CHANGE MANAGEMENT
BEST
PRACTICES FOR
SOFTWARE
IMPLEMENTATION Apty.io
Introduction
If you’re preparing to adopt new enterprise software, like Oracle, Salesforce,
Workday or Netsuite, you can make the process easier by following these 5-
change management best practices.
• Implementing new enterprise software is not as simple as flipping a switch.
• Many executives fail to properly plan and execute the core technology and software
change.
Overview
1. Develop a Plan
2. Involve Leadership
3. Communicate Frequently Across Multiple Channels
4. Monitor Your Progress
5. Provide the Right Training and Support
6. Software Change Management Hack
1. Develop a Plan
Software implementation doesn’t happen overnight, and it doesn’t happen without a plan. Your
implementation plan should include:
• Evaluating your team, processes and IT structure.
• Installation and Customization of the Software - what’s needed to customize the software to your
business? Will you hire an implementation partner?
• Testing and System Integration - what existing systems will the new software need to work with?
• Training - how will you train users on the new software?
• Transition and launch - when and how will you go live with the new system?
Develop a Plan (continued)
• At each step, consider what if any disruptions will occur to your ongoing work.
• Disruptions may occur because some systems may be offline during installation or because key
staff members will need to be in training sessions.
Plan for what it is difficult while it is easy, do what is great while it is small
- Sun Tzu
2. Involve Leadership
Leadership team needs to be supportive of the new software implementation. Employees will follow the
lead of their managers and executives.
Leaders can support the change management process by:
• Being vocal supporters of the change.
• Frequently communicating the vision and importance of the change.
• Eliminating obstacles (staffing, budgets, approvals).
3. Communicate Frequently Across Multiple Channels
“Communication is the key to successful change management”
Employees will be naturally resistant to change. They may fear that the new software will eliminate their jobs or be
too hard to learn.
Frequent communication can help alleviate some of these concerns. When communicating about the new
software, you should:
• Focus on the benefits and how it will make employees jobs easier.
• Explain why the change is needed and how it supports business growth.
• Be open, honest and answer questions.
• Avoid making it seem like everything is changing. Discuss company culture, business and processes that will
remain the same after the implementation.
4. Monitor Your Progress
If someone asks how your implementation is going, you should be able to do more than shrug your
shoulders and throw your hands up in the air. Monitor your progress by looking at several key metrics:
• Milestone deadlines - are you meeting project milestones on time?
• Training - what percentage of users have completed training on the new system?
• Performance - is the software functioning properly?
• Issues - where are users struggling with the new system? What are your most frequent support tickets
and calls related to the new system?
5. Provide the Right Training and Support
• If you’re monitoring your progress, it should make it easier to provide the right training and
support.
• Utilize what you’ve learned from your monitoring to provide training in the area's employees are
struggling the most.
• Don’t expect employees to retain everything they learned in training sessions, unless someone
does something daily, they’ll struggle to retain the information they learned.
• Employees will need continuous training and support long after your official rollout is complete.
6. Software Change Management Hack
Well Yes! There is a hack to get all your employees happy and adapt to the change quickly.
Make the new product/software adoption easy for them!
How?
Leverage Apty!
With Apty's expert, real-time guidance, your employees never waste time or energy leaving the
screen, watching time-consuming video tutorials, or pouring over manuals and FAQ pages.
Apty quickly onboards employees by providing step-by-step on-screen guidance to your employees -
eliminating the need for costly, ineffective training programs, resistance to adapt new software.
Wish to make new software
adoption easy for your employees?
TRY APTY
Useful links
• 8-Step Change Management Process for
Software Implementation
• 4 Key Elements of Change Management
Communication
• 4 Tips for Conquering Change Management
Challenges

More Related Content

PDF
How to adopt construction technology in 6 steps
PPT
How to implement an ATS smoothly? - TalentPool
PPTX
Introduction to Puppet Enterprise- 01/19/2016
PPTX
Self Assessment To The Rescue - Vinay Kumar, Scrum Bangalore 21st Meetup
PPTX
DevOps by DevOpSolution
PDF
Diana Urban - Introducing easymate
PPTX
Quality Not Compromise; Best Practices for Automated Testing
PPT
Meritech Intro
How to adopt construction technology in 6 steps
How to implement an ATS smoothly? - TalentPool
Introduction to Puppet Enterprise- 01/19/2016
Self Assessment To The Rescue - Vinay Kumar, Scrum Bangalore 21st Meetup
DevOps by DevOpSolution
Diana Urban - Introducing easymate
Quality Not Compromise; Best Practices for Automated Testing
Meritech Intro

What's hot (20)

