A successful rollout is an operational change programme supported by software. Use these checkpoints as discussion prompts, then tailor the plan to your institution.
1. Begin with a clear operational baseline
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
2. Prioritise master data and ownership
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
3. Launch the smallest coherent workflow
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
4. Train by role, not by feature list
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.
5. Review adoption before adding complexity
Define the responsible team, expected evidence and review point for this step. Document decisions so the implementation remains clear as more roles join.