Rollout and Adoption

  • Greg FriedmanEmail author
  • Shaun Kapusinski


Technology may be an essential part of our business, but it is only truly effective if it is accepted and used consistently and systematically across the firm. Now that you’ve implemented the programs across both firms and have integrated the technology and its workflows and processes, it’s time to promote its adoption. In this chapter, Greg shares his strategy and tactics for encouraging tech adoption including communication plans, milestone setting, incentive programs, training, and education. From there Shaun covers his steps for ensuring that your hard-earned technology integration starts paying off dividends in efficiency and growth.

Copyright information

© The Author(s) 2018

Authors and Affiliations

  1. 1.Private OceanSan RafaelUSA
  2. 2.HIFON LLCWadsworthUSA

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