Your Guide to Confident Tech Adoption


What you get:

A full checklist to assess your organization’s preparedness for adopting new technology and to guide a successful implementation process.

These are broken up into six sections:

  • Pre-Adoption Readiness
  • Vendor Evaluation
  • Implementation Planning
  • Training & Change Management
  • Post-Launch Optimization
  • Common Pitfalls to Avoid

 

Download The Checklist

Your Guide to Confident Tech Adoption

Use this checklist to assess your organization’s preparedness for adopting new technology and to guide a successful implementation process.

Section 1: Pre-Adoption Readiness

Define Objectives

  • Clearly define specific, measurable goals for the new technology (e.g., reduce average handle time by 20%, improve first-call resolution by 15%).
  • Outline what success looks like for each relevant department (Operations, IT, QA, Compliance).

Stakeholder Engagement & Requirements

  • Consult end-users and department leaders during the evaluation phase.
  • Gather input on current pain points and potential barriers to adoption.
  • Document required features versus optional enhancements.

Plan for Risk and Compliance Requirements

  • Conduct a Data Protection Impact Assessment (DPIA) if handling personal data or sensitive information.
  • Ensure vendor compliance with industry standards (ex: SOC 2, HIPAA, PCI DSS).
  • Review data security terms, including ownership, storage, access controls, and deletion protocols.

Download the checklist to see sections 2-6.

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