The main obstacle in a digital project is almost never the technology. It's adoption. And in many SMBs, part of the team isn't comfortable with screens.
Start with the why
Explain what the tool changes for them, not for management: less paperwork at the end of the shift, fewer calls to decipher handwriting, more "I did it, and here's the proof."
Involve employees from the start
Show a first version to two or three field employees. Their feedback is valuable, and they'll become your ambassadors.
Keep it extremely simple
- Big buttons.
- As little typing as possible: choices, checkboxes, photos.
- One screen per step.
Train in small groups, in the field
No two-hour presentation in a meeting room. Fifteen minutes, at the workplace, with the real device. Then a go-to person available during the first week.
Allow a transition period
For two or three weeks, accept that some people still fill in paper. Set a clear end date.
Celebrate the first results
"Thanks to the photos, we settled the client's complaint in five minutes." These small wins are more convincing than any training session.
