Guides7 min read
Business Operating System Implementation Checklist
A step-by-step checklist for moving your company onto a business operating system without disrupting the team.
Plan before you migrate
A good rollout is mostly preparation: know what you have, decide what moves, and pick a go-live date your team can support.
After go-live
Keep a short feedback loop for the first month. Collect requests, fix friction quickly and add applications only after the core is running smoothly.
- 1Inventory your toolsList every app your team uses, what it costs and what data lives in it.
- 2Choose your universeDecide which Business OS applications replace which tools, and what can wait.
- 3Connect your providersConnect your existing VoIP, SMS, email and payment accounts so numbers and contracts stay the same.
- 4Import and verify dataImport contacts, pipelines and documents, then spot-check them with the people who use them.
- 5Train in short sessionsRun short, role-based sessions and record them for the knowledge base.
- 6Go live and iterateSwitch over on a planned date, collect feedback daily and request features you still need.
