Step 1: Get Familiar with Bit.ai
Go through the Bit Academy
Play around with the platform for free
Book a demo with one of our customer success teammates
Step 2: Define Your Why
What needs & opportunities brought you to Bit?
Why do you need Bit now?
What are your measures of success?
Who will be leading the charge?
Convene your Bit Adoption Alliance
Write your 'Why Bit?' statement
Step 3: Design Your First Workflow
Identify your first workflow
Build your Bit workflow through workspaces and documents.
Send a kickoff email to your team
Step 4: Invite Your Team
Invite team members to a collaborative Bit workspace.
Pin a document to welcome your team and provide resources for them.
Host a kickoff meeting introducing your team to Bit
Assign self-serve introductory training to all team members
Conduct a live training on team-specific workflows
Send conversations to your team celebrating the launch of Bit
Celebrate your wins!
Step 5: Ensure Future Success
Reinforce your conventions
Ensure that Bit is your single source of truth
Document a learning plan for new team members
Survey your team
Review progress towards success metrics
Communicate wins and progress to executive sponsors & stakeholders.
Become a Bit Ambassador