All systems operational

Recommended Rollout Order

Roll out in an order that builds momentum — leadership and managers first, then operations and revenue teams.

#At a glance

DetailValue
AudienceImplementation owner, department leads
Estimated timeProgram-level
Portal areas usedAll modules (sequenced)
AI usedIntroduced per department where available

#Purpose

Sequence teams so leaders model the system and each department builds on the last.

#Business outcome

The organization adopts in a logical order, with leaders setting the example.

#Implementation checklist

1

Start with leadership and managers (they set the rhythm)

2

Roll out Operations and Projects (delivery backbone)

3

Roll out Sales and Support (revenue and service)

4

Add Finance, HR, SEO, and CMS as the org stabilizes

#Dependencies

  • Pilot complete
  • Champions identified

#Risks

Watch for these

  • Rolling out revenue teams before leadership adopts
  • Doing every department at once

#Success criteria

Done looks like

  • Leadership is live and modeling the rhythm
  • Departments go live in sequence
  • Each team has an owner and training

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