Tag Archives: Project Management

What to Know When You’re Implementing a New Tech System

When I’m not implementing systems for my org, you can find me struggling to paddle somewhere.

If you’ve noticed I’ve been MIA the past 2 weeks…here’s the scoop.

I am neck-deep in a system migration right now, thanks to the shutdown of our online ticketing system. (If the phrase “Desk to Service Cloud” means anything to you, reach out. You’re likely a Salesforce admin doing the same thing, so we can commiserate together! 😅)

Anyways.

Any database manager will tell you that when it comes to implementing a new system, seamless-ness is next to godliness . If no one complains on launch day, then you knocked it out of the park. That’s my goal.

But that kind of success takes TONS of work. Between the coordinating, pivoting & maneuvering involved, I promise you…it almost doesn’t matter if this is your first implementation or your fifth. Things are bound to crop up regardless, and if there’s one thing I’ve learned, it’s that you’ve got to get comfortable thinking on your toes.

Which brings us to this list. From my personal experience, here are 11 truths you’ll need to get onboard with before moving forward with that system.

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5 Reasons To Start Documenting Your Work Today

If you won the lottery and left your job tomorrow, would your org be able to pick up where you left off?

If you’re thinking NOPE, then this one’s for you. Let’s get into it.

When we talk about doing mission-driven work, we hardly ever talk about documenting it. That’s cause when you’re already so busy, this can be a drag! To some, documentation is the grunt work of event-planning with all the thrill of watching paint dry.

Writing this post, I was skeptical that this would even make for an interesting topic.

But we can’t just ignore this topic! Drudgery aside, documentation is key to how we make a lasting impact at work.

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11 Tech Tools to Better Manage Requests

How do you organize your work requests? Have you got your system down?

I’ll be honest: when it comes to task management, I’ve started, abandoned and restarted systems. It’s easy to let ourselves get disorganized when things get chaotic!

But for requests that involve staff (or other constituents), it’s never a good idea to let this slide. You need to proactively capture those needs, stakeholders, and project updates. Otherwise, details slip through the cracks and communication breaks down across teams.

A good process keeps us covered here. We know how to build a framework that guides us in executing requests. We’ve also figured out how our colleagues should reach out to us. Now it’s accountability time: how do we document and manage that process from start to finish?

Grab a coffee. Let’s talk systems.

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How to Create an Intake Process for Staff Requests (Pt 2)

Have you ever spent unnecessary time on a request, all because you & your colleagues weren’t on the same page? *raises hand*

It’s not a great feeling! But that’s what happens when you don’t organize those requests early on. If you write content for your org, create reports, build lists, or do anything that requires even the slightest bit of niche expertise….let’s chat.

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