A guide to successful XTRF implementation

If you follow our blog faithfully, you have already learned what XTRF implementation looks like. It is good to know the basics of the process, but the next thing to consider is how to proceed to get the most out of it. Hopefully, this set of tips will help you to ensure the XTRF implementation is as smooth and beneficial as it can (and should!) be.

Prepare a dedicated team

The XTRF implementation is not exactly a walk in the park – it requires a great deal of work on both XTRF’s and Client’s side. As such, it is worth making sure you have a team that is able to devote time to this process and has the necessary skills and knowledge to deal with the challenge.

A person responsible for the implementation on your side should know your company and its daily routines from the inside out. XTRF (as a tool) can be tailored to suit your needs, but we would like to get to know them from a reliable source. Being tech-savvy is a great trait to have too.

In some cases, we also recommend having your own IT specialist, especially if you plan to use the CAT tool integration. If you wish to host XTRF on your own server – then it is a must-have.

Follow the project plan…

Every project manager knows how important it is to the success of a project to set clear goals, prepare a realistic schedule and keep track of the progress. It is no different here.

During the entire duration of the implementation, you will have constant access to the regularly updated project plan with a list of tasks to be completed, their planned timeframe and a list of closed tasks. On this basis, you will always be able to see what has already been done, assess the amount of work remaining and plan your team’s availability in advance.

…but not at all costs

While the project plan is a handy reference material used to guide you through the process, it is worth remembering that it is not set in stone.

Some tasks can cause more difficulties than others, and some can be finished ahead of time – our project plan takes this into account and leaves room for adjustments.

Sometimes it is tempting to stick to the plan regardless of the circumstances, but in the long run, it is always better to stop and rethink the current approach when something unexpected happens,

Learn, practice and test

We provide the dedicated user trainings as a part of the implementation. In addition, each of them is recorded and available for later use. Remember to focus during sessions with our product experts, don’t hesitate to ask any questions that may come to your mind and don’t be afraid to put your newly acquired knowledge into practice. Practice makes perfect!

Successful implementation is not possible without thorough testing – this cannot be stressed enough. The better you work through this period, the more you will be satisfied with the final result – this allows for last adjustments to be made before XTRF is deployed for production and to make sure you know the ropes and feel prepared to use the system in real-life scenarios.

Trust our experience

A new tool means new opportunities – and during the implementation, it is our job to help you seize them. This can be treated as a chance to revise your processes using the capabilities of the new system or to clean up your database of clients and vendors during the import part – everyone likes new beginnings!

You will have the opportunity to cooperate with trainers who have implemented XTRF in a dozen or several dozen companies, and so they have seen the application of the system in various practices – why not try to put their experience to work for your benefit?

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Mateusz Magdziarz
Implementation Project Manager at XTRF. He helps people to get familiar with XTRF and cares about the high quality of implementation service.
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