflows and boosting their productivity.

When it comes to workflow automation, StartingPoint brings something new to the table. Implementation teams will rejoice at the ease of use and the level of customization offered by our platform. StartingPoint gives professional service teams the opportunity to centralize a broad range of critical business processes.

Creating an implementation team is an important step in ensuring a successful transition to workflow management software. When selecting members for this team, you should identify candidates that are well-versed in the configuration and use of automation solutions.

In addition, it is important to select team members with a strong understanding of existing business processes in your organization.

The best implementation teams have a unique ability to roll up their sleeves and get down to business. They are passionate about maximizing an organization's efficiency. This is why they are prepared to do whatever it takes to help the workforce unlock the potential value of specific software packages.

If you're looking to set up a successful implementation team, start by recruiting individuals who have experience working in professional services organizations. To hit the ground running with a workflow management solution, you must install the right team of professionals to guide your organization through the migration process.

What is meant by an implementation process?

Depending on the software solution in question, an implementation process can vary significantly in duration and difficulty.

Typically, the larger the organization, the longer it will take to integrate workflow automation software. For small or medium-sized professional service organizations with basic business operations, implementing workflow automation software may be relatively straightforward. Ultimately, the potential complexity will vary from organization to organization.

To ensure a smooth transition, an organization's implementation team will work with the software vendor to define a clear set of objectives. This process is broadly known as a project plan. In some cases, liaising with the software vendor isn't necessary as some software solutions are remarkably easy to integrate, such as StartingPoint.

To develop a successful implementation process, the first step is to gather key stakeholders and decision-makers from throughout the organization. These individuals will be in charge of giving input on how the software should be configured to meet their specific requirements.

The next step is to look at the organization’s current state of operations and pinpoint areas where workflow automation may be beneficial. The implementation team will then work with the software provider to set up the platform and get things operational.

Once the solution is in use, it's important to continuously monitor its performance and make customizations as needed. By following this approach, an organization can ensure that it's deriving the maximum value from its investment in a workflow automation solution.

To hit the ground running with StartingPoint, you do not require the support of an implementation team. No matter the size of your organization, non-technical business leaders can quickly get to grips with our intuitive solution and customize various aspects of the platform to meet the specific needs of their workflows.

W have a wide range of resources and support materials to help you on your way. With an exceptional onboarding process, you can begin to unlock value from StartingPoint within an hour. We believe it's vitally important for users to quickly realize the benefits of our workflow automation solution.

What makes a successful implementation?

The effectiveness of an implementation is determined by a variety of criteria, including the size and complexity of the organization, the degree of automation needed, and the availability of internal resources. To reap long-term benefits from workflow automation, organizations must be willing to invest time and resources into the integration of workflow automation solutions.

A lack of resources can impede the success of an implementation process, as can unrealistic expectations about what automation can achieve. It's essential for all stakeholders to be on the same page and have a reasonable understanding of why automation is a progressive move forward for the organization. You must see this as an investment in future sustainability.

The benefits of a successful implementation are numerous and can include:

1. Increased productivity and efficiency: Team members can focus on customer-facing tasks that require their expertise since simple, repetitive activities are automated. As a result, your team is more efficient and productive.

2. Greater accuracy and consistency: Automated workflows result in fewer errors due to the consistent application of rules and processes. This will inevitably improve the overall output of your workforce and increase customer satisfaction.

3. Improved customer service: Automated workflows help businesses to speed up the processing of orders and improve response times to customer inquiries. This leads to a better customer experience and greater customer loyalty.

The successful implementation of workflow automation solutions can have a major impact on an organization. Fortunately, you do not need an implementation team to integrate StartingPoint into your organization. With a robust onboarding process, it's remarkably easy to begin leveraging the potential of our workflow automation and management solution.

Are you ready to take StartingPoint for a test drive? Request a 14-day free trial today.