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How to get your employees to use your SaaS solutions
Software adoption
Index
The problem of adoption
3 recommendations for employee adoption
Case study: ITM Platform Teambot
Activation of ITM Platform Teambot
Functionalities
The problem of adoption
General diagnosis
The problem of adopting Enterprise software:
Users:
• Do not use prescribed solutions
• Use alternative solutions (IT shadowing)
CTO ≠ user
72% of CTOs consider adoption is the 1st success factor
for the implementation of SaaS
Sandhill
43% of CTOs recognize the threat IT Shadowing
Forrester
80% of users abandon enterprise mobile apps after a
single use
Boston International
Some statistics
General diagnosis
“All friction creates disenchantment and excuses
for abandonment”
The demise of software
adoption
3 recommendations
Recommendation 1: User-centrism
The theorem of user-centrism
users = customers
UX research = success
employees = users
Artist:Albert Ruiz Villar
Recommendation 1: User-Centrism
To ensure the use of a solution, focus on end users:
• Who are they?
• How are they different from you and from each other?
• What do they need to do their work and what do they actually ask?
• What are their actual usage patterns and how do they differ from what the new way?
Methodologies worth a shot:
• Focus groups
• Ethnography
• EX Journey mapping
The Employer eXperience Hypothesis
(EXH)
The product
The solution
The behavior
The benefit
describe the SaaS solution of your choice
How will the product be a fix
describe the process
describe the expected benefits
Recomendation 2: Simplicity
• State your EXH
• Test with a small group
• Track and document friction:
• Obstacles
• Advantages
• Frustrations
• Focus on incremental improvements
• Gradually expand to the rest of the organization
Simplicity
The simplicity mantra
“No solution will solve every problem.
Simple solutions are easier to adopt and generate
fewer problems in the long run.”
Recomendation 2: Simplicity
Recomendation 3
Targeted Integration
Instead of forcing users to move to a new environment, adding new
layers of complexity and friction:
Go to the environment where the user already is.
Precautions:
• Striking a balance between integration and simplicity
• Discard the panacea of complete integration
• Respect existing workflows
Case study:
ITM Platform Teambot
ITM Platform Teambot
Project and Portfolio
Management
Team communication
Slack for collaboration
Searchable Log of All Communication and Knowledge
How is information organized?
• Teams>Channels
• Direct messages
Slack for collaboration
Searchable Log of All Communication and Knowledge
Why does Slack stand out?
• Easy to use
• Comfortable
• Less formal
High adoption rate
Low dropout rate
 Centralized information
 Effective communication
 Tangible
Slack for Project Management
Tips:
• Create one channel per project
• Create posts at the start of each project
• Pin important messages
• Add constraints to informal reporting
Slack’s “Slack for Project management” guide
• Program and portfolio management
• Agile and classic projects
• Resource management
• Costs and Revenue
• Risk management
• Integrated with JIRA,
Slack, Zappier
ITM Platform: functionalities
ITM Platform Teambot
Value to team members:
• Recall tasks and projects
• Report hours
• Status
• Add comments
ITM Platform Teambot is the ITM Platform app on Slack
The Teambot EXH
The product
The solution
The behavior
The benefit
ITM Platform Teambot
Increase daily use of ITM Platform for Project
reporting
Reporting actions from Slack – no login!
+ ROI for SaaS investments
Advantages of ITM Platform Teambot
Trigger all user actions by simply typing the /itmplatform command family
BENEFITS
• Visibility of responsibilities
• Saving time and processes
• ITM Platform projects are linked with Slack
• Synergies with other apps
• Balance between formal and informal reporting processes
Activation of ITM Platform Teambot
Connection process for non-customers
1. Create team on Slack.com
2. Go to the Teambot page in the Slack directory
3. Click on ‘visit site’
4. Subscribe with ITM Platform
5. Follow the authorization process
Note:
Emails on the Slack team must match with ITM Platform users.
