As with any project, it's good to plan ahead – define success, find who your champions are, and create a framework for getting the entire team on board.
Overall, one of the most important things is to make sure your team understands why and how they should use the Cloudfind knowledge library you built. If they understand the benefits, then they’ll quickly become adopters of the system.
Below is framework example for successfully rolling out Cloudfind.
1. Rollout Plan
Form a rollout team and set up your team's workspace – the key to success starts with defining your team's goals, setting up your Cloudfind team environment, and defining the key use cases to build upon.
- Get clear on goals for using Cloudfind
- Decide who will be admins
- If you're a larger company, decide who will be departmental or team leads
- Determine the structure for setting up and sharing team folders in Dropbox/Google Drive
- Organize files using Cloudfind team tags, tag groups and team favorites
- Create a reference document for how Cloudfind is to be used on your team
Note: If you’re looking for a short user guide to send your team members, please check out this article – How to find files using Cloudfind (User Guide)
Communicate, launch, train, and support – let the team know they'll get to start using Cloudfind, schedule a training session for them, invite them to the Cloudfind team account, and show them how to be successful.
- Determine what use cases and features to cover during Cloudfind training
- Schedule a training session (e.g. online webinar session, video recording etc.)
- Invite your team to the Cloudfind training session
- Deliver training
- Add users
- Check in with team to see how deployment is going
- Let the team know how to get help
Monitor effectiveness, make improvements, and provide support t– track progress regularly to measure success, tweak and improve tagging, and offer ongoing support to the team.
- Periodically review your folder structure, tags, tag groups and favorites
- Solicit input from team on how to improve your deployment
- Train new team members