Once you've tested your workflow, configured your site and set up reports, it is time to add the lifeline of your business to Scoro—your team. We recommend planning your transition to the new way of working carefully, as effective onboarding is the secret to the successful adoption of any new system.
In this article, we'll discuss key considerations for an effective onboarding strategy. The next two articles will focus on training and ongoing support.
Pick a Scoro Champion from your team
To ensure a smooth transition to Scoro, find a Scoro Champion within your team. Consider team members who are tech-savvy and have a keen interest in Scoro, or project managers who will use the system in dynamic ways and get the most benefit from it.
This way, you will have someone to help with the transition and support for other colleagues.
Decide on your go-live strategy
The next step is determining the appropriate go-live strategy for adopting Scoro. Customers typically choose one of the three options:
- Instant go-live: You expect your team to start using Scoro right after the final training session and immediately eliminate all legacy systems.
- Gradual go-live by clients: You decide to manage only several clients in Scoro at first. As the team learns the ropes of the system, the rest of the client work is added gradually.
- Gradual go-live by functionality: You only start using a particular set of functionalities or bring specific teams on board first. For example, first, add only sales processes, then add the Delivery team and finally, the Finance team.
By deciding your go-live strategy, you can set clear expectations for your team regarding when they should begin using Scoro, and coordinate your training sessions to align with that schedule.
Share learning resources
The learning resources you create will depend on various factors, such as your go-live strategy and whether users must learn independently or participate in the team training. Typically, these resources consist of a combination of Scoro's learning materials and additional guides specific to your business. Let's take a closer look at the Scoro resources you can use:
- Project management in Scoro: an overview
Share this video with all users to provide a high-level introduction to the platform.
- Reporting in Scoro: an overview
Share this video with executive, finance and project management teams, who are interested in Scoro's reporting functionality.
- Getting started guide for admins and champion users
Share these self-onboarding materials with the nominated Scoro Champions, such as site admins or project managers.
- Getting started guide for all users
Share this with all Scoro users who will track and manage their time and tasks in Scoro.
When you start using Scoro, you might also want to tweak some of your processes to make sure everything is standardized, and your data is organized in a way that'll help you make better decisions. So preparing company-related resources for self-led learning or upcoming team training is helpful.
You could create some training materials that cover things like why and how to use activity types, which services to use when making quotes, what task bundles are there to automate work, and so on. Here are some ideas for resources you could create before introducing Scoro to your team:
- A presentation outlining the reasons behind the transition to Scoro and the expected value of the switch that you could discuss as you initiate the training period.
- A written guide that outlines your expectations for how Scoro should be used within your team.
- Any materials necessary to aid your team before, during and after the training sessions. These can be worksheets, written guides or videos.
- For larger businesses, it is worth compiling team-based learning resources, e.g. onboarding materials for the sales team, finance team and more.
Once you're ready to organize team training, check out the next article in this Getting Started section, where we share some team training tips.