Driving Backstop (or any Software) Adoption Successfully…With or Without an IT Department

1. OCTOBER 27-28, 2020
#BackstopBeyond
Driving Backstop
(or any Software) Adoption
Successfully…With(out) an IT Dept
Client Insights from Jon Roller & Kenneth Lo
Horsley Bridge Partners

2. OCTOBER 27-28, 2020 #BackstopBeyond
Jon Roller
Chief Information Officer
Horsley Bridge Partners
Badass cat herder
Issue wrangler
Human being extraordinaire
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SPEAKERS
Kenneth Lo
Info Systems Manager
Horsley Bridge Partners
Karaoke ninja
Cycling master
International man of mystery

3. #BackstopBeyond
Agenda
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There must be ownership
Partnership, not vendorship
Stay in the know
Build ease of use
Train with authority
Audit…and enforce

4. #BackstopBeyond
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There must be ownership

5. #BackstopBeyond
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Who Should Own Backstop?
Appoint an owner…or a committee
Executive Sponsor
• Culture, values & budget
Product Owner/Champion
• Liaison & accountability
Super User
• Admin power & resourcefulness

6. #BackstopBeyond
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A Partner, Not a Vendor

7. #BackstopBeyond
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What Does Partnership Mean?
Lean towards, not away
• Bonding with Relationship Manager
• Regular cadence meetings
• Quarterly check-ins with Ownership Committee
• Visit Backstop and vice versa

8. #BackstopBeyond
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Stay in the Know

9. #BackstopBeyond
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Stay Ahead of the Curve
Educational
Newsletter &
Release Notes
✔ Bi-weekly
✔ Insight on training
and releases
Backstop Beyond &
Backstop Connect
Events
✔ Quarterly
✔ Regional training
and networking
Lean on your
relationship
manager
✔ Meet monthly
✔ Stay ahead of
roadmap

10. #BackstopBeyond
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Build Ease of Use

11. #BackstopBeyond
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Build Ease of Use
Message of the Day
✔ Office hour today and
Tip du jour!
Client Defined Entities
✔ Get Backstop PSG to
design and deploy
✔ Training by Deanne’s
Knowledge team
Alias – “Other ID”
✔ Add searchability
✔ Configurable via CDE
Search Tips
✔ Wild card & operators
✔ Cheat Sheets

12. #BackstopBeyond
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Train with Authority!

13. #BackstopBeyond
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Train with Authority!
Golden Practices
✔ “Show us the ONE WAY.”
✔ Keep it simple
✔ Intuitiveness vs Speed

14. #BackstopBeyond
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Audit and Enforce

15. #BackstopBeyond
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Audit and Enforce Hidden Gems
Scheduled Reports
• Use this to catch exceptions
• Follow up with exceptions and
reinforce training
Excel Toolkit
• Get raw data out and build more
within Excel
• Sometimes the only way to merge
entities or reports
• Don’t be afraid to ask Backstop
PSG for help

16. #BackstopBeyond
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17. #BackstopBeyond
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Key Takeaways
• Someone must own
• Partner, not vendor
• Get ahead of the curve to build influence
• Ease of use
• Establish your authority
• Use tools within Backstop to enforce compliance
• Learn from our trove of “hidden gems”

18. #BackstopBeyond
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19. OCTOBER 27-28, 2020 #BackstopBeyond
http://klo.pm/bby20
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Thank You!