Whether you work in an office on a team of 10 or are a part of a 150 person remote company, one of the biggest workplace challenges can be getting people to adopt new practices.
To be honest, it would probably be easier to convince some coworkers to get a root canal than give up their beloved yet outdated programs (RIP Windows XP).
Resistance or not, having the right mix of productivity tools at your fingertips makes all the difference when it comes to staying organized and meeting deadlines.
Since we’re all creatures of habit, here are some tried and true methods to make these types of transitions a bit less painful:
#1 Do your research
Imagine this: You spend three weeks diligently adding project codes, client information, and importing historical data to a new program.
The team starts tracking what they’re doing and before you know it, your client is ready for their monthly progress report.
You login to the fancy new tool you’ve been using and uh-oh: they actually don’t offer the reporting structure you need.
A few extra hours drilling down exactly what you need in the research phase of tool selection will minimize your chances of ending up in a sinkhole of despair if you choose a dud.
#2 Try before you buy
Just like doing your research, getting hands-on experience with a tool is a must if you want to ensure the best possible outcome.
You can pick the most feature packed programs around, but you actually have to use these tools religiously to see the benefits (crazy, we know).
So, go ahead – test things out!
See how user friendly it is, determine if it fits with your workflow and check out what integrations are available.
If your team is remote or traveling offsite is a frequent part of the job, see how well the app versions of your chosen programs work, too.
Many services will offer a free trial of their software so take full advantage and take it for test drive – just remember to cancel it if you decide to go in another direction.
#3 Ask the experts
So you’ve done your research, maximized your free trial period and are ready to roll out your shiny new software pick to the entire company.
The only problem – where do you begin?
Even research and free trials can’t always answer 100% of your questions. Maybe your executive team needs 1 on 1 training sessions, you need a large onboarding Q&A session for a satellite office or you want to make sure you set things up in the most efficient way possible.
In those instances, nothing beats personalized support tailored to your team’s exact needs.
A perfect example?
Our Toggl Master program – where you can schedule a phone call, in-person session or customize a consulting package with a Toggl expert to get up and running in the right direction.
You’re about to ask your team to use something every day so set them (and you) up for success from the very start.