Introducing new software to your team is often a complex process that requires thorough planning. Resource management software is no different. Use these questions to think through your implementation plan before introducing 10,000ft to your team. Visit 10000ft.com/reference for more information.

1. Implementation Planning
Questions Before Implementing Resource Management Software

2. To help you roll out 10,000ft
successfully, we’ve prepared a series
of questions to help you think through
your implementation plan.
Use them to guide your thinking
before introducing 10,000ft to your
team.

3. Goals

4. What do you want to
get out of 10,000ft?
What prompted your organization to look
for a solution like 10,000ft?
How will your company improve after this
problem is solved?

5. What will 10,000ft be
used for?
Companies have different needs that
motivate them to look for a tool like
10,000ft. Make sure you can clearly
communicate the problem 10,000ft will
help you solve and how it will fit in to your
workflow.

6. Setup & Standards

7. What information do you want
your team to see?
What types of information do various
members of your team need?
How will you control that with
permission levels?
Additional Reading: Permission Levels

8. Does your company have
standardized project phases?
You can set these in account settings
for easy selection when creating new
projects.
Additional Reading: Phases

9. Does your company
have project templates?
If you have consistency in your project
structure, you can create templates
ahead of time for your team to use
when setting up new projects.
Additional Reading: Project Templates

10. Will you track projects based on
time, currency or both?
You set budgets per project, but at a
high level, what progress indicators are
important to your business?
Additional Reading: Budgets

11. What policy or rules might you
have around schedule changes?
Will anyone be allowed to edit the
schedule?
Is this responsibility designated to
project/resource managers?
How will team members request
changes to the schedule?

12. How will you use tags in
10,000ft?
Tags add increased customization to
your search and filtering criteria, and
help you organize your portfolio.
Sample people tags could be team
member skills or areas of expertise (like
graphic design, jQuery, or baking
cupcakes). Sample project tags could be
categories like website redesign or
wearables.
Additional Reading: Tags

13. Do you use bill rates?
Depending on your business, you may
or may not rely on bill rates to provide
budget data. If you do, what roles and
disciplines (and corresponding rates) are
needed for the bill rate matrix?
Additional Reading: Bill Rates

14. Do your bill rates vary based on
project, client or activity?
Knowing when your bill rates will
change will help create standards
around new projects. You can create
templates for certain project types
that bill at a rate different from your
default settings.

15. Operations

16. Who will use 10,000ft at
your company?
Will everyone be responsible for
tracking time, or will 10,000ft be a
tool for your project managers to
manage the plan and assignments?

17. Who will create new projects?
Who will add Leave?
It is a good idea to have a designated
person(s) responsible for creating
projects and leave types. Assign these
responsibilities early on.
Additional Reading: Creating Projects

18. At what stage will you
create new projects?
If you are bidding on a project, does it
go in as a tentative project right away,
or do you wait until you win the job
before adding it? Having a policy will
help avoid duplicate entries.

19. Who will adjust the
schedule in 10,000ft?
Depending on your company, it might
be a good idea to have a gatekeeper
who handles schedule changes and is
responsible for keeping the schedule
balanced.
If changes need to be made, who do
team members submit change requests
to?
Additional Reading: Schedule Overview

20. What is each person
responsible for in 10,000ft?
Team Members might only be
responsible for tracking their time, but
when should their time be confirmed?
If the schedule shows someone
overbooked, whose responsibility is it
to adjust that person’s assignments?

21. What are some frequently
needed reports you might use?
Budget status by project?
30-day revenue forecast?
Monthly utilization of billable time?
Create these reports ahead of time
and save them to your dashboard.
Additional Reading: Report Types

22. Adjustments &
Implementation

23. What tools or processes will
10,000ft replace?
One of the benefits of 10,000ft is that
it often combines multiple tools you
already use into one. Identify the tools
that are being replaced and
communicate that to your team.

24. Do you need to integrate 10,000ft
with your accounting system?
The longer you use 10,000ft, the
more valuable the data in it becomes.
Do you need to export that data to
your accounting system? How does
that process work?
Additional Reading: QuickBooks Integration

25. Do you require integration with
any other business tools?
What other tools does your business
use that could increase in value when
integrated with 10,000ft?
Additional Reading: API Overview

26. How are you going to introduce
10,000ft to your company?
Will you hold a company meeting to
introduce the tool and new
procedures?
A group screening of the demo video
could be a good way to introduce
10,000ft to everyone. Also, send
them links to the onboarding section
for more information.
Additional Reading: Onboarding Resources

27. Visit 10000ft.com/reference for more
information or email support@10000ft.com
with specific questions.
Happy Big Picture Planning!