Dock’s free software implementation template makes it easy for project managers to work with clients in setting up new software quickly and successfully.
Implementation managers, account executives managers, project managers, and customer success managers (CSMs), and customer relationship managers (CRMs) who are responsible for software implementation planning and who want to provide personal implementation guidance to customers more quickly and easily
Creating consistent implementation processes that help customers get started with your software product or service—providing an all-in-one resource for all the steps and information they need. Perfect for cases where implementation goes beyond just setup and towards guiding the adoption of software into existing workflows.
Use the template to set expectations by sharing an implementation schedule that outlines the required steps, informing the client of the level of self-direction versus the guidance provided. Give the client clear steps and resources, highlighting key metrics and dependencies, and use these to get buy-in from key stakeholders.
Use the overview section to introduce the project and those involved, specify the product being implemented, outline key dates and timeframes, and provide contact details for easy access.
This series of three sections is for outlining the phases and specific steps for product implementation, from the initial proof of concept all the way to launch. Use this section to establish a clear sequence of events for handling kickoff, feedback, security and data setup, training, and check-ins.
This next section is intended for getting users through the final steps of product setup. Here, you can embed more instructional content, like videos or slideshows for implementing things like data integration and workflow.
A successful product implementation process is instrumental in keeping customers happy, ensuring they get maximum value from your product, and reducing the likelihood of churn. So it’s vital that you make the software implementation process as easy as possible.
This process includes multiple steps after the sale is made, from planning to the onboarding phase and right through to future upgrades.
Guiding your client through the various steps of implementation is a dynamic process, varying depending on the precise product, level of touch, and the client’s own needs and capabilities. During this process, it's important to make sure the implementation team is aligned around the major tasks needed to implement the new system.
With Dock, project managers can easily share the project implementation plan that guides clients through the change management needed for a system implementation.
Dock’s flexible and customizable implementation plan template allows you to adapt to these needs and work with the client to make changes as you go. The template is flexible for any implementation methodology and project management approach, allowing you to roll out a strategic plan that aligns team members and key stakeholders around the implementation process.
Dock’s software implementation template allows you to:
Ultimately, Dock’s implementation plan template will ensure that you align your expectations with those of your client, save time, and strengthen client loyalty going forward.
Here’s what else Dock’s implementation software can do for you:
Choose the type of implementation that’s right for you and your client
Easily follow implementation requirements and best practices
Create the best client experience possible
How Dock’s customers use this template
Software implementation is the process of setting up and integrating a software product or service into a client’s workflow. This process involves varying levels of collaboration between client and vendor, but the end goal is essentially getting the client to the point where they can gain value from the software with minimal time and effort spent.
A software implementation plan clarifies the sequence of tasks required to get a software product set up and in-use with a client organization.
For vendors, the strategic purpose of a software implementation plan is to clearly define expectations and success criteria (creating trust and making success more likely), saving time and effort for both the vendor and the client, and increasing the likelihood of retaining the client as a future customer.
For more on implementation best practices, read our complete guide to software implementation.
There are typically four types of software implementation that can be implemented based on the type of product, client, and service options.
For SaaS products, implementation can be as simple as providing the client with onboarding materials and help documentation, or as complex as a months-long collaboration to integrate your technology into their existing IT infrastructure.
The steps involved in any software implementation will depend on the client, product, and service options on offer, as well as your capabilities and resources. Generally, the following steps should be followed:
