technology best practices: the when, why how for implementing technology solutions
TRANSCRIPT
Technology Best PracticesThe When, Why and How for Implementing Technology Solutions
#TechBestPractices
Think of your association as if you’re building a house
#TechBestPractices
FOUNDATION
FRAMEWORK
PLUMBING
FURNISHING
Is your association considering implementing a new piece of technology to…?
New Technology: Benefits of Implementation
STREAMLINEStreamline operations
CROSS-FUNCTIONALIncrease cross-functional visibility & efficiency
AUTOMATIONAutomate manual
processes
STRATEGYBring new programs or
strategy initiatives to life
01
02
03
04
#TechBestPractices
1. Is there a clear understanding of what the end goal is?
2. Are all impacted departments represented?
3. Are you including chapters, affiliates or other stakeholders?
Project Team & Plan:Hit the ground running
#TechBestPractices
Ask yourself…
1. Are staff complaining about manual tasks?
2. Are you prone to errors that require hours of costly clean up?
3. Has there been increasing concern around data and payment security?
Gap Analysis: Where are YOU feeling the pain?
#TechBestPractices
Ask yourself…
1. How much is the pain costing your association?
2. Does the pain outweigh the costs of the proposed solution?
3. Do you have other implementations or large projects going on?
Timing: When is it right for YOUR association?
#TechBestPractices
Consider…
1. Is there another association that has faced a similar challenge?
2. Does the new technology play nicely with your current systems?
3. Have you thought about change management?
Selection: Finding the right vendor partner
#TechBestPractices
Implementing: Measuring progress & reporting
KEY METRICS01
02
03
ACCOUNTABILITY02
OWNERSHIP03
#TechBestPractices
Keep in mind…
1. Perception is everything
2. Different audience, different message
3. Pilot with beta testers – do it!
4. Adoption is the real indicator of success
Change Management: How are you transitioning?
#TechBestPractices
Ask yourself…
1. Did it address the pain points you identified?
2. Are people using it?
3. Is it benefiting (or tasking) areas of your association that you hadn’t anticipated?
Launch & Beyond: Did the technology do what it was supposed to?
#TechBestPractices
Best Practices
Strategic ObjectivesAdd firepower to the solution by aligning with strategic objectives.
#TechBestPractices
#TechBestPractices
PartnerOnce you’ve decided on timing, vetting
out a trusted partner is the next step.
DiscoveryBe sure to complete a discovery process with users to uncover specific needs and document scope for your project.
#TechBestPractices
Assessment & FeedbackDo team gut checks often and get feedback from users.
OwnershipOnce you identify your internal champion,
what resources across the organization will they need to leverage to be successful?
PilotHave a small, diverse sampling of chapters pilot the solution.
#TechBestPractices
Adoption & Change Management Use communications specialists and people with
strong relationships throughout association.
Strategy: Embrace technology as a strategy
Increased productivity
Predictable transparency
Greaterorganizational effectiveness
Quicker & more accurate processing
Steady cash flow & quality data
#TechBestPractices
248.273.0074 | [email protected] | [email protected]
www.billhighway.co
#TechBestPractices
Questions?