Process and System Design: A Key Component for a Successful Implementation

Going through a software selection process and implementation can be challenging at best, downright frustrating at its worst.
There are many software vendors to choose from, countless design considerations, and infinite interactions end users will have - all of which need to be diligently scrutinized at every step of the way. These three components are intricately related, each stacking on top of one another as in the pyramid below.




The “secret sauce” to any successful CPM implementation is choosing a solution and creating an implementation that take into consideration all three components . We recommend giving special attention to the solution design and the involved processes – the very core of the pyramid – since this is what connects end users to the newly implemented software.

Following are four guidelines to ensure an implementation is designed for success:

  1. Walk before you run. Implementations offer many opportunities to enhance current workflows, and at CCH Tagetik, we actively encourage our customers to take advantage of their potential. However, it is critical to prioritize these opportunities and to deliver them in stages. In other words, we recommend breaking down an implementation into phases to deliver quick wins and to introduce the user population to the system sooner than later. This approach assures end-user adoption with opportunities for enhancements and tweaks in later phases.
  2. Stay involved! Identifying and allocating internal resources to the implementation project is key for short- and long-term success.The most successful customers are actively engaged during the design and build portions of the implementation. Not only do they share the ins and outs of current business challenges, these engaged customers also learn the product on a deeper level than can be done with online tutorials or training sessions. By gaining this product knowledge early on, customers quickly learn how to apply functionality and best practices to other business challenges!
  3. Include multiple stakeholders in the JAD. With a solution as flexible as CCH Tagetik, a focus on implementation design is vital to delivering quick wins and long-term strategic benefits. That’s why we start each implementation off with a joint application design session in order to create alignment between the customer and the CCH Tagetik team in terms of business requirements. Participants leave this one- or two-day session “speaking the same language” and with a prioritized list of current and future priorities. By including multiple representatives from different areas of the business in the JAD session, customers can expand the system’s benefits and often realize new efficiencies that were not part of the original scope.
  4. Leverage our industry expertise. The professional services team at CCH Tagetik brings more to the table than diligent note-taking. Of course properly documenting requirements is a staple of any software implementation. However, the real value we bring comes from our experience in your industry. We speak your language, we understand your pains and we can help provide answers. Our professional services ecosystem will challenge your team on certain approaches when appropriate, suggesting newer or better alternatives as a way to improve current processes.

Too many companies spend most of their time on solution selection and not nearly enough time on the solution design and implementation. As you go through the selection process and your list of potential vendors shortens, your questions should start to shift away from the product (or the technology) and focus more on design and implementation.

A good question to ask is, “Are we spending as much time considering the solution design and the implementation process as we are on the software we select?” If you realize you’re not, we encourage you to hit pause and invest some quality time on the other two components of the pyramid for success.

Do you want to know more on implementation success?  See my previous blog! 


"Three Ways to Win Your End UserS"


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