Training Frontline Users for Nonprofit Technology Adoption

Social Solutions Blog

Training Frontline Users for Nonprofit Technology Adoption

When organizations adopt a new technology, it’s essential for there to be an efficient, and lasting, training procedure in place to maximize success. We know that transitions can be tricky at best. But it’s important to be on top of your transition process to ensure that it can be as smooth as possible. We define success in a couple of different ways, but the most important thing to remember about success is ease of transition. How easy your transition goes directly translates to faster, better results with your new software. A smooth transition often leads to more success with the implementation. Getting everyone within your organization onboard with your implementation is imperative. Proper utilization of nonprofit outcomes software can help organizations receive more funding and evaluate how their efforts are making an impact on their communities.

In order for your software implementation to be completely successful, your organization needs to prioritize who in your organization gets trained. And we want to make the case for a specific group that’s present in every organization – frontline users.

Frontline users, or the people who interact with clients and directly provide them service, are the backbone of any nonprofit organization. They meet with clients, collect valuable data points, and are trusted to track data from their clients. Above all else, frontline users are the people who are instrumental in ensuring that up-to-date information accurately enters your system in order to ensure data integrity.

It’s common to think that once you train an organization’s leaders, the rest of the organization’s buy-in and training will naturally fall into place. But that’s not always the case. It’s important to get the support of frontline users when beginning your software adoption. Frontline users are the people who are going to use your new software the most. Getting them on board with the software and trained effectively is the key to a smooth transition.

Frontline users need to be the most actionable with their software training. They usually get trained quickly and then have to take that training and apply it to their service delivery right away. If they aren’t trained in a timely manner or they aren’t trained effectively, this can present a couple of issues for frontline users.

Balancing Time

It takes time to properly train someone to use new software effectively, especially if they are going to be using it daily. Since frontline users are typically trained last, that means that frontline users get the least amount of training. And unless the organization has purchased more training, they only get the minimum training that receive up front. This can lead to less data integrity, longer hours spent checking for inconsistencies, and an overall less efficient process.

Organizational Morale

Another important issue that comes with not training frontline users effectively deals with adoption morale. Because frontline users generally have the least amount of training, but more responsibility using the new software, there may be resentment towards the adoption. If they don’t feel supported during the new technology adoption, they may not support the software going forward and not use it as effectively as they could.

The Key to a Successful Adoption

How can you ensure that your frontline users are supported during your newest technology adoption? It’s easy – make their training a top priority when you’re planning your new technology’s rollout plan. If they are among the first to be trained and then receive ongoing training during the rollout, it will be easier for them to implement the use of the technology into their day-to-day.

If your organization is planning on implementing a new technology, make sure to put your frontline users first on the training plan. There are so many benefits to getting them trained and ready to use your new software during their interactions with your clients. Once you do have them sufficiently trained, you’ll have an easier transition into your new software, your implementation can go smoother, and you can get your software up and running faster.

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