4 Key Success Factors to Consider, Before Your Project Kickoff

4 Key Success Factors to Consider, Before Your Project Kickoff

4 Key Success Factors to Consider, Before Your Project Kickoff

Written by Anne LaBoissonniere, CSM at Nubik


You are now ready to start implementing your Cloud SaaS Solution promised to fix all your problems. Well, not all your problems, but perhaps some business software related ones!

A great way to start is assembling a team of champions to ensure your business requirements are clearly defined.

We’ve put together 4 key success factors for our customers to help them prepare their software implementation project with us.

They will give you an edge in ensuring your project’s long-term success:

  1. Define Clear Objectives and Desired Outcomes
  2. Write Down your Business Processes
  3. Assign Dedicated Resources and a Project Team
  4. Start Building a Communication Plan


Before I start describing what each entail, this list can be applied to any industry or solution. However, it does focus on Cloud SaaS Software Solutions.

Let’s start:

  1. Define Clear Objectives and Desired Outcome

This may seem like I’m stating the obvious, but please bear with me. We often see objectives such as “Improve Customer Experience”. This is a valid objective but is very broad and could apply to multiple solutions and businesses.

We recommend starting with top priority challenges today, and why you’ve chosen to implement this particular software solution.

Defining clear and SMART objectives give you a headway in defining your KPI’s. KPI’s in turn are easier to attach to a specific metric and report on progress. They also help in building reports and dashboards you’d like in your environment.

Most importantly it gives insight to our Expert Consultants, so they can provide the best approach in tailoring the solution to your specific needs.

  1. Write Down your Business Processes

Understanding and communicating your business processes is one thing but having to map them out is another.

This is often an issue and can be cumbersome when going through a major digital transformation.

… You’ve purchased new software to consolidate your systems and your customer data.

… You hired new people or acquired a new business.

… Certain positions and roles are yet to be filled.

… So many changes to consider…

Still, you know what needs to get done to achieve your objectives and the key areas you’ve targeted for improvement.

Getting things on paper, such as activity flow by role, approval process, reporting needs, product hierarchy, can help us better understand the unique aspects of your business. We can then recommend ways to best configure the platform to your specific needs following best practices.

This is a critical and important step in understanding how you do what you do. How each system is connected together or not. Only then can our Experts propose avenues to improve those processes and configure a solution that meets your unique needs.

  1. Assign Dedicated Resources and Project Team

Depending on the size and complexity of the project, you may need a dedicated Project Manager to manage internal resources on your end. The basic rule is if you question the need, then it’s a definite yes.

You may also consider a Steering Committee to allow stakeholders not involved in the day-to-day of the project to maintain visibility and be part of major decisions from unforeseen changes.

We also recommend having at least 1 Salesforce Administrator for every 35-50 Salesforce licenses.

  1. Start Building a Communication Plan

Probably the most overlooked and difficult.

Why? Change is hard. Most people don’t like change. When implementing a new software solution, it – usually is – a good thing. However, it can be scary for some users, if they don’t understand how the solution will help them in their daily activities, or worst think they will lose their jobs.

Building a Communication plan is key to avoid any change angst or negative reactions. You need fully engaged employees to ensure user adoption of your solution to achieve your desired outcome.

There are so many things I could talk about here but will leave that for another post. Here are a few points to get you started:

  • Dedicated Resource. You need a person dedicated to the task of defining this communication plan, have them be part of the project team so they have the overall picture of what the project entails and how it will change the way employees perform their daily tasks.
  • Get your Leaders Involved. Internal communications build bridges between employees and leaders. Involving your executives in the communication shows the entire company that this is important and helps create buzz in a positive way.
  • Create a Dialogue. Giving the opportunity for employees and users to be part of the conversation helps capture feedback before, during and after the project and help you define the appropriate action plan to put in place. For example, you may need to prepare training programs for new functions and roles.

You need fully engaged employees to ensure user adoption of your solution to achieve your desired outcome.

When going through a major change, communication efforts should really double-up. Don’t be afraid to over-communicate. It hurts less than under-communicating.

In Conclusion

Your Partner is there to support you, and help you get started and configure the software solution you have purchased following to your needs.

However, it does require your involvement and availability throughout the project as well as additional responsibilities and activities. These need to be planned and executed prior, in parallel and after launch to ensure success and to achieve your objectives.

Want more tips like these?

These quick tips are meant to get you started (and thinking about) your project success.

Have a Question? Drop us a line, we’re ready to help.
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Hi, this may be interesting you: 4 Key Success Factors to Consider, Before Your Project Kickoff! This is the link: https://www.nubik.ca/blog/4-key-success-factors-before-project-kickoff/