How To Successfully Implement A New Reporting Platform

Introducing a new software system can be a challenge that upsets your organisation’s functioning. Successful implementation requires great foresight and planning. Often, it will also need you to implement a new process together with the tool itself, which comes with much difficulty.

This blog will explain how you can make the implementation of a new reporting platform easier.

Mastering Change Management For Successful Reporting Platform Implementation

Before you can start implementing the system, ensure that you are ready to introduce a new platform. You need to understand the potential changes that can arise with the introduction of the tool. For reporting systems, this change is not just centred around the tool but includes the change in the reporting process.

Most challenges come when organisations implement a new incident reporting process at the same time they introduce a new tool. To do this successfully, you need to actively conduct change management. You need to motivate your employees with a compelling vision and get management on board to help counteract any pushback. 

When implementing a new reporting platform, follow these change management guidelines:

  • Utility: Even great systems are of no utility if they are not used. You need to understand what can benefit your reporting structures and get more people to file reports.

  • Compatibility: Selecting the right tool for the job requires you to know what the job is. What do you need the system to do and can it? Does it fit the needs of your organisation and team?

  • Education: Only when a process is well understood, will it be executed effectively. Teaching your employees how reporting works and why it matters will ensure that they can use the tool at its optimum.

  • Consistency: Introduction alone isn’t going to cut it. Prosperous use of the incident reporting channel will require constant and regular monitoring, reflection, and maintenance. Observations need to be analysed. Then, you need to turn the analysis into actions and report the impact of the actions to facilitate learning.


How To Enact The Guidelines

Reporting needs your employees to get invested. They just want to report their observations, near-misses, and other incidents. To have them involved in the reporting process, illustrate to them the benefits of reporting and how it can be used to improve their working experience. Communicating with them before choosing a platform is also a great way to discover what they may need from it.

With your employees ready to receive the tool and the insight you get about what you need from it to get the job done, you can pick a suitable one. Choose a platform that meets your reporting team’s needs as well as your general employees. 

The next step is onboarding. Onboarding not only educates your team about how to use the tool you choose, but it also further cements their understanding of its role in your organisation. With sound education and training, they can utilise the system efficiently and contribute their reports with few hiccups.

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Final thoughts

An excellent reporting platform is an invaluable tool for improving reporting. When implementing a new system, you need to develop a change management strategy to help improve adoption and counter any resistance. With careful and considerate handling of implementation, you can successfully establish your new system and encourage more of your workers to report observations and incidents.


If you're looking for a platform to collect more data to monitor your organisation's incident reporting practices, Falcony | Observe have you covered. You can find more information on our website or test out our 30-day free trial: 

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We are building the world's first operational involvement platform. Our mission is to make the process of finding, sharing, fixing and learning from issues and observations as easy as thinking about them and as rewarding as being remembered for them.‍

By doing this, we are making work more meaningful for all parties involved.

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