5 Questions to Ask Your Project Management Vendor About Implementation

5 Questions to Ask Your Project Management Vendor About Implementation

Steve Pogue

Implementation is a unique time in the user/vendor relationship.

It is the first time that a company gets to prove what it claimed in the sales process and it is the first time that the user gets to test those claims in a real, live environment.

Future success is defined at implementation. That’s why it is so important to diligently question your next project management vendor about its on-boarding and implementation process.

The goal of this article is to arm you with questions that will help you determine how dedicated the vendor is to your early and long term success and how easy (or hard!) implementation will seem to be.

1 – Do you have an implementation plan? Can you walk me through a standard onboarding?

Straight forward right?

What this question will do is ensure that A) a standard plan is already in place, and B) the company is thinking about your long term success by getting started right away.

Bonus question: Ask if the vendor has any resources to detail the process so you can share it with your boss or team

If your vendor sounds shaky or doesn’t have a straight enough answer for you… abort, abort!

2 – How long does implementation take? When can I expect my team to be fully on board?

This is a hard one because the real answer is “it depends”. On its own, “it depends” may not sound sufficient enough but it should be backed up confidently with an explanation of what the standard implementation is (see question #1), typical timeframes, support resources, etc.

If you hear an exact number, you are being misled. Companies that know how to do implementation right know that it takes time and effort from both sides. Implementation could take a week, or a month or two. It really all depends on your process, your schedule, and your willingness to put in the time and effort to learn and adopt.

3 – What learning and support resources will my team have?

You want to make sure that your team has access to as many support resources as possible when ramping up. For implementation, that specifically means one on one training, group training, on-demand videos, phone support, email or chat support, and user communities if the software is on the more complicated side.

4 – Who will be our point person or trainer?

A positive sign of an implementation process is having a dedicated representative that is your trainer and your go-to for any questions. The value of developing that relationship is immeasurable.

5 – What ongoing costs should I expect?

Your initial admin training might be covered at the beginning of your contract, but most companies will either roll your training costs into the monthly fee or cap your dedicated one on one time to a certain number of hours. After that cap is reached, you may have to purchase an add-on support package to continue the expert support.

The best companies at implementation and continued success offer free training and support to all customers. Read more about project management costs here.

The Workzone Implementation Process

Starting on Day 1, all customers are assigned a product specialist dedicated to teach, instruct, and guide you and your team through your Workzone experience. Your first call with your new product specialist is a strategy session to map out your implementation so that we customize the training to your team as much as possible.

Unlike other project management software, Workzone’s product specialist stays with you for the length of your contract. For no extra fees, you and your team can use the specialist for training or quick calls.

Implementation questions? Book a meeting today to learn more about Workzone’s implementation process and our project management software.

Steve Pogue is the Marketing Operations Manager at Workzone. He writes about project management tips and the buying process. When not at Workzone, you can find him playing vintage base ball or relaxing with his family at home.