Optimize Software Onboarding: Transition During Off Season
Key Takeaways
- Begin software demos and onboarding during the busy season to prepare for a smoother transition in the off season.
- Going live in the middle of the dead season provides time for your team to work through any software kinks.
- Switching software during busy periods can ensure your team is well-adjusted and ready for the next high-activity phase.
- Adopting new systems during busy seasons helps maintain operational efficiency and readiness for future demands.
Transcript:
Speaker: There’s never a perfect time to do anything. I would say the sooner you get a chance to demo the software, switch over, and move into onboarding, you do things during busy season so that during the off season you can have the time to actually work through everything. That would be my piece of advice.
Once you’re going into off season, you want to have been signed up and starting the onboarding so that you go live in the middle of dead season. This way, you can work out any kinks that might be there with your team operating and switching over. Then you can hit the busy season already having been operating for a few months.
That would be my suggestion to other pros, which is to be ahead of the curve, which sometimes means doing things during the middle of busy season.
FAQs
When is the best time to demo and onboard new software?
The best time to demo and onboard new software is during the busy season, allowing you to go live in the middle of the off season. This approach gives your team ample time to adjust and resolve any issues before the next busy period.
Why should you switch software during the busy season?
Switching software during the busy season ensures that by the time the off season arrives, you’ve already started onboarding. This strategy prepares your team to be fully operational and efficient by the next busy season.
What is the main advantage of going live during the off season?
Going live during the off season allows your team to work through potential kinks and become accustomed to the new software, ensuring a smoother operation when the busy season arrives.
How does starting onboarding during the busy season benefit operations?
Starting onboarding during the busy season helps your team to be familiar and comfortable with the new system by the time you hit the next busy season, thus enhancing operational efficiency.
What is the key advice for software transition timing?
The key advice for software transition is to begin during the busy season so that you can go live in the off season, allowing adequate time for your team to adapt.
