Process

Onboard an organization onto the Wecomplish platform

Enable key users to understand, explore and experience the value of our platform in the context of their specific teams. Reach a high level of value experience, usage and autonomy within the organization expending as little time, effort and pain as possible. Take into account and be considerate of individual differences when it comes to motivation and ability to adopt new systems. Maintain onboarding momentum.

Copy to your organization

Designate a champion and explain the process 2

Build a holistic understanding of and confidence in the process. Drive home the importance of the champion role to the success of the implementation.

Understand the theoretical value and map out relevancy 1
  • Build an understanding of the platform.
  • Build motivation for investing time.
  • Uncover where the current (implicit or explicit) team playbook is lacking to inform information type adoption priorities.
Experiment with insight types 1

Decide on adoption. Identify roles expected to contribute to different insight types.

Establish incentives and performance metrics

Decide on and establish tracking of the incentives and metrics we will use to drive and measure success of adoption and use.

Facilitate and evaluate 1

Enable users. Address obstacles. Evaluate success criteria.

Sign off 1

Agree upon the terms for completing the process.