Welcome

Assessing Your Activity Insight ImplementationKate Kaczmarczik, Client Relations Team Lead

So what do we recommend?

Work Toward Defined Goals

Review Progres

s Against Blueprin

t

Evaluate

Results

Draft Action Plan

Project Blueprin

t

The Project Blueprint

What are our goals?

What are the key outputs?

Who should be Involved?

Where does information currently exist?

Review Progress

Ask two key questions: Are we on track to accomplish our goals for AI? Is there more we could and should do to achieve

our goals? Gather input from multiple sources Consider four key aspects of the

implementation System preparedness Current usage User experience and perception Project constraints

Evaluate results and draw conclusions

Review ProgressSystem Preparedness: User Accounts

Review ProgressSystem Preparedness: Reports & Other Outputs

Review Progress Current Usage

Review ProgressUser Experience and Perception

Expectations Champions and

communication Process decisions

(e.g., data entry) Usability

Accessing AI Screen

intuitiveness Support resources Satisfaction and

Feedback

Review ProgressProject Constraints

Where are we in relation to our fixed deadlines?

How are we doing on project resources?

Are our project meetings productive, sufficient and appropriate in frequency?

Are we effectively leveraging Digital Measures?

Integrate Action Plans into Your Project Blueprint

Adjust your Project Blueprint Fill everyone in on the plan - DM’s

eager to know too! Then dig right back in

Questions?