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Step 7:  Reserve Time To Customize

Getting the right data structure in place before you start importing your data will increase the value right off the bat.

- Melanie Bell, Co-Founder at Strategic Piece

It’s tempting to rush a new tool out, but buyer beware!  Your team will be more likely to adopt it when it’s working well and when they can learn it and run with it.  So, take the time to set it up correctly to match it to your company operations & workflows.  An integrated software stack also gives you ability to collect the data and track your KPIs which will ultimately allow you to assess ROI.  Don’t be afraid to ask for external support to ensure that a tool is set up in the best possible way for your unique company’s goals, process, and culture.

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