Skip to main content
Conga Support

Conga Collaborate Deployment Guide

What

This is our guide to launching a successful Conga Collaborate platform.  With these resources, and the support of our team, we want to help you get implemented quickly and start seeing value from our software.

Why

Formal deployments look different in every organization. The important thing is that users are notified, trained, and have the proper incentive to use the new process. Success of the deployment is key to getting value out of your investment in Conga Collaborate and the time you’ve spent setting it up.

How

Consider Conga Collaborate’s best practice approach to deploying a new solution by creating your own strategy and timeline (including specific dates!) to execute in the following key areas:

  • Testing - Include System Integration testing, end user testing, time for any necessary revisions, and a final sign-off date.
  • Migration - Move the solution to your production environment if needed and confirm that solution still performs as expected.
  • Go-Live - Set the date that your Conga Collaborate users will begin using the platform for live document generation.
  • Phase out “the old way” - Set a date (we recommend 30-60 days after go-live) when your Conga Collaborate users will no longer have access to “the old way.” Once these old systems/processes have been phased out, only Conga Collaborate will be used for document generation going forward.
  • Communicate to Conga Collaborate users - Generate excitement about the Conga Collaborate platform and share key dates regarding training, go-live, and phase-out dates for old systems. Consider sending a monthly “Tips & Tricks” email to keep users up to date on the most recent improvements.
  • Provision User Licenses - Create user credentials and add users to the correct roles and permissions groups.
  • Training - Consider what individual behavior changes you are asking the users to make and address them in your trainings. Create and distribute training materials (we recommend a step-by-step user guide and a short recorded video). Host training sessions for Conga Collaborate users, and make them aware of available support resources and where they can log feedback going forward.  Also consider how you will reinforce the use of this new tool with follow-up trainings, office hours to answer questions, or quick check-ins at team meetings to monitor usage and success.
  • Collect User Feedback - Continue to assess your users’ needs and iterate and improve Conga Collaborate as applicable. This might be as simple asking your users to email feedback or as formal as sending out a survey to capture more detailed feedback.
  • Recognize and Reward -  Consider how you will recognize and reward users for adopting this new tool. Some examples include: celebrating a user’s first accepted document, highlighting user success stories at team gatherings, or creating leaderboards in your CRM.
  • Track Success Metrics -  We recommend selecting success criteria and metrics to track based on the goals you wish to achieve. For example, if you have a goal to shorten your sales cycle, monitor metrics in Conga Collaborate’s reporting tool that help track time, such as: Time to Build, Time to First View, or Time to Close. Set aside time (we suggest monthly) to track your progress, and when possible, always take a snapshot of this metric “before Conga Collaborate,” so you can compare your success.
 

Here is an example Rollout and Adoption Timeline:

Also check out our deployment workbook. It’s designed for large organizations who need extra strategies for success. This workbook walks project managers and key stakeholders through several detailed planning exercises, expanding on several concepts presented in this article, with a goal of crafting an end-to-end enterprise-level deployment plan.

Download the Workbook

  • Was this article helpful?