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How Slack Drives Change Management
Accelerate the Impact of Customer Success
Two days of advanced learning and networking with 1,000+ customer-facing
executives. Visit www.customersuccesssummit.com to learn more!
Produced By
Rav Dhaliwal
Head of Customer Success, EMEA
Slack
Ravit Danino
Vice President of Products
Totango
Where Work Happens
Our continued growth
Slack is easy. Change is hard.	
  
“No major software implementation is really about software. It’s about
change management… When you move (systems), you are
changing the way people work… You are challenging principles,
their beliefs and the way they have done things for many years”
Jeri Dunn, VP and CIO of Nestlé
2002
Our change and adoption method
	
  A simple, repeatable launch and adoption method, focused on the
people side of technology enabled change.
People & purpose
People &
purpose
Business
uses
Setup Change
BUSINESS USES
Define your business reasons for deploying Slack. Assemble
a team to prepare employees for the change
ADOPTED
We publish
newsletters in Slack
People & purpose
CHANGE TEAM ROLES DESCRIPTION
Project Manager Main point of contact to coordinate activities
Executive Sponsor Actively communicates the purpose and value of Slack
Middle Managers Lead adoption in their departments with business relevant scenarios
Tech Lead & Admins Manage initial team setup and ongoing user management
Champions Promote use, spot successes, provide help and regular feedback
“Our goal for Slack is to connect our Sales, R&D and Production teams in order
to ship our new products 20% faster”
BUSINESS USES Start with use cases that maximize adoption
Time/ Slack
maturity
Businessvalue
ADOPTED
We publish
newsletters in Slack
ENGAGED
We manage our
Marketing projects in
Slack
EMBEDDED
We pipe Marketing
leads from our CRM in
to the #sales channel
Business uses
BUSINESS USES
Remove technical barriers to adoption. Establish Slack as a
compliant and supported service
ADOPTED
We publish
newsletters in Slack
Setup
Roles
Team wide settings
Permissions
	
  
Authentication
	
  
Compliance	
  
TEAM SETTINGS
Create #help-slack channel
Train Helpdesk team on basic
Slack queries
Point users to Slack Help
Center
Promote use of /feedback
SUPPORT PLAN
Review Channel Naming
Create template for
Champions
Create starter channels
CHANNEL NAMING
BUSINESS USES
Ensure employees have awareness, desire and the
knowledge to use Slack
ADOPTED
We publish
newsletters in Slack
Change
Pre, during & Post launch
Executive & Middle Manager
comms schedule
Decide on
comms channels
	
  
COMMUNICATIONS TRAINING
Executives
Admins
Employees
Champions
	
  
30 days of Slack
Slack video content
Events
ONGOING AWARENESS
ESTIMATED 2 WEEKS
IDENTIFY
TRAINING AND
COMMS NEEDS
PEOPLE & PURPOSE
SETUP
BUSINESS USES
CHANGE
PREPARE
CREATE TRAINING
AND COMMS
PLANS, CONTENT
LAUNCH TEASER
CAMPAIGNS
USER TRAINING
LAUNCH COMMS
EARLY ADOPTER LAUNCH LAUNCH FIRST
GROUP
ESTIMATED 2-3 WEEKS
SET UP
AUTHENTICATION
TEAM SETTINGS
CHANNEL
NAMING
SET UP USER
GROUPS
TEAM CONSOLIDATION
BUSINESS AS USUAL ADMINISTRATION
ENGAGE LAUNCH
TEAM
REVIEW SUCCESS
& ADJUST
LAUNCH USE CASES
IDENTIFY PURPOSE AND MEASUREMENT
IDENTIFY TEAMS
TO JOIN SLACK
IDENTIFY SLACK
CHAMPIONS
CREATE SLACK
TEAM
IDENTIFY EXISTING USES OF SLACK
IDENTIFY COMMS AND TRAINING NEEDS FOR
EARLY ADOPTERS
EARLY ADOPTER TRAINING
ONGOING
FEEDBACK FROM
EARLY ADOPTERS
ONBOARD EARLY
ADOPTERS
IDENTIFY NEW
USE CASES FOR
FIRST GROUP
INTERVIEW EARLY
ADOPTERS
LAUNCH EXISTING
USE CASES
LAUNCH EARLY
ADOPTER COMMS
ONBOARD FIRST
GROUP
AWARENESS
CAMPAIGNS
REVIEW SUCCESS
& ADJUST
REPEAT EVERY 2-3 WEEKS
DEVELOP
HELPDESK
SUPPORT PLAN
METHOD
 	
