After all of that planning and hard work, you finally flip the switch. Your system is up, running, and live! Users begin entering data, editing records, generating reports, etc. It's officially "on," and just when you think you can put your feet up on your desk and toast to smooth sailing: your phone rings, your email pings, and Teams messages start pouring in.
…and so it begins – life after you go live.
As a system administrator or owner, you have a lot of stuff flying your way. If you look at the examples above, you can break those items down into some basic categories, such as:
We've all lived through days where we feel like we're flying by the seat of our pants. A plan brings necessary structure to the chaos, which ultimately helps us remain in control of all that's on the go.
Let's dive into how to craft a post-live plan so that you can manage each of these essential categories with confidence.
When users talk about the issues they run into, it often comes in varying degrees: vague, quite vague, and super vague. Combat this by insisting on a consistent format for submissions. Whether it's a form or a structured email, the point here is to ensure the user is providing as much detail as they can.
In a previous article, we talked about seven tactics for managing user feedback. To break down the basics:
A system with inconsistent and unreliable data is like having an electric car with no battery. It's not going to get you very far!
Like it or not, it's part of your role to ensure there are checks and balances in place to keep data organized and free of errors. Here are a few simple tricks you can implement to help battle data demons.
Repeat after me: training is not a one and done. (Repeat it to yourself.)
Just because you created one video on "how to create an invoice" doesn't mean the team who needs that information will remember it when the time comes.
Here are some tips to help keep training materials front and center.
Each of these could be an article in and of itself. There are plenty of things you can do to manage your environment after it's launched, but it takes time, effort, and a plan.
One final recommendation: take each of these headers and brainstorm what you could do to implement effective practices for that topic right now. You'll be amazed how much you can come up with if you take some time to think it through!
There are certainly other areas of importance when responsible for a CRM system. What areas do you see as crucial to manage as an admin? What other items do you think should be on this list? What tips and tricks do you have? Need help thinking it through? Contact C5 Insight at to discuss how we can support you through it.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.