PDF
Ten Things To Consider in Your Year-End Tool Evaluation | SoGoSurvey
PDF
Bug first Zero Defect
PDF
Effective Agile Metrics, Cuneyt Gul
PDF
Improve Troubleshooting Efficiency
PPTX
6 Easy Ways to Incentivise Factory Staff who are doing Repetitive Tasks
PDF
_2015_End Users (1)
PDF
Karma Notes_Brief_STC
PDF
Developing A Facilities Vision - California Savings Summit 2013
PPTX
Global supply chain business plan & matrix - july 2013
PDF
3 Tips for Streamlining Your Appointment Scheduling Process
PDF
IMPROVING EQUIPMENT PERFORMANCE
PPTX
Panviva Presentation 5.19.10 Final To Client
PPTX
Dynamic website design
PDF
Dit yvol3iss17
PPTX
5S Program with Matt Hansen at StatStuff
PPTX
Visual control final presentation
PPTX
Training Solution for MNC
PPTX
Solving Refining & Petrochemicals Workforce Development Challenges with Perfo...
PDF
The Leaders Guide to Getting Started with Automated Testing
PPTX
Zero defects
Ten Things To Consider in Your Year-End Tool Evaluation | SoGoSurvey
Bug first Zero Defect
Effective Agile Metrics, Cuneyt Gul
Improve Troubleshooting Efficiency
6 Easy Ways to Incentivise Factory Staff who are doing Repetitive Tasks
_2015_End Users (1)
Karma Notes_Brief_STC
Developing A Facilities Vision - California Savings Summit 2013
Global supply chain business plan & matrix - july 2013
3 Tips for Streamlining Your Appointment Scheduling Process
IMPROVING EQUIPMENT PERFORMANCE
Panviva Presentation 5.19.10 Final To Client
Dynamic website design
Dit yvol3iss17
5S Program with Matt Hansen at StatStuff
Visual control final presentation
Training Solution for MNC
Solving Refining & Petrochemicals Workforce Development Challenges with Perfo...
The Leaders Guide to Getting Started with Automated Testing
Zero defects
Ad

Similar to Change management apty (20)

PPTX
Change mangement
PDF
We Trained You Why Didnt You Learn A Case Study In Change Management
PPTX
issues in change management.pptx
PDF
SAP and Change Management
PPTX
Agile Coaching Change Management Framework.pptx
PPTX
The Change Management Framework - Apty.pptx
PPTX
The Change Management Framework - Apty.pptx
PDF
Change management in Software Engineering
PPT
Change Management 2004
 
PDF
7 Strategies for Leading a Successful Change Management Initiative.pdf
PPTX
EcO9Op-aTUGDvTqfms1BCg_22992a0fc216492c830c65c38b2610f1_Change-Management-Fra...
PPTX
Change Management.pptx
PPTX
Change Management.pptx
PPTX
4.3.2 A project manager’s role in change management.pptx
PPTX
first part -Change-Management-Framework 1.pptx
PPTX
Change Management Framework presentation
PPT
Change management
PPTX
Change management flowwork in detail pesentation.pptx
PPT
Advice On IT Implementations
PDF
Understanding the Management of Change for ERP Implementation.pdf
Change mangement
We Trained You Why Didnt You Learn A Case Study In Change Management
issues in change management.pptx
SAP and Change Management
Agile Coaching Change Management Framework.pptx
The Change Management Framework - Apty.pptx
The Change Management Framework - Apty.pptx
Change management in Software Engineering
Change Management 2004
 
7 Strategies for Leading a Successful Change Management Initiative.pdf
EcO9Op-aTUGDvTqfms1BCg_22992a0fc216492c830c65c38b2610f1_Change-Management-Fra...
Change Management.pptx
Change Management.pptx
4.3.2 A project manager’s role in change management.pptx
first part -Change-Management-Framework 1.pptx
Change Management Framework presentation
Change management
Change management flowwork in detail pesentation.pptx
Advice On IT Implementations
Understanding the Management of Change for ERP Implementation.pdf
Ad

Recently uploaded (20)

