Four Steps to Measure Veeva Vault and Veeva CRM End-User Adoption
Oct 08, 2019 |
Veeva Customer Success Team
This is part two of a three-post series about Veeva program health. You can find the first entry—Monitoring the Health of Your Veeva Program–here. This entry covers a four-step framework to measure end-user adoption across Veeva Vault and Veeva CRM.
Step 1: Identify business goals
Begin with agreement on what your are trying to accomplish with your overall program:
Step 2: Define relevant metrics
What does good look like for your business? The next step is to decide what you want to measure and why:
Step 3: Build adoption reports and dashboards
Clean reports and scannable dashboards will help you monitor progress and ensure progress keeps on schedule:
Step 4: Identify areas of need
The above three steps will help you identify the most critical areas of need for an adoption plan: