Web-to-Print Portals: 12 Steps for Getting End User Buy-In, Boosting Utilization
Sun Life paved the way for success of its W2P system before the full rollout by doing group testing before it went live. This allowed employees to take ownership early on. "We allowed users to practice with those early orders until they felt comfortable," says Allen. "It was a team effort, so everyone was involved."
5) What is the plan for ongoing education? Even once the rollout is complete, successful implementers say, your job is not done. There will be regular changes, products added to the store and products removed. All of that requires ongoing education, too.
Darwill's Pageau suggests that, every time there is a significant addition or deletion to the catalog, corporate pull down its database of active users and communicate changes directly with them. "You know who your active users are because each has a user name and password," he notes. "That lets you know who is actually using the site, so you can e-mail the group and communicate with those users directly."
6) If possible, get the portal integrated into the client's onboarding process for new hires. "In our experience, someone in the customer's HR department will use the Digital StoreFront site to order the business cards needed when they have a new employee," explains Scott Simons, prepress specialist for Holland Litho. "Our customer comes to us with their design, and we convert it to be used on DSF with FusionPro. Once set up, they can order business cards from there on out."
7) Understand how people will actually use the system. Getting user buy-in requires really knowing how clients will use it—how they order and shop, and the pathways that work most intuitively and productively for them. For example, if they are salespeople out in the field ordering via iPads, the portal cannot use Flash.