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Keys to a Winning Digital Adoption Strategy

By Tara Porter
Updated September 20, 2024
Creating a winning digital adoption strategy

You've probably invested a pretty penny in that shiny new software or app. You're expecting big outcomes - increased productivity, better customer service, and streamlined processes. But here's the thing: technology is only as good as the people using it. That's why it's vital to have a solid digital adoption strategy.

The Problems We Face Without a Strong Digital Adoption Strategy

When we don’t have a solid digital adoption strategy in place, we run into all sorts of headaches that can derail our investment in new technology. Here’s what happens when we don’t get it right:

  1. Low User Adoption
    If our team doesn’t see the value or know how to use the new tool effectively, they’re not going to adopt it. That leaves us with an expensive piece of tech collecting dust while everyone clings to their old ways of doing things.
  2. Productivity Hits
    Without proper training and support, people are going to struggle. Instead of making things easier, the new tool becomes a source of confusion and wasted time, which ultimately drags down productivity.
  3. Resistance to Change
    Let’s face it—people hate change. If we don’t manage the transition smoothly, we’ll be dealing with pushback and negativity, making it even harder to get everyone on board with the new system.
  4. Wasted Investment
    We’ve put time and money into this new software, but without a clear adoption plan, it’s all going to waste. We’re not just losing the cash spent on the tool; we’re also missing out on the increased ROI we were hoping for.
  5. Poor Training
    Relying on outdated or generic training methods won’t cut it. If users aren’t getting hands-on, practical help, they’ll feel overwhelmed or lost. And when people don’t feel confident using the tool, performance suffers.
  6. Lack of Communication
    If we introduce new tech without a clear communication strategy, it’s going to cause confusion. People need to know why we’re making the change and how it’s going to help them personally—or they’re just not going to care.

Bottom line: without a proper digital adoption strategy, we’re setting ourselves up for frustration, inefficiency, and wasted resources.

Here are some strategies to make it work:

Keys to a Winning Digital Adoption Strategy

1. Embrace the Chaos

First off, let’s get one thing straight: successful digital adoption is messy. Anyone who tells you otherwise is selling you a fairy tale. People are creatures of habit. They hate change. So, expecting them to embrace a shiny new tool with open arms is, frankly, naive. Our experience? You need to embrace the chaos from the get-go.

As digital adoption experts, we’ve seen it time and again: the more you try to force-feed a new system to users, the more resistance you encounter. It’s like trying to make a cat enjoy a bath.

So, our advice? Accept that things will be bumpy. Plan for resistance and prepare to tackle it head-on with a solid strategy for digital adoption (don't worry, we'll help you with that in a second).

2. Start with Why

When we kick off a digital adoption project, we always start with the “why.” Why is this new tool or system needed? Why should anyone care? We’ve found that when you lay out the benefits clearly—both the big-picture advantages and the personal perks—people are more likely to get on board.

Imagine you’re introducing a new project management tool. Instead of just saying, “It’s going to change how our business operates,” explain how it will cut down the endless email threads and make life easier. When people see the direct benefits, they’re more likely to buy in.

3. The Right Training Makes a World of Difference

Training is the linchpin of successful digital adoption. But don’t get it twisted; training shouldn’t be a monotonous parade of PowerPoint slides and scripted training sessions. As digital adoption experts, we’ve seen firsthand what works and what doesn’t.

Interactive, hands-on training is where the magic happens.

Here’s why: people don’t just absorb information passively—they need to get their hands dirty.

That’s where Digital Adoption Platforms (DAPs) come into play. These offer users in-app support so that they can learn directly within the tool they are using.

For example, VisualSP is a Digital Adoption Platform that provides contextual help by offering step-by-step instructions, interactive walkthroughs, videos, and searchable help articles exactly when and where users need them. Users can access all these resources without ever having to leave the platform they are in.

Get started free with VisualSP today.

More and more businesses are catching on to the effectiveness of DAPs. Gartner predicts that "by 2025, 70% of organizations will use digital adoption platforms within their technology stack to overcome still-insufficient application user experiences."

By making a DAP a vital part of your training strategy, you ensure that users have a knowledgeable guide right at their fingertips.

4. Create Champions, Not Just Users

One of the most powerful strategies we’ve used is creating “champions” within the organization. These are the go-to folks who really get the new system and can help others navigate it.

Think of them as your internal cheerleaders. They’re the ones who significantly increase user engagement by answering questions, offering tips, and making the transition smoother for everyone. We’ve found that having these champions can significantly increase adoption rates.

