Why is there always so much talk about user adoption?
Delivering value is not just getting something done, it’s only when it’s used and cared for by consumers when it becomes of value. And I refer to consumers over customers, clients, stakeholders… as to whom consumes whatever it is that has been delivered. We must be results-oriented. If the product is not used and you see no user adoption, then it has no value.
Hence the measure of adoption.
To get something quick from the ground up, you can get this free app Salesforce Adoption Dashboards to start with and have at a glance an idea of where you are at.
Great user adoption doesn’t just happen! The Salesforce Adoption Dashboards provide visibility to relevant user login history & trending, adoption of key features such as accounts & opportunities, and critical sales and marketing productivity enhancers.
Here check out a sample from my messy (disclaimer) developer edition:
Allow end-users to access reports and dashboards that will offer relevant data for specific roles. This allows the to see how the business is performing and how their role adds specific value. You should take the time to show users how simple and easy it is to build their own reports.
That is also in the use of the applications, even use some of the reports to drive a bit of gamification as an information radiator that everyone can access.
There are also usage metrics specifically about lightning! Go to Setup > Lightning Usage > there you can see switches back to classic, usage by user, browser, performance, mobile, most viewed pages…
Not everything is out of the box.
Although there are tons with the above to get you started, you also need a set of custom metrics to enable the proactive monitoring and management of user adoption, and link application usage to YOUR overall business performance goals.
And as we are hosted in this domain… Quality Clouds has an extension dashboard for this: Operational scans on Salesforce. You can go back and look at trends over a long time (how it’s developed over the course of years), by type of login (browser/mobile/API). There is also a cross org licensing dashboard which lets you see how many different kinds of licenses are being used/available across your different orgs all at once etc. You get the feel!
Food for thought
Slicing work can help, so that you can show that tangible outcome in small chunks and so that it can be used, which then can be measured. Yes by feature!
As the work we do is so conceptual, being able to see it helps to redefine constantly and reduce deviation. How you ‘slice’ the work makes the difference in delivering often, let’s say in days/weeks not months. That allows you to have that value in use already! That is super powerful!