To improve success rate and efficiency, organizing implementations into a project structure is helpful. This can be managed on a task/project board, in a spreadsheet, or using any effective method. As the implementation progresses and customer needs change or grow, the project organization method should be similarly flexible.

It’s important to have transparent timelines, so customers have the correct expectations.

Actionstep can provide some materials that help stay organized, such as the Implementation Checklist and questionnaire.

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