  	
  	
  	
  	
  	
  	
  
Accelerating adoption
Change
engagement	
  
Key Take-aways
•  Adoption is about more than just deploying technology
•  Change is really HARD for customers
•  Make the case for change EARLY!
Driving Change Management: Totango’s POV
•  Technology enables change management – it removes the guessing game
about how your customers are dealing with it
•  Technology helps you drive adoption – at scale!
•  The more you empower the entire company to drive change, the more
successful you will be at growing daily active users, feature adoption, and
other key metrics
Drive EXTERNAL Change With Technology
•  Helping customers change their behavior is
key to adoption – make it personal & relevant!
•  Totango Campaigns sends automated emails
triggered by user’s in-app behavior
•  Introduce and train on new features as users progress
•  Onboard new users as they try new areas of the product
•  Respond to drops in logins and usage
•  Congratulate them on achieving results with specific
features
•  Track the progress of behavior change with
data-driven goals
Drive INTERNAL Change With Technology
•  Change your team’s behavior to focus on
the right customers at the right time, with
the right conversations
•  Totango enables proactive engagement
•  Early Warning System sends notifications and alerts
when and WHY a customer health score changes
•  SuccessPlays are automated programs that define
how your team should respond
•  Zoe gives EVERY employee from all departments
access to real-time customer information to enable
smarter conversations and business decisions
Questions?
Ravit Danino, VP of Product
Emali us: hi@totango.com
Visit: www.totango.com
Rav Dhaliwal, EMEA Head of CS
Learn more: https://get.slack.help/
Visit: www.slack.com
Early Bird expires this Friday, December 15!
Save $100 off Early Bird with code ENCORE100 (hurry!)
Produced By

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How Slack Drives Change Management, a Totango webinar

