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Steps for successful software implementation

By Mirja Hukill, Head of Client Services, farmerswife

Wed 26, 05 2021

After the decision is made to implement a new software product in an organizational structure, or for an individual end-user, we must make sure that the implementation is a smooth and structured process and that all key users are getting involved, to minimize the risk of rejection.

Good change management and planning reduces the risk of failure of a new system. While the main concern may be to achieve a business alignment from the organizational view, it also requires work to get acceptance from the future users.

Below we outline the main steps of farmerswife software implementation. These steps can be completed in different ways according to the desired method:

  • Parallel – the new software is implemented parallel to an existing system and will be replacing the existing system at a certain point.
  • Phased – the new system will replace an existing system gradually and in smaller steps.
  • Pilot – a pilot group will be using the setup before, then switching to the live system.
  • Direct – the new software is directly going live without phasing out the old system.


1. Preparation and Planning

Good preparation is very important for the successful implementation of a new business software.  Goals should be determined along with the objectives the new systems needs to fulfil. Our team of experienced Product Specialists will guide you in this initial step.

2. Knowledge Transfer

Implementing a new system can also be an opportunity to study and review current workflows, as well as implementing new processes that will be identified during this period. The more detailed the practices and business processes are described, the better we will be able to understand and help tailor the database setup to these needs.

In addition to a workflow analysis it is useful for the Product Specialists to understand the rate structure and services that are offered by the the client and also review price lists and rate cards. Depending on the different modules that are going to be used (Budgeting/Quoting, Invoicing), details and examples of quotations, invoices, reports are useful to setup and comply the objectives.

Together with the client we’ll setup a call to review the information and discuss how to best setup the database.

3. Database Configuration and Installation/Setup

Depending on the purchase model we’ll either send all the information and installer for local installation or we’ll prep your cloud hosted system and send login information.

After installing the farmerswife Server and Client application it is time to set up the database with Users, Equipment, Machines, Contacts, Rates etc. Ideally you get your hands on the system as soon as possible, to be closely involved in the object setup and further configurations. This is usually done as 1-1 sessions with your Project Manager, followed by specific tasks for you to continue with until the next session.

4. Implementation and Workshop/Training

Software on-boarding is technically speaking the phase where users are being trained in successfully using the new software. It is also to guide through the implementation and supporting all users every step of the way.

Once the basic workflows have been discussed it’s time to get together for an implementation workshop. Whether we’re going to do this online, onsite or offsite, ideally most of the setup has been done before the workshop takes place so we can focus on the actual functionality of the system; practicing the established daily workflows and making smaller adjustments which come up during that training. Ideally the main workflow changes have been discussed beforehand.

5. Post training follow-up

After the workshop and defined go-live date our product specialists are in close touch to make sure you have a smooth start in using farmerswife. We’ll setup goals, milestones and regular follow up meetings until you’re fully up and running.

Please let us know if you have any questions on the above! We love to help you setup your farmerswife system just the way you need it and we do this a lot so don’t hesitate to ask!

Don’t hesitate to contact us! 

We at the farmerswife support team are happy to help you with any questions you might have. We are just an email or a phone call away!

Want to learn more about farmerswife? Check out our upcoming Webinars!

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