During the warmer months, many of us have our holidays front of mind. Others, however, are using the typically slower pace to implement and roll out new technology.
Here’s why:
- Reduced Workload and Staff Availability
During the summer months, many of us experience a natural slowdown in operations. This reduced workload provides an excellent opportunity for software deployment, as it minimises the impact on daily operations.
- Enhanced Training Opportunities
With fewer urgent projects and deadlines, employees can dedicate more time to learning and mastering new software. Training programs can be more thorough and less rushed, ensuring that staff are well-prepared to use the new tools effectively. Train a few super users to help roll out to staff that may be on holiday. A good provider will provide training once a month for new subscribers so you can minimise the impact and roll out as you go.
- Improved Client Experience
Clients appreciate a seamless and professional experience, which can be enhanced by new, efficient software. Implementing this in the summer ensures that by the time clients return from their holidays and begin focusing on their estate plans again, your practice is running smoothly with the new system.
- Opportunity for Pilot Testing and Feedback
If it will be a particularly large roll out to lots of users, the summer slowdown offers a valuable opportunity to conduct pilot testing and gather feedback before a full-scale rollout. Starting with a small group of users helps identify and address any issues, ensuring the software is fine-tuned and ready for broader implementation. This iterative approach can lead to a more polished and reliable system when it goes live for the entire team.
- Positive Adoption
A lot of people find change difficult, implementing software during the summer when workloads are less challenging makes the experience more pleasant. This enhances morale and creates a positive experience that helps speed up adoption.
These factors explain why many firms choose to implement software during the summer months. It offers reduced client activity, enhanced training opportunities, alignment with strategic planning, and a positive environment for change. By leveraging the slower pace of summer, you can ensure a smooth transition to new software, setting your practice up for improved efficiency and client service in the busy months ahead.