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.