Success plan to help you with your adoption journey
Download our success plan template and start planning your adoption journey.
Communication checklist
Here's a checklist of things you might need to tell to your users to ensure the best experience:
- New phone number including when they can start using the service.
- How to order a compatible headset if they don’t already have one.
- Details of existing phone number including when it'll be switched off.
- Reminder to copy contacts and voicemails from their existing phone.
- How to make and receive calls with information on advanced features for those who need it.
- How to set personal settings such as personal greetings, and favourite phone numbers.
- Reminder to update email signatures and all places their phone number is promoted.
- How to ensure their mobile app updates with calling capabilities.
- How to access training to get the most out of the service.
- Who to contact for support.
Top tips from our user adoption experts
Top tips:
Identify what the change means for users – Understand and communicate how the new solution will impact users' daily routines and workflows.
Create awareness – Ensure users are aware of the upcoming changes and the reasons behind the switch to the new service. Ensure you use the right communication channels to inform your users, so they don’t miss the message.
Provide step-by-step instructions – Offer clear, step-by-step guides on how to get started with the new solution.
Share learning resources – Provide links to tutorials, webinars, and other resources that help users learn how to use the service.
Remind users of updates – Keep users informed about updates and new features through prompts and notifications within the app.
Highlight key features – Emphasise the most relevant features that will enhance users' productivity and collaboration.
Offer hands-on demos – Conduct live demonstrations or virtual sessions to show users the new system in action.
Set up a support network – Establish a network where users can seek help, including dedicated support teams and peer-to-peer assistance.
Collect feedback – Gather user feedback and make improvements based on their suggestions to show their input is valued.
Celebrate milestones and wins – Acknowledge and celebrate key milestones, such as successful deployment phases or reaching user adoption goals. Recognise individuals and teams who are leading the way.
- Gamification – Implement a points system where users earn points for completing training modules, attending demos, or providing feedback, with recognition for top performers.
Hear from experts on the importance of a people first, technology second strategy.
Read our guidelines for effective user adoption strategies:
