Preparing for Implementation
Whether you're implementing GoldFinch on your own or with the help of a GoldFinch Implementer, there are several key steps you can take to ensure a smooth and successful implementation.
1. Assign a Dedicated Project Lead
The Project Lead will work closely with the GoldFinch Implementer or internal staff to coordinate all project activities.
This person should have a deep understanding of your business and will take an active, hands-on role throughout the implementation.
The Project Lead will also be responsible for coordinating the activities of other team members, ensuring that the project remains on track.
For smaller companies with less complex implementations, the Project Lead may also serve as the Super User.
2. Consider a Steering Committee or Executive Sponsor
Depending on the size of your company and the complexity of the implementation, you may want to establish a Steering Committee or assign an Executive Sponsor.
Typically, this involves key finance, IT, or other executives who guide the project and help resolve critical issues and roadblocks.
The Steering Committee or Executive Sponsor also serves as a champion for the project, helping to rally the organization and prepare users for the upcoming changes.
3. Appoint Super Users
Super Users will play a vital role in the implementation, assisting with system testing, training, and documentation.
These individuals may also take on roles in change management and communication, helping to drive adoption and facilitate a smooth transition.
In addition to the Project Lead, having at least one Super User will ensure broader coverage across various departments.