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eBook Onsite Champion Buy In
Citation preview
3 Simple Moves for Getting New Software Buy-infrom the Office
A Bridgit Publication
FOR THE SITE
eBook
TABLE OF CONTENTS
1. Introduction pg. 1
2. Be a Champion pg. 3
3. Know your Numbers pg. 5
4. Establish Clear Goals pg. 6
1
3 SIMPLE MOVES FOR
GETTING NEW SOFTWARE
BUY-IN FROM THE OFFICE
Are you a busy construction Project
Manager, Site Supervisor, or Project
Coordinator looking to streamline
processes on-site using software or
technology?
Kudos to you! Simply identifying the need for
improved efficiency and starting to investigate
potential solutions is a huge step. The type of
process you are trying to improve will dictate the
types of solutions you are investigating (mobile
apps for better collaboration, tablets for increased
mobility, etc.) but regardless of how the solution is
delivered, you’re going to need a plan for what
happens once you finally find that “perfect
solution”.
No matter the kind of solution you select, the one
important piece of the puzzle that often gets
overlooked is management/office buy-in. Because
of the perceived risk factor associated with rolling
out new technology on-site, this is often a process
that calls for some advanced preparation. When
you’ve spent weeks or months investigating
solutions, the worst thing that could happen is to
have the idea shut down or postponed internally.
For the purpose of this eBook, we will focus on
software buy-in specifically.
Properly managing the internal buy-in process can
be the make or break for successful software
2
“Always remember, to be an internal champion you don’t need to be a tech wiz. You just need to care about finding new ways to help your team be their best
rollout overall, so it’s important to have a game
plan.
In this eBook, we will cover 3 simple moves for
gaining fast office buy-in for your solution of
choice. These strategies will not only help you
secure faster office buy-in, they will help position
you as a true innovation leader within your
company.
Always remember, to be an internal champion you
don’t need to be a tech wiz. You just need to care
about finding new ways to help your team be their
best.
2
3
Once an organization realizes that in
order to stay competitive they need to
update their processes, the topic of
software quickly gets raised.
However, even once a team acknowledges that
updating (or just starting to use) software is a
necessary step; there are still many factors that
contribute to reluctance towards rapid change.
Typically, this reluctance is born from a fear that
the team will not embrace the selected software
and therefore all promised cost savings and
efficiency will be untapped. At the end of the day,
software is only as good as the people using it.
1. BE A CHAMPION
With the above described “fear” in mind, it’s easy
to see how having an internal champion, who is
dedicated to making the new software rollout a
success, would ease the minds of many in-office
decision makers.
While presenting a sales deck from the software
vendor, chalked full of powerful examples, ROI
statistics and case studies is useful, nothing will
compare with the effect of on-site teams (led by
their champion!) presenting their experiences to
the office. When you are trying to prove that you
have found the right solution and that this solution
will work well for you team it’s important to have a
number of on-site people who are willing to
present their support to the office, and explain
where the current solution is failing them. It’s
4
incredibly hard to argue with a solution when the
company’s own people are asking for it.
To help craft this message, here is a list of
questions to ask yourself. The answers to these
important questions will be key to building your
pitch.
• What alternative solutions have you looked
into and why is this software the best
option?
• What prompted you to start investigating
solutions for this specific pain point? This is a
great place to pull powerful anecdotes from
that will help you sell the solution.
• How much interaction have you had with the
vendor’s team (sales, support, etc.)? Are they
the kind of company you will enjoy working
with in the long run?
When you’re looking for resources to help support
your position on the software, reach out to the
vendor to see how they can help you. The right
software vendor will partner with you in this
conversation and provide you with plenty of
helpful resources.
5
In addition to showing your support for the
solution, explain to the office team just how much
involvement will be required on their part once the
pilot is approved. Historically, software has been
very difficult to set-up and roll out -- requiring lots
of help from the in-house IT team.
Luckily, this is no longer the case. Thanks to cloud-
based software and more niche solutions, set-up
can typically be done a lot faster and with little to
no assistance from the office. Make sure they
know that!
