Recommended plan for rolling-out chat
Updated
by
Stephen Boss
Recommended Roll-out Plan
Start Small and Scale Up
Thread recommends starting small with your deployment and scaling up. Below is a chat roll-out plan that works for most partners. We recommend you take this plan and adapt it to suit your needs.
We find that it is important to develop a plan for rolling out chat, set dates and stick to it. Once you define your plan, share it with your organization's leadership and the service delivery team(s) for buy-in.
1. | You are the customer - Launchย Chatย Internally | ๐ [OPTIONAL] Watch 3. Onboarding Webinar - Customer Deployments! ๐จ [OPTIONAL] Send an email to all MSP staff notifying that you will be deploying chat internally, when and how to use it. Use our communication and how-to templates. | Test Phase | Week 1 |
2. | Test in a Sandbox โฑ๏ธ[OPTIONAL] | Test Phase | Week 1 | |
3. | Train your Team ๐๏ธ | โ Invite your service team into Inbox and invite them to the appropriate channels ๐ Have your service team watch 4. Onboarding Webinar - Service Collaboration Training (COMING SOON) | Test Phase | Week 1 |
4. | Notify and Deploy to 5 trusted customers ๐ | โ Select the 5 customers you have the best relationship with ๐จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates. ๐ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop) | Pilot Phase pt. 1 | Week 2 |
5. | Notify and Deploy to next 5 customers that will benefit most | โ Select the 5 customers that have asked for chat or are looking for faster response/resolution times ๐จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates. ๐ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop) | Pilot Phase pt. 2 | Week 3 |
6. | Notify and Deploy to the rest of your managed customers | โ Select the remainder of your managed clients ๐จ Send an email to each customer notifying what you will be doing, when and how. Use our communication and how-to templates. ๐ Deploy to your Website and/or CloudRadial ๐ป Deploy to customers' Teams, Slack, or Desktop (choose one option per customer, if they don't use Teams or Slack, deploy desktop) | Wide Deployment Phase | Week 4 |
