I agree - plan, plan, plan. Then test, test, test.
Ensure that people look at records they know well to see that all information transferred. Know all reports used on a regular or periodic (i.e. quarterly or annual) basis. Run them in current system and then again in new system for comparison.
Show print screens/demos of new system to staff before/during transition process. Again - just getting them used to the new look/feel of a system before they are there.
Get as many people involved in testing as possible because this allows them to get hands on in the system before it goes live. This helps with user adaption.
With your vendor, if something doesn't feel right or you are not understanding, speak up. Much better to catch items up front or during the process, rather than after go live. A lot of that is really knowing/understanding how your company uses the data and what they expect from the improvement. This helps you to set reasonable expectations about what will be ready when.
And mostly communication and patience. Change is hard on everyone, the more people know along the way, the less scared they are of being able to function in something new. Kim
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Kim Klotz FLMI, ACS
Member Relations Manager
National Funeral Directors Association
Brookfield WI
262-814-1554
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Original Message:
Sent: 08-09-2017 09:48
From: Deborah Muresan
Subject: Change CMS Software
My words of wisdom after 7 years of implementing accounting software would be to plan, plan, validate! I realize you are doing CMS, but the same principles apply. In addition, don't be tied to repeating the past. Now is an ideal time to be re-thinking strategies and approaches.
Good luck!
Deborah Muresan
Controller
Wisconsin Medical Society, Inc.
(608) 442-3711 Direct
Original Message------
Hello,
We have signed a contract and our transitioning our CMS/Registration Software from one company to another.
Any words of wisdom to consider from those who have completed a software transition?
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Melissa Montgomery
Wisconsin Director of Nursing Council
(262) 670-6520
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