2. KNOW YOUR NUMBERS
The next important move is to know your numbers.
You may have found a solution that you’re going
to love using, but if it won’t actually save you
money on-site then it’s going to be hard to secure
buy-in regardless of how well you sell it. In
construction, cost savings can come from a variety
of places such as increased efficiency, less re-
work, cheaper materials and labour, etc. No matter
the source of the cost savings, money saved is
money earned and an explanation of how you
plan to do so will get the attention of the office
team.
Typically, software is great at solving
communication and collaboration issues, so the
biggest area of cost-savings will normally fall
under the ‘increased efficiency’ header. Because it
is very difficult to properly estimate the actual
6
amount of time you will save without having fully
tested the software, it is good to start with
understanding how long you are currently
spending on the tasks in question.
For example, if you do a full site walkthrough two
times a week at the end of a project, and each
walkthrough takes you two hours, then you may
be spending upwards of 16 hours a month
conducting site walkthroughs. Now imagine the
software you are looking into promises that your
total walkthrough time will be reduced by 30%. All
of a sudden, the numbers start to become a lot
easier to understand.
The same way these numbers make a lot more
sense to you when compared with your current
time expenditure, they will make quick sense to
the office team.
Here are the base numbers you should have in
your back pocket when speaking to the office
about rolling out new software: :
• How much time does the process currently
take?
• How much time do you think the software
will save you? At this stage, the number can
be an educated estimate.
• How much does the software cost?
• What are the additional value adds? Such as
free set-up, support, etc.
7
3. ESTABLISH CLEAR GOALS
The final important move for securing easy office
buy-in for your software of choice is to go in with a
list of clearly defined goals. By setting these goals
upfront, it will be easy for the rest of the team to
visualize the end of the software rollout test and
understand how they will judge its success.
During a new software rollout it is common place
to test the solution with a smaller group (in
construction, a full project or group of smaller
projects usually works well), evaluate the success
of the pilot based on the pre-established goals
and then continue company wide rollout if all went
well.
This batched rollout approach further allows you
to sell the solution internally because by the
second round you will be able to provide detailed
metrics on how the software helped you, and
strong personal anecdotes about the success you
saw using the new solution.
The initial goals that you establish for your
software pilot will vary depending on the solution,
but here are some important areas to measure:
8
Time Saved
Quantifying time-saved is one of the easiest ways
to understand the ROI of software because there
is a value (salary) already placed on time. By
measuring the time saved you can calculate either
the additional work that one person can complete
or the dollars saved in not having to hire an
additional person to fulfil outstanding work.
Communication
Improved communication can play into ROI in two
ways. Firstly, improved communication often leads
to time being saved in the constant back and forth
on-site. Secondly, improved communication can
contribute to less errors being made due to a
better understanding of the work that needs to get
done. This is likely the highest source of ROI
under the communication header.
Data Created
Data and quantifiable information about how your
team works on-site is invaluable for making better
decisions down the road. The type of data you
create using software will depend on the solution
you are using but you could measure things such
as subcontractor performance (in terms of speed
to resolve issues), deficiency trends and more.
Access to this information will allow you to make
data-driven decisions in the future about a variety
of things on-site.
Reputation
In construction, more and more contractors are
using the fact that they use software as a
differentiating factor amongst their competition
and software is often even called out in RFP
9
documents for new projects. Additionally, if the
software you are using enables you to deliver a
higher quality final product or a better owner
experience throughout construction than this will
contribute to an improved reputation.
CONCLUSION
When you become an internal software champion,
know your numbers and have clearly defined
goals to backup your plan then obtaining office
buy-in for your software of choice should be a
quick task. Your on-site team will love you for
bringing more efficient processes to the job and
the office will sing your praises for making new
software rollout so simple.
Finally, some punch list therapy.
Use Closeout to easily manage your punch lists in real-time from your mobile phone or computer.
WWatch the overview video or request a 1:1 demo to see how Closeout can give your team some much deserved punch list therapy.
REQUEST A 1:1 DEMO
Questions? Call us at 1.800.783.2127 or email [email protected]
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