TaskRay

Top Tips for Fostering User Adoption

The article provides detailed strategies for fostering user adoption of new processes using TaskRay, including creating a unified understanding of benefits for users and the organization, involving stakeholders early, forming user focus groups to gather input and address challenges, leveraging support teams for feature implementation, and motivating adoption through incentives and competitions.

Change is hard and it can be challenging to get buy-in for adopting a new process. Here are some top tips for fostering user adoption:

Unified understanding of the process using TaskRay

  • Discuss how users and the organization benefit from using TaskRay. For example:
    • Using templates gives users and customers a voice through Template Performance View, highlighting if there are unrealistic expectations for project timelines.
    • Provides understanding of user workload.
  • Consider what it means for the organization as a whole to have the information provided.
    • The process helps the company make more informed decisions, benefiting everyone involved.
  • Get support from users, process owners, and executives for the new process.
    • Start early and involve stakeholders from the beginning.
    • Get executives excited with reports and data.

Start a user focus group

  • Identify champions and ask them to work with users who are struggling with the new technology.
  • Get user input on project creation to incorporate what helps them with their day-to-day activities.
  • Review TaskRay feature releases as a team to determine which new features will be most useful and how to implement them. Use your CSM or Support team for help.
  • Identify areas for improvement. If there is a pain point, ask your TaskRay CSM for ideas on how to improve the process. If you have an idea for a new feature, share it via the Ideas Forum.

Offer user incentives or make adoption a competition

  • Set aside a budget for incentivizing everyone to adopt the new process. For example, reward the employee with the most tasks updated—this can be tracked with a simple report using the TaskRay Task object filtered by modified date.
  • Make it a competition and recognize contributions and efforts in adopting the new process.

Try these tips to get your team on board!