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Few tips for the rollout of Silverbucket

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When acquiring a new tool, the benefits and advantages of a new software are not necessary the only factors that might interest the buyer. It might also be interesting to know how the new tool will be implemented to be part of the project management routine. Or maybe you have already made the purchase decision and you are wondering how to execute the rollout. Here are few tips and guidelines how to take the first steps with Silverbucket. 

From a technical point of view, the rollout is simple. We can create the environment within a day. Of course, preparing the environment for production use requires always some amount of effort and configurations but there are two ways to add data: either you add manually people, projects and customers to the environment or bring the basic data with a separate import Excel.

The definitions and execution of integrations are usually done after the rollout, if ever. Integrations may not be necessary as it is easy to add new people, projects and customers in Silverbucket. If integrations become indispensable, the definition, possible costs and schedule are agreed separately with the customer. The most common objects that are being integrated are people, project, customer and realized hours data. 

Naturally within smaller organisations the rollout is more straightforward than in bigger organisations. To get started with, one longer training session (about 2h) is usually enough to kickstart the implementation successfully. After that the Silverbucket main users will be the first support contact for the users and they can organize internal trainings. A bigger organisation might require few training sessions but the main idea is the same. The clients have their own Silverbucket main users who help internally in the use of Silverbucket. If needed, we can give some tips on how to train new Silverbucket users.

The bigger the group of users, the more carefully one should plan the trainings and rollout. One should consider the training that Silverbucket offers, ponder internal trainings and workshops and put more effort on training, supporting and follow-ups in the beginning. One good advice is to compile your own rules on how to use Silverbucket in your organisation. The rules can be listed and written down to a single page Word document. When you have planned and executed well the kickoff, it will have a wide positive effect to the rollout.

We recommend to test and try how the different user rights work in the trial phase so it is easier to make needed configurations when it is time to make the environment ready for the production use. It is also a good base for discussion on how to use the tool and creating the guidelines. As a default, Silverbucket offers three different user right models: base user, full rights and admin. 

When you have chosen Silverbucket as your project resource planning software, don’t worry, you won’t be left alone with the tool. We will help and support you to have a successful rollout. If you want to discuss more how to implement the tool within your organisation, you can contact your Silverbucket contact person or our Sales sales@silverbucket.com / tel. +358 40 680 6860.


Download the pdf and get the rollout tips to yourself: “Succeed in the rollout of Silverbucket”

09/05/2017

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