5. Communication is Key—But Keep It Real

We’ve seen communication strategies that sound great in theory but fall flat in practice. The trick is to keep it real. Don’t just send out an email that says, “We’re implementing a new system. Here’s the user manual.” That’s about as exciting as a wet blanket.

Instead, communicate regularly and in a way that resonates with your team. Share updates, success stories, and practical tips. Be transparent about what’s working and what isn’t. And for goodness’ sake, avoid corporate speak. People appreciate honesty and straightforwardness.

6. Address the Naysayers

Every organization has them—the folks who think the new system is a waste of time. We’ve found that it’s crucial to address their concerns head-on. Ignoring them won’t make them go away. Instead, engage with them. Listen to their concerns and offer solutions.

Sometimes, a little bit of empathy and understanding goes a long way. We’ve managed to turn some of the biggest skeptics into advocates simply by taking the time to address their issues and show them how the new system could actually benefit them.

7. Monitor and Adapt

Once the new system is in place, don’t just sit back and relax. You need to keep a close eye on how things are going. Are people actually using the system? Are there any recurring issues?

We’ve found that regular check-ins and feedback sessions can help catch problems early. This allows us to adapt our strategy as needed. It’s all about being flexible and responsive.

With VisualSP, you can also gather feedback directly from users about their experience with the platform. This real-time feedback helps you understand what’s working well and what needs improvement. By analyzing this data, you can make informed adjustments to your training and support strategies, ensuring they remain relevant and effective.

8. Celebrate Wins

Here’s a little secret: people love to feel appreciated. So, when you hit milestones or achieve notable successes, celebrate them.

We’ve seen it work wonders, from team shout-outs in meetings to more laid-back celebrations like office snacks or casual get-togethers. The key is to make these moments feel genuine and personal. When you take the time to recognize achievements, even the small wins, it boosts morale and reinforces the positive aspects of the new system.

Celebrate the big milestones, like a successful rollout or a major adoption goal. But don’t overlook the smaller victories—like a team member mastering a tricky feature or solving a persistent issue. These moments of recognition can go a long way in keeping everyone motivated and engaged.

By making celebrations a regular part of your adoption strategy, you create an environment where success is acknowledged and appreciated. This not only keeps spirits high but also builds a positive culture around your digital tools.

9. Make It Personal

Every organization is different, and so is every user. We’ve found that tailoring the adoption strategy to fit the specific needs and preferences of your team can be a game-changer.

Instead of a generic approach, take the time to understand the unique challenges and workflows of different departments. Customize training and support to address these specific needs. It’s like a tailored suit versus an off-the-rack one—much better fit!

Digital Adoption Platforms can take personalization to the next level. They allow you to target specific sets of users with content that’s relevant to their roles and responsibilities. For example, you can deliver targeted training modules, in-context help, and relevant tips directly to the finance team, while offering a different set of resources to the sales team.

This way, you’re not only addressing the unique needs of each department but also ensuring that each user gets content that’s pertinent to their day-to-day tasks. It’s a more efficient and effective approach, making the learning experience not just personalized but also deeply relevant.

10. Dive into User Behavior Analytics

To truly understand how your team is interacting with the new system, you need to dig into user behavior analytics. This ensures that you are getting the most out of your technology investments and supports continuous improvement.

For example, with VisualSP, you can track a variety of metrics, including which help items users view, how much time they save, and even session recordings and heat maps. These features let you see exactly how users are navigating the platform and where they might be struggling.

This ongoing process of review and refinement is crucial for maintaining momentum and ensuring that your digital adoption efforts continue to drive value.

11. Be Patient and Persistent

Last but definitely not least, remember that digital adoption is a marathon, not a sprint. We’ve seen companies get frustrated when things don’t go as smoothly as planned. It’s normal for adoption to take time.

Be patient and persistent. Keep reinforcing the benefits, providing support, and making improvements based on feedback. The more consistent you are, the more likely you are to see long-term success.

VisualSP for a Winning Digital Adoption Strategy

If you want a successful digital transformation, you need the right support to get everyone on board. That’s where a digital adoption platform (DAP) like VisualSP comes into play.

We’ve seen it time and again: using VisualSP to guide users with interactive walkthroughs, contextual help, and real-time insights makes a world of difference.

When you have a DAP that helps users navigate the tool seamlessly, you’re not only driving digital adoption but also boosting your business outcomes. Plus, you’re getting a better ROI on your technology investments.

So, don’t just throw new technology at your team and hope for the best. Equip them with the right tools and support, and watch your digital transformation efforts pay off.

See for yourself! Get started free with VisualSP today.

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