It is important to remember that loading and enriching the data is just the first part of enabling a spend analysis tool.  In many cases this is a new platform for end users, and all of the work completed in the initial phases will be worth nothing if end-users do not take advantage of the tool.  While many users are able to run reports in the tool, they may be missing useful features and efficiencies of the tool without training. 


Below are steps taken by customers that I consider best-in-class from a user-adoption standpoint. 

  • Power-users should be assigned, ideally one per location. These users can then provide on-site training and support for the rest of the user base at that location.  They can also assist in designing and building useful reports and dashboards that are relevant to their location, all items that help new users quickly become comfortable with the tool.
  • Make the end-user training sessions more of a workshop instead of a demo.  Encourage the trainees, if possible, to have their computers at the training so they can follow along.  The more interactive the session, the more value users will get out of it.
  • Mandate that end-users attend a training of the tool.  I have seen many customers just hand out ID's with no training, which delay's the value proposition of the solution.
  • Facilitate follow-up review sessions that can be attended.  This is a good opportunity for questions to be addressed, and new features/uses to be demonstrated.  Ariba's Project Managers provide these on a quarterly basis to their customers.

If anyone has additional suggestions, please comment.


Thank you,

Ryan Sammel