During the month of November, I attended a webinar by Nexus to discuss AP automation deployment. This nine-step deployment strategy was a well-thought-out process that I wanted to pass on to you. Of course, adaptations may be necessary but the outline below may help avoid some pitfalls.
Step 1) Get Everyone on the Same Page
The objective needs to be clearly identified and everyone must agree on the objective.
Step 2) Establish an Implementation Team
Companies often pull together the “go-getters,” those who are the problem solvers. However, these may not be the best people to have on the implementation team. Consider the following questions when designating members of the team.
- What type of knowledge will be needed?
- Who has time to work on this?
- Will duties need to be shifted?
Make sure one person from each stakeholder group be included on the team and ensure that IT and front-line staff are represented. Keep in mind, it is not about the size of the team as much as ensuring the team is made up of the correct people. You will want to make sure you select individuals who can get along with one another. Personality issues can leave an implementation dead in the water or create extra headaches. [Read more…]