If you have worked on enterprise software implementations, you will likely be familiar with the general processes to follow for successful implementation. That said, every software package has its own unique requirements and the professionals who implement the software have, through their experience, worked out what you need to pay attention to and what methods work best. This article discusses the tasks that you need to focus on during Incorta implementations to maximize your opportunity for a successful outcome.
We recommend that you be familiar with project management practices and with the software lifecycle.
These concepts apply to all Incorta implementation projects.
The Incorta Professional Services team has been in the trenches over the years with many customers and has gained hard-won evidence that the following tips will help you as you start your Incorta journey.
It is always a good idea to get out of the gate with early success. Choosing an impactful but relatively straightforward initiative on your roadmap before taking on bigger or more complex initiatives will give you the dual benefit of your users getting to enjoy the value of Incorta more quickly and your implementation team gaining experience and confidence in their ability to deliver.
A quick win is a visible improvement, with immediate benefit, and can be delivered quickly. The best quick wins are easy to implement, inexpensive, and have a narrow and focused scope.
One of the most critical parts to successful implementation is resource commitment from the customer side. The following is the list of roles that should be committed to the implementation project:
|IT / Networking
|Customers should have someone capable of acting as the Administrator for Incorta.
Make sure project resources have access to the environments (based on their project role and the security model) they need to do their job:
Implementation teams are likely going to be dispersed and coming from different organizations. You will depend on IT and business but you also may have team members from Incorta or other service providers. Regardless of the organization, location, and even language, it is important to operate as one team with one goal: to work together to achieve a successful implementation for all sides.
To that end, these factors are important to team and project success:
Be open with communication and feedback
Timely open communications will allow the team to react as needed and to stay aligned.
It is recommended that you (full team) take Incorta training before starting project execution. It is much better if your team works alongside the experts (e.g. Incorta PS team) during the project so that they can receive guidance while working hands-on with Incorta. To be in a position to do this, your team will need to have the solid understanding of Incorta that formal training provides. The optimal training goal for your initial implementation project is that your team is completely enabled to support Incorta from an administrative perspective and can move forward easily with additional Incorta initiatives.
It is important to have both Prod (Production) and Non-prod environments so that you have an environment both to troubleshoot issues and to work on new Incorta initiatives without affecting your production users. We recommend that you have an environment dedicated to new work (Development), an environment just for testing (UAT/Test), and an environment for your production users (Production).
The development environment does not necessarily need to be the same size as your production environment if you have a UAT/Test environment as well, but it should be big enough that it is not a constraint to Incorta developers for being able to do their work. Undersizing the specs of the development machine will negatively affect team productivity and project delivery overall. It is also important that the environment be available at the beginning of the project so that work can begin as soon as the project kicks off.
Prepare a user acceptance test environment (UAT) that is identical to the production environment to do all testing activities. This environment will be important on an ongoing basis for troubleshooting issues you see in production.
Getting the sizing and topology right for your production environment will give all your Incorta users the full benefit of Incorta’s speed. The key metrics to have at hand when sizing production, or any of your environments, are the volume of data to be loaded initially, data growth rate, and the number of users who will access Incorta.
Incorta is also happy to help you with sizing as well. If you choose to go with Incorta Cloud, sizing becomes a much faster and more flexible exercise.
Requirement gathering is crucial to the success of your implementation project. It involves identifying and defining the project scope to determine a comprehensive action plan for the project.
Both time and effort will be saved if the customer can provide the following at the beginning of the project:
Building the right data model is very important for the delivery of maximum value to your users. It is the backbone upon which the dashboards that the business uses to gain insight sit. Fortunately, you can quickly build schemas in Incorta that allow you to emulate the data modeling from your sources. You may or may not need all of the entities that are available from your sources and you also want to consider data refresh scheduling requirements as you design your schemas in Incorta. Another thing to consider as you build out your data model is if and how you will combine data from more than one data source. Depending on your requirements and the state of the data in your sources, this can start to get a little bit tricky.
The bottom line is that if you focus on building the right data model, your configuration tasks will become easier. Once it is done and you have verified the data, building production-ready insights and dashboards will take very little time.
The following articles will help you with designing and building your solution correctly:
Every customer needs to invest time and effort in building a security model that allows the right parties access to the right information throughout the application.
The following features dictate your control over data and user access, thus enhancing safety:
Getting your Incorta tenant(s) ready for end-users to use is the exciting part of your implementation, but you also need to prepare your on-premises Incorta environments in other ways. Before go-live, we recommend the following be in place:
Note: Incorta cloud can minimize your efforts by taking care of many of these points such as server monitoring and systems integration.
As you close out your implementation project, it is important to prepare for your ongoing journey with Incorta. This is a good time to meet the Incorta Customer Success and Support teams if you have not already been introduced. These two teams will become your primary Incorta contacts post-implementation.
The customer success team is mainly focused on:
The support team mainly addresses technical issues relating to software implementation, function, and upgrades. They resolve customer complaints or problems. Also, they work closely with the development team to identify and resolve any technical problems.
The internal customer support team should be ready and equipped with all the necessary resources to assist on Incorta issues. This ensures that whatever ticket comes through the help desk can be addressed without scrambling to find the right resource.
Note: It is highly recommended that the Support and Customer Success teams be introduced as early as possible. In this way, both teams can be aware of your initiatives and monitor the project. We also recommend including them in the weekly status meetings so that they can be engaged and well prepared for the handover process.