  • 1. How Slack Drives Change Management
  • 2. Accelerate the Impact of Customer Success Two days of advanced learning and networking with 1,000+ customer-facing executives. Visit www.customersuccesssummit.com to learn more! Produced By
  • 3. Rav Dhaliwal Head of Customer Success, EMEA Slack Ravit Danino Vice President of Products Totango
  • 6.
  • 7.
  • 8. Slack is easy. Change is hard.   “No major software implementation is really about software. It’s about change management… When you move (systems), you are changing the way people work… You are challenging principles, their beliefs and the way they have done things for many years” Jeri Dunn, VP and CIO of Nestlé 2002
  • 9. Our change and adoption method  A simple, repeatable launch and adoption method, focused on the people side of technology enabled change. People & purpose People & purpose Business uses Setup Change
  • 10. BUSINESS USES Define your business reasons for deploying Slack. Assemble a team to prepare employees for the change ADOPTED We publish newsletters in Slack People & purpose CHANGE TEAM ROLES DESCRIPTION Project Manager Main point of contact to coordinate activities Executive Sponsor Actively communicates the purpose and value of Slack Middle Managers Lead adoption in their departments with business relevant scenarios Tech Lead & Admins Manage initial team setup and ongoing user management Champions Promote use, spot successes, provide help and regular feedback “Our goal for Slack is to connect our Sales, R&D and Production teams in order to ship our new products 20% faster”
  • 11. BUSINESS USES Start with use cases that maximize adoption Time/ Slack maturity Businessvalue ADOPTED We publish newsletters in Slack ENGAGED We manage our Marketing projects in Slack EMBEDDED We pipe Marketing leads from our CRM in to the #sales channel Business uses
  • 12. BUSINESS USES Remove technical barriers to adoption. Establish Slack as a compliant and supported service ADOPTED We publish newsletters in Slack Setup Roles Team wide settings Permissions   Authentication   Compliance   TEAM SETTINGS Create #help-slack channel Train Helpdesk team on basic Slack queries Point users to Slack Help Center Promote use of /feedback SUPPORT PLAN Review Channel Naming Create template for Champions Create starter channels CHANNEL NAMING
  • 13. BUSINESS USES Ensure employees have awareness, desire and the knowledge to use Slack ADOPTED We publish newsletters in Slack Change Pre, during & Post launch Executive & Middle Manager comms schedule Decide on comms channels   COMMUNICATIONS TRAINING Executives Admins Employees Champions   30 days of Slack Slack video content Events ONGOING AWARENESS
  • 14. ESTIMATED 2 WEEKS IDENTIFY TRAINING AND COMMS NEEDS PEOPLE & PURPOSE SETUP BUSINESS USES CHANGE PREPARE CREATE TRAINING AND COMMS PLANS, CONTENT LAUNCH TEASER CAMPAIGNS USER TRAINING LAUNCH COMMS EARLY ADOPTER LAUNCH LAUNCH FIRST GROUP ESTIMATED 2-3 WEEKS SET UP AUTHENTICATION TEAM SETTINGS CHANNEL NAMING SET UP USER GROUPS TEAM CONSOLIDATION BUSINESS AS USUAL ADMINISTRATION ENGAGE LAUNCH TEAM REVIEW SUCCESS & ADJUST LAUNCH USE CASES IDENTIFY PURPOSE AND MEASUREMENT IDENTIFY TEAMS TO JOIN SLACK IDENTIFY SLACK CHAMPIONS CREATE SLACK TEAM IDENTIFY EXISTING USES OF SLACK IDENTIFY COMMS AND TRAINING NEEDS FOR EARLY ADOPTERS EARLY ADOPTER TRAINING ONGOING FEEDBACK FROM EARLY ADOPTERS ONBOARD EARLY ADOPTERS IDENTIFY NEW USE CASES FOR FIRST GROUP INTERVIEW EARLY ADOPTERS LAUNCH EXISTING USE CASES LAUNCH EARLY ADOPTER COMMS ONBOARD FIRST GROUP AWARENESS CAMPAIGNS REVIEW SUCCESS & ADJUST REPEAT EVERY 2-3 WEEKS DEVELOP HELPDESK SUPPORT PLAN METHOD
  • 15.                 Accelerating adoption Change engagement  
  • 16.
  • 17. Key Take-aways •  Adoption is about more than just deploying technology •  Change is really HARD for customers •  Make the case for change EARLY!
  • 18. Driving Change Management: Totango’s POV •  Technology enables change management – it removes the guessing game about how your customers are dealing with it •  Technology helps you drive adoption – at scale! •  The more you empower the entire company to drive change, the more successful you will be at growing daily active users, feature adoption, and other key metrics
  • 19. Drive EXTERNAL Change With Technology •  Helping customers change their behavior is key to adoption – make it personal & relevant! •  Totango Campaigns sends automated emails triggered by user’s in-app behavior •  Introduce and train on new features as users progress •  Onboard new users as they try new areas of the product •  Respond to drops in logins and usage •  Congratulate them on achieving results with specific features •  Track the progress of behavior change with data-driven goals
  • 20. Drive INTERNAL Change With Technology •  Change your team’s behavior to focus on the right customers at the right time, with the right conversations •  Totango enables proactive engagement •  Early Warning System sends notifications and alerts when and WHY a customer health score changes •  SuccessPlays are automated programs that define how your team should respond •  Zoe gives EVERY employee from all departments access to real-time customer information to enable smarter conversations and business decisions
  • 21. Questions? Ravit Danino, VP of Product Emali us: hi@totango.com Visit: www.totango.com Rav Dhaliwal, EMEA Head of CS Learn more: https://get.slack.help/ Visit: www.slack.com
  • 22. Early Bird expires this Friday, December 15! Save $100 off Early Bird with code ENCORE100 (hurry!) Produced By