5 tactics we used to successfully implement Karbon in 5 days

To be candid, when we first invested in Karbon, being a virtual, cloud-based business, we thought we’d easily adopt this new tool. But, that wasn’t exactly the case.

We figured everyone at our virtual CFO business, AMLB CPAs and Consulting, (management included) would just adapt, go through the onboarding videos, and start using Karbon because our management team said it was an organizational priority to do so.

Reviewing our implementation progress a couple of months later, we realized that our team of five was all over the place. Some were using Karbon all the time for emails, work items and to-dos. Others were only opening Karbon to see if tasks were assigned to them, continually toggling back and forth between Outlook and Karbon for emails, which meant under-utilizing Karbon’s capabilities to communicate and manage work effectively.

When we probed further as to root causes, responses from team members included:

“There’s no way we can completely get away from Outlook—so much of my day is spent there getting work done!”

“I use flags and folders in Outlook to prioritize and categorize my emails, so what’s the point of Triage in Karbon? Are we sure this change is really needed?”

But we believed in the benefits Karbon could bring to our business.

Here’s what we did to go from haphazard adoption to organization-wide implementation within five days. This approach has worked so well for us with Karbon that we will now be applying it to any new core application that we introduce to our business.