PDF
Kishore Vora - Best CFO in India to watch in 2025.pdf
PDF
income tax laws notes important pakistan
PDF
Ron Thomas - Top Influential Business Leaders Shaping the Modern Industry – 2025
DOCX
Hand book of Entrepreneurship 4 Chapters.docx
PPTX
2 - Self & Personality 587689213yiuedhwejbmansbeakjrk
DOCX
Center Enamel Powering Innovation and Resilience in the Italian Chemical Indu...
PDF
Daniels 2024 Inclusive, Sustainable Development
DOCX
FINALS-BSHhchcuvivicucucucucM-Centro.docx
PPTX
Board-Reporting-Package-by-Umbrex-5-23-23.pptx
PDF
Family Law: The Role of Communication in Mediation (www.kiu.ac.ug)
PPTX
IITM - FINAL Option - 01 - 12.08.25.pptx
PPTX
CTG - Business Update 2Q2025 & 6M2025.pptx
PPTX
Project Management_ SMART Projects Class.pptx
PDF
THE COMPLETE GUIDE TO BUILDING PASSIVE INCOME ONLINE
PDF
533158074-Saudi-Arabia-Companies-List-Contact.pdf
PPTX
TRAINNING, DEVELOPMENT AND APPRAISAL.pptx
PDF
Susan Semmelmann: Enriching the Lives of others through her Talents and Bless...
PDF
Robin Fischer: A Visionary Leader Making a Difference in Healthcare, One Day ...
PDF
NEW - FEES STRUCTURES (01-july-2024).pdf
DOCX
Center Enamel A Strategic Partner for the Modernization of Georgia's Chemical...
Kishore Vora - Best CFO in India to watch in 2025.pdf
income tax laws notes important pakistan
Ron Thomas - Top Influential Business Leaders Shaping the Modern Industry – 2025
Hand book of Entrepreneurship 4 Chapters.docx
2 - Self & Personality 587689213yiuedhwejbmansbeakjrk
Center Enamel Powering Innovation and Resilience in the Italian Chemical Indu...
Daniels 2024 Inclusive, Sustainable Development
FINALS-BSHhchcuvivicucucucucM-Centro.docx
Board-Reporting-Package-by-Umbrex-5-23-23.pptx
Family Law: The Role of Communication in Mediation (www.kiu.ac.ug)
IITM - FINAL Option - 01 - 12.08.25.pptx
CTG - Business Update 2Q2025 & 6M2025.pptx
Project Management_ SMART Projects Class.pptx
THE COMPLETE GUIDE TO BUILDING PASSIVE INCOME ONLINE
533158074-Saudi-Arabia-Companies-List-Contact.pdf
TRAINNING, DEVELOPMENT AND APPRAISAL.pptx
Susan Semmelmann: Enriching the Lives of others through her Talents and Bless...
Robin Fischer: A Visionary Leader Making a Difference in Healthcare, One Day ...
NEW - FEES STRUCTURES (01-july-2024).pdf
Center Enamel A Strategic Partner for the Modernization of Georgia's Chemical...

Change management apty

  • 2. Introduction If you’re preparing to adopt new enterprise software, like Oracle, Salesforce, Workday or Netsuite, you can make the process easier by following these 5- change management best practices. • Implementing new enterprise software is not as simple as flipping a switch. • Many executives fail to properly plan and execute the core technology and software change.
  • 3. Overview 1. Develop a Plan 2. Involve Leadership 3. Communicate Frequently Across Multiple Channels 4. Monitor Your Progress 5. Provide the Right Training and Support 6. Software Change Management Hack
  • 4. 1. Develop a Plan Software implementation doesn’t happen overnight, and it doesn’t happen without a plan. Your implementation plan should include: • Evaluating your team, processes and IT structure. • Installation and Customization of the Software - what’s needed to customize the software to your business? Will you hire an implementation partner? • Testing and System Integration - what existing systems will the new software need to work with? • Training - how will you train users on the new software? • Transition and launch - when and how will you go live with the new system?
  • 5. Develop a Plan (continued) • At each step, consider what if any disruptions will occur to your ongoing work. • Disruptions may occur because some systems may be offline during installation or because key staff members will need to be in training sessions. Plan for what it is difficult while it is easy, do what is great while it is small - Sun Tzu
  • 6. 2. Involve Leadership Leadership team needs to be supportive of the new software implementation. Employees will follow the lead of their managers and executives. Leaders can support the change management process by: • Being vocal supporters of the change. • Frequently communicating the vision and importance of the change. • Eliminating obstacles (staffing, budgets, approvals).
  • 7. 3. Communicate Frequently Across Multiple Channels “Communication is the key to successful change management” Employees will be naturally resistant to change. They may fear that the new software will eliminate their jobs or be too hard to learn. Frequent communication can help alleviate some of these concerns. When communicating about the new software, you should: • Focus on the benefits and how it will make employees jobs easier. • Explain why the change is needed and how it supports business growth. • Be open, honest and answer questions. • Avoid making it seem like everything is changing. Discuss company culture, business and processes that will remain the same after the implementation.
  • 8. 4. Monitor Your Progress If someone asks how your implementation is going, you should be able to do more than shrug your shoulders and throw your hands up in the air. Monitor your progress by looking at several key metrics: • Milestone deadlines - are you meeting project milestones on time? • Training - what percentage of users have completed training on the new system? • Performance - is the software functioning properly? • Issues - where are users struggling with the new system? What are your most frequent support tickets and calls related to the new system?
  • 9. 5. Provide the Right Training and Support • If you’re monitoring your progress, it should make it easier to provide the right training and support. • Utilize what you’ve learned from your monitoring to provide training in the area's employees are struggling the most. • Don’t expect employees to retain everything they learned in training sessions, unless someone does something daily, they’ll struggle to retain the information they learned. • Employees will need continuous training and support long after your official rollout is complete.
  • 10. 6. Software Change Management Hack Well Yes! There is a hack to get all your employees happy and adapt to the change quickly. Make the new product/software adoption easy for them! How? Leverage Apty! With Apty's expert, real-time guidance, your employees never waste time or energy leaving the screen, watching time-consuming video tutorials, or pouring over manuals and FAQ pages. Apty quickly onboards employees by providing step-by-step on-screen guidance to your employees - eliminating the need for costly, ineffective training programs, resistance to adapt new software.
  • 11. Wish to make new software adoption easy for your employees? TRY APTY
  • 12. Useful links • 8-Step Change Management Process for Software Implementation • 4 Key Elements of Change Management Communication • 4 Tips for Conquering Change Management Challenges