Kickoff

Testing/Validation

Planning

Training

Pilots/Blueprint

Integration

Blueprint/Build

Live Checkpoints

QBR

Internal / Other

Overview

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

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 to Adoption

Data

• Where

• What

• When

Missing Modules

• Incident Management

Power BI Adoption available clients.

Applicaton

• Duck Duck Goose

• The Game Plan

  • The Conversation

  • Set a Goal

  • Do the Work

  • Wins