Step 4:  Get Company Buy In

For a process or workflow to be effective, the people who use it must embrace it.

- Scott Nguyen, Co-Founder and CEO of 17TeraWatts

A new workflow or process could be designed theoretically and technically perfect, but if the people in your company don’t follow it, it’s doomed for failure.  Many times, new processes that come out of the blue and are forced down from the top can lead to low adoption. Over 40% of CRM implementation failures are attributed to lack of user adoption.  Engage your colleagues or staff early, asking them their opinion on what’s currently working, what’s not, and how it could be better.  Not only will you learn details that you can use to improve your new workflow, but they will be a champion of it once it’s implemented.