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.

Next Steps

  • Become a Bit Ambassador

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