Main Steps in The Software Implementation Plan

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Implementing software in your company is often a process with many challenges. How will you manage the progress and changes, resolve conflicts and ensure that the implementation works as planned during the evaluation and selection phase?

We provide you with details on the software implementation plan steps and best practices to put the odds on your side and ensure the successful implementation of your software. Stay tuned!

What Is Software Implementation Plan?

Software implementation plan is a detailed roadmap to plan, manage, and control a software release through various stages.

The need for software implementation steps and procedures occurs when you have already selected a reliable development team to run your software project and implement new software of any scope. Software implementation processes include steps during which a software solution for a company is technically implemented, configured, tested, and operationalized before going live.

Why Software Implementation Plan is Important?

Software implementation project plan aims to improve the quality, speed, and efficiency of software delivery. This is an essential issue allowing your team to get the right information at the right time and thus promote a successful launch.

The implementation plan is a part of the release management cycle comprising five stages: planning, developing, testing, preparing, and deploying a software update. Each step is crucial in achieving a successful delivery properly.

Now it’s high time you put a software implementation process flow in place to maximize the value of your new software and quickly take advantage of the process and efficiency improvements that the new product will bring.

Main Points of Successful Software Implementation Plan

Regardless of your industry or the type of software you are implementing, the following steps will help you achieve successful implementation and get the most out of your new software.

1. Find a reliable vendor

Usually, this step is omitted when talking about the software implementation project plan since the vendor is already chosen. However, we’d like to emphasize this point. The software vendor is a key part of your deployment plan. The extent (and cost) of the performed implementation is 95% of the success of your software.

The reliability of a vendor means not only the reputation of the software development company. The best-fit company option depends on several factors, such as the background with different technology stacks, experience in cloud infrastructure, and the desire to create a scalable architecture for you.

Choosing collaboration with a dedicated team of IT engineers means the comprehensive investment of software developers in the building process of your product. Every team member is focused on achieving your business goals to create a fully-fledged competitive product based on the latest IT trends.

2. Plan Appropriately

A software implementation project should cover all stages of your release, encompassing all of the processes involved in making the software work in your organizational environment.

The IT application deployment plan typically includes these basic steps:

  • Assess the company's needs to ensure that they are all covered;
  • Map your operational processes to meet the functional and technical requirements of the system;
  • Analyze the needs for the correct installation of the software;
  • Install the software;
  • Customize and configure the software;
  • Test the software and make the necessary modifications to correct the problems revealed in the test phase;
  • Integrate with existing software within your organization;
  • Train key users so that all users are aware of the new system,
  • Deliver the software in the so-called “go-live” phase.

Once you have developed a comprehensive plan with a detailed description and deadlines for each step and have assigned the responsible persons, it is much easier to implement the software. Below, we will consider some of these points in detail.

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3. Define requirements to get a clear vision

Knowing your request in detail simplifies the collaboration and guarantees that the final result will match your expectations.

The project discovery phase may be handy if you have trouble transforming your idea into a clear vision.

Project discovery phase is a step-by-step 4 - 8 weeks process for converting ideas or challenges into the concept of the future product with the set of features that best meets user and business needs with all required software documentation.

After the product discovery phase, you will get the following:

  • Prototype;
  • User navigation map;
  • Software requirements specification.

This step will ensure that ideas will be developed most efficiently and cost-effectively and eliminate uncertainty and risks during the software implementation.

4. Assign the responsible team members to track progress

Communication is always the key to positive and efficient results of collaboration. By assigning team members and sharing areas of responsibility, you ensure that your project is under control.

In working with the outsourced software company, you can define the terms and conditions of the work process so that you can be either actively involved in the decision-making or just wait for the final predetermined result. For this, choose an engagement model that fits best for you.

5. Launch the test model for your project

The testing phase is arguably more important than the development, as it ensures that the software works properly and is ready for production.

Ask team members to identify and fix any bugs that may arise and perform usability tests. Setting up usability testing will depend on the complexity of your release, but this is an ideal opportunity to have users try out your software in exchange for compensation.

Here is a list of tasks you can use at the beginning of the testing phase:

  • Start usability testing;
  • Fix or reduce software risks;
  • Spot software bugs;
  • Perform regression tests.

The testing phase is a big part of any release plan. It can be time-consuming if the modifications to be made are numerous.

6. Prepare a software release

From the start of implementation until the new system is 100% operational, your organization needs to monitor the process and measure the results to improve its efficiency and profitability.

During a software release’s preparation phase, your team must complete the necessary changes and optimize product functionality within a simulation environment. This ensures that every piece of software is up and running and ready to come into the world.

One or more quality assurance checks will not be enough to verify that all the features work perfectly. You and your team can carry out these checks, although it is a good idea to ask for help from colleagues who are not working on the project and can bring a fresh perspective to the software.

7. Implement the product

The last stage of a software release requires the use of deployment management. The latter represents the process of concretizing the original concept of the software and consists of placing it in a real environment.

To deploy the release, it is essential to perform more testing to ensure that the software remains operational in a real environment. Furthermore, once completed, it is advisable to evaluate the integrations and make the necessary changes to improve functionality is advisable.


Software implementation project plan is an efficient step for developers and customers when releasing new software. It allows you to spot production errors in real time and ensure that IT infrastructure is ready for all updates.

If you want product implementation of the highest quality and with 100% support at each stage, don’t hesitate to contact the Axon team and share your idea!

Axon Development Group
October 20, 2022
Product Development

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