Functionalities
1. Recall assignments
Click for the animation
2. Report task hours
Click for the animation
3. Progress
Click for the animation
4. Comunication
Click for the animation
5. Help & Support
Help
Function: Command instructions
Syntax: /itmplatform help
Support
Function: Send feedback to our
team
Syntax: /itmplatform feedback
Get the latest ITM Platform news and articles directly from:
itmplatform.com/en/blog/
Follow us on social media for more updates
…or visit our website at: itmplatform.com/en
References
Articles and presentations
Employee Experience Journey Mapping Workshop
http://www.slideshare.net/DesigningCX/employee-experience-journey-mapping-workshop-slides
ITM Platform Teambot, or how to put users in focus
https://www.itmplatform.com/en/blog/itm-platform-teambot-or-how-to-put-users-in-focus/
5 reasons why you should use Slack in your office
https://www.itmplatform.com/en/blog/5-reasons-you-should-be-using-slack-for-team-collaboration/
Slack for Project Management
https://get.slack.help/hc/en-us/articles/218130338-Slack-for-project-management
ITM Platform Teambot
Listing on the Slack app directory
https://itmplatform.slack.com/apps/A2T8A5GHM-itm-platform-teambot
Teambot trial
https://www.itmplatform.com/en/landing-pages/itm-teambot-a-slack-integration/
Activation Instructions
https://helpcenter.itmplatform.com/hc/en-us/articles/212540289
Commands tutorial
https://helpcenter.itmplatform.com/hc/en-us/articles/213514709

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Software Adoption - How to get your employees to use your SaaS solution

  • 1. How to get your employees to use your SaaS solutions Software adoption
  • 2. Index The problem of adoption 3 recommendations for employee adoption Case study: ITM Platform Teambot Activation of ITM Platform Teambot Functionalities
  • 3. The problem of adoption
  • 4. General diagnosis The problem of adopting Enterprise software: Users: • Do not use prescribed solutions • Use alternative solutions (IT shadowing) CTO ≠ user 72% of CTOs consider adoption is the 1st success factor for the implementation of SaaS Sandhill 43% of CTOs recognize the threat IT Shadowing Forrester 80% of users abandon enterprise mobile apps after a single use Boston International Some statistics
  • 5. General diagnosis “All friction creates disenchantment and excuses for abandonment” The demise of software adoption
  • 7. Recommendation 1: User-centrism The theorem of user-centrism users = customers UX research = success employees = users Artist:Albert Ruiz Villar
  • 8. Recommendation 1: User-Centrism To ensure the use of a solution, focus on end users: • Who are they? • How are they different from you and from each other? • What do they need to do their work and what do they actually ask? • What are their actual usage patterns and how do they differ from what the new way? Methodologies worth a shot: • Focus groups • Ethnography • EX Journey mapping
  • 9. The Employer eXperience Hypothesis (EXH) The product The solution The behavior The benefit describe the SaaS solution of your choice How will the product be a fix describe the process describe the expected benefits
  • 10. Recomendation 2: Simplicity • State your EXH • Test with a small group • Track and document friction: • Obstacles • Advantages • Frustrations • Focus on incremental improvements • Gradually expand to the rest of the organization Simplicity
  • 11. The simplicity mantra “No solution will solve every problem. Simple solutions are easier to adopt and generate fewer problems in the long run.” Recomendation 2: Simplicity
  • 12. Recomendation 3 Targeted Integration Instead of forcing users to move to a new environment, adding new layers of complexity and friction: Go to the environment where the user already is. Precautions: • Striking a balance between integration and simplicity • Discard the panacea of complete integration • Respect existing workflows
  • 14. ITM Platform Teambot Project and Portfolio Management Team communication
  • 15. Slack for collaboration Searchable Log of All Communication and Knowledge How is information organized? • Teams>Channels • Direct messages
  • 16. Slack for collaboration Searchable Log of All Communication and Knowledge Why does Slack stand out? • Easy to use • Comfortable • Less formal High adoption rate Low dropout rate  Centralized information  Effective communication  Tangible
  • 17. Slack for Project Management Tips: • Create one channel per project • Create posts at the start of each project • Pin important messages • Add constraints to informal reporting Slack’s “Slack for Project management” guide
  • 18. • Program and portfolio management • Agile and classic projects • Resource management • Costs and Revenue • Risk management • Integrated with JIRA, Slack, Zappier ITM Platform: functionalities
  • 19. ITM Platform Teambot Value to team members: • Recall tasks and projects • Report hours • Status • Add comments ITM Platform Teambot is the ITM Platform app on Slack
  • 20. The Teambot EXH The product The solution The behavior The benefit ITM Platform Teambot Increase daily use of ITM Platform for Project reporting Reporting actions from Slack – no login! + ROI for SaaS investments
  • 21. Advantages of ITM Platform Teambot Trigger all user actions by simply typing the /itmplatform command family BENEFITS • Visibility of responsibilities • Saving time and processes • ITM Platform projects are linked with Slack • Synergies with other apps • Balance between formal and informal reporting processes
  • 22. Activation of ITM Platform Teambot
  • 23. Connection process for non-customers 1. Create team on Slack.com 2. Go to the Teambot page in the Slack directory 3. Click on ‘visit site’ 4. Subscribe with ITM Platform 5. Follow the authorization process Note: Emails on the Slack team must match with ITM Platform users.
  • 25. 1. Recall assignments Click for the animation
  • 26. 2. Report task hours Click for the animation
  • 27. 3. Progress Click for the animation
  • 28. 4. Comunication Click for the animation
  • 29. 5. Help & Support Help Function: Command instructions Syntax: /itmplatform help Support Function: Send feedback to our team Syntax: /itmplatform feedback
  • 30. Get the latest ITM Platform news and articles directly from: itmplatform.com/en/blog/ Follow us on social media for more updates …or visit our website at: itmplatform.com/en
  • 31. References Articles and presentations Employee Experience Journey Mapping Workshop http://www.slideshare.net/DesigningCX/employee-experience-journey-mapping-workshop-slides ITM Platform Teambot, or how to put users in focus https://www.itmplatform.com/en/blog/itm-platform-teambot-or-how-to-put-users-in-focus/ 5 reasons why you should use Slack in your office https://www.itmplatform.com/en/blog/5-reasons-you-should-be-using-slack-for-team-collaboration/ Slack for Project Management https://get.slack.help/hc/en-us/articles/218130338-Slack-for-project-management ITM Platform Teambot Listing on the Slack app directory https://itmplatform.slack.com/apps/A2T8A5GHM-itm-platform-teambot Teambot trial https://www.itmplatform.com/en/landing-pages/itm-teambot-a-slack-integration/ Activation Instructions https://helpcenter.itmplatform.com/hc/en-us/articles/212540289 Commands tutorial https://helpcenter.itmplatform.com/hc/en-us/articles/213514709