Unity Change Management: New e-Billing System

What is “Change Management?”

Change management is the process of preparing your legal and surrounding teams for the addition of Unity into your company’s process. It is a critical step in ensuring the proper onboarding of the software and building long-term acceptance of the new system.

Why is Change Management Important?

Successful adoption of a new tool or process sets the stage for how your organization will co-exist with Unity. Change management prepares your team for the “why” and “what” of implementation: why are you bringing on Unity and what problems are you solving by the addition of Unity? If your team understands these two items, the implementation of Unity becomes a goal for the entire organization to work towards.

How to Prepare Your Team

• Communication is key! Provide expected delivery dates, system expectations, and training opportunities early and often. If necessary, Unity has communication templates available to assist with starting these conversations. View the Unity Implementation Communications Library and select the “Unity Onboarding, New ELM System” template.
• Do you have team members who need extra assistance or are hesitant of a SaaS solution? Provide a list of resources for asking questions during implementation and opportunities to showcase the tool in action. Early exposure lessens the uncertainty of your team members.
• Your Unity system will change. As your team grows and evolves, your Unity system will as well. Providing assurances to your team that Unity does not need to function as it does at go-live, nor should it, they can provide insight, feedback, and suggestions as they use the tool. More importantly, allow Unity to mature alongside your needs.

Implementation Recommendation Tips and Tricks

• Tell your team why you’ve decided to add Unity to your legal team! What problems are you trying to solve and what are you hoping to get out of the new product?
• Provide updates and your progress. Your team will be more responsive to onboarding a new system if they understand the work that is happening to assist them in the future. Updates and progress reports, even milestones you have accomplished, will build excitement for the coming launch.
• Give your team ample time to learn about the tool and opportunities to ask questions (e.g. training, documentation) and provide feedback to your implementation team with scheduled Q&A sessions or an inbox to send suggestions.

Is your team migrating from one e-billing system to another? Check out our Migrating e-Billing Systems Change Management details!