Kickoff

Testing/Validation

Planning

Training

Pilots/Blueprint

Integration

Blueprint/Build

Live Checkpoints

QBR

Internal / Other

Current State

(Conversation which speaks to the current state of how adoption is approached)

A is for Adoption

Going beyond the Admin

• Attended EHS Meeting offering support to all attendees.

Review the Data

• Look at the records in the system to determine usage, this allows CSM to know which modules need attention.

Review the Data with Client

• Review the data with the Client. Provide a screenshot of the Platform’s overall performance. Discuss modules with low adoption.

Goal

• Quick Win

• Future State

• 30-Day Increase Adoption

• Continued Upward Trend in Adoption

Data

• Where

• What

• When

Where

• Where can the adoption data be found?

  • Power BI Adoption Report!

What

• What information is provided?

  • #number of logins

  • #number of unique logins

  • #number of records created in the modules

When

• When is this information updated?

  • ~ around 12th of each month

• When is it appropriate to share this information?

  • during checkpoint calls

ApplicatIon

• Duck Duck Goose

  • Select 3 clients for 30 day goal

  • Identify clients that need attention ASAP

• 30 Day Goal Client

  • Client 1: LRS

  • Client 2: TBD

  • Client 3: TBD

• Future State Goal Client

  • When selecting a client, consider:

  • Clients that are marked as “Needs Attention” and up in renewal next 2 quarters.

Application

• The Game Plan

  • The Conversation

  • Set a Goal

  • Do the Work

  • Wins

The Conversation

• Provide a screenshot of adoption performance and have a conversation.

• Identify goals where adoption performance is low.

• Create action items to achieve goals and monitor and discuss on checkpoint

• Celebrate all wins and increase in adoption or identify opportunities.

Application

Quick Win

1. Prepare Birdeye View of Adoption to call clients.

2. Prepare talking points on the data provided in the view.

3. Meet with the Admins to have a conversation on Adoption

4. Provide a Broadcast Message for the Admin to send to User

(Hope this will lead to additional logins in the system)