Use this guide when you have chosen a new tool and need everyone to start using it properly. Most new software fails through patchy adoption rather than missing features. Have the tool set up, a named owner and time in the team's diary for short training sessions.
Step by step
Name an owner and set a goal
Choose one person to own the rollout and be the go-to for questions. Write one sentence describing what success looks like, such as all quotes created in the new tool from a set date.
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