​​​

Phase 1 : Discovery

Evaluation

​

The first step in adopting kippy is evaluating whether it aligns with your organisation’s goals. This involves clearly identifying your current challenges—be it strategy execution gaps, productivity bottlenecks, collaboration inefficiencies, or inappropriate tooling. In a nutshell, kippy uses a proven methodology and modern tooling to align your teams' performance with your corporate strategy to help focus everyone's performance on your strategic goals.​​​​​

​​​

​

Fact finding

​

During the fact-finding phase, gather information on the key kippy's features that can benefit you most. The core kippy modules are Strategy, KPIs, Projects and Appraisals, and kippy can help you define strategy, set objectives, assign targets and track progress. Reviewing the online screenshots, videos, feature guide and recorded demos is good way to get a feel for what your fully implemented system could look like. Reviewing testimonials or case studies can provide valuable insights into how others have benefited from Kippy Cloud. 

​​

​

​Product Demo

​

The product demo is a crucial opportunity to let us show you kippy in action. ​​​​​​​​During the live demo, we will explain in our words what kippy is, show you it's core features (including Strategy, objectives and KPIs, Check-ins and Dashboards, Reports and Integrations, Projects and HR Appraisals, AI, setup), highlight some support and implementation options. The demo gives an opportunity for you and your key stakeholders to condense days of research into an hour and allows you to ask all they key questions - including about licensing options and support costs.

​

​

Indicative Quote

​

At this stage, kippy can provide an indicative quote based on your team size and usage needs.  The only understanding you really need at this point is what percentage of your total staff you expect to login to the system to set, approve or submit performance. For most organisations, this ranges from 20% to 80% of all staff. This helps you understand the cost structure, including additional licenses, support, and any customisation. Note, for simplification, all features are always included - so there is no need to pick and choose what you can get. Compare this cost to the expected return on investment, factoring in productivity improvements and time saved. 

​

 

Organisational Readiness

​

​Assess your organisation’s readiness for adopting a modern online performance management framework. Do you have buy-in at the highest levels of senior leadership to urgently solve the identified challenges? Does your company have an understanding, culture and appetite to focus performance on strategy? Do you have the personnel to support the transition? Are your teams prepared for a shift to modern tooling and cloud-based collaboration? Will your IT, governance and personnel support the transition? Use this phase to secure buy-in from stakeholders and address potential resistance through clear communication of potential business benefits. Set realistic expectations regarding the timing and realisation of key benefits, ensuring stakeholders understand how and when these outcomes will materialise. Clearly define the metrics for tracking success and emphasize that incremental progress is a valuable and pragmatic alternative to delaying action in pursuit of an unattainable perfect solution - underscoring the importance of momentum and continuous improvement, over stagnation.

​​​​

​​

​

Phase 2 : Planning

​​

​

Launch Approach

​​

Based on experience, it is highly recommended to start with a top-down approach to implementing a new strategy framework. Although other bottom-up and inside-out options are perfectly viable, most organisations find success quickest by having the buy-in and support of  the company leadership from the outset - including CxOs, HR, Strategy Planning Teams, etc. Start with explaining how you intend to first take them, and then others, on the journey to better understand the challenges, align on the potential benefits and validate the proposed solution. Clear timelines, milestones and assigned responsibilities will be key to give visibility of progress and dependencies.

 ​

Assemble Your Team

​​​​

Establishing the right early-project team is arguably the most critical factor in achieving successful executive sign-off. This team may consist of a single person or, more commonly, a small group of 3–5 members who bring diverse skill, experience and perspective to ensure a strong project foundation.

​

At this stage, the primary objective is to assess and bridge the gaps between organisational challenges and current capabilities. For example:

​

- Strategic decision-making may be hindered by siloed departmental Excel files.
- Poor data quality might stem from inadequate governance structures.
- Operational inefficiencies could arise from disconnected systems.
 

Team composition is crucial. Operational process experts can provide valuable insights into real-world challenges, while technical experts ensure proposed solutions integrate seamlessly with existing systems. Effective communication and a structured, analytical approach are particularly critical during this phase.
 

​​

​Requirements Definition
​​

Clearly articulating your organization’s unique needs is essential to ensuring any proposed solution aligns with your strategic goals and operational priorities. The following key themes should guide your considerations:

​

Product features

Evaluate the functionalities required to support your workflows and objectives. Key considerations include:​

• Workflows: Ensure the solution can accommodate your operational processes effectively.

• Reporting Needs: Determine the level of detail, format, and frequency of reporting required to monitor progress.

• Governance: Assess how the solution supports compliance, security, and oversight requirements. Include any specific hosting requirements or preferences. 

• Customisation and Integration: Identify the need for adapting the product to fit your organisation's processes and ensure compatibility with existing tools and systems.

​​

Setup and Support

Assess your capacity to implement and maintain the solution effectively. Consider the following:​

• In-House vs. External Resources: Identify the availability of internal expertise and the potential need for external support to ensure timely and efficient deployment.

• Launch and Adoption: Plan for the resources needed to overcome the initial learning curve and achieve widespread adoption.

• Ongoing Support: Ensure that sufficient resources are earmarked for training, updates, and troubleshooting.

​​

Data Quality and Readiness

Evaluate the maturity and reliability of your existing data and its alignment with the new solution. Factors to consider include:

• Data Confidence: Analyse the accuracy and completeness of your current strategy and performance data.

• Data Definitions: Review data standards and nomenclature so cascading is consistent.

• Data Stability: If a significant portion of the data is to change soon, decide whether to pause and polish the data, or iterate on it within the new system.

​

​

Formal Proposal
​​

The kippy team will prepare a formal proposal based on your requirements as explained by your project team. The proposal will be in the form of 20 page document and will include details on implementation approach, customisation options, and ongoing support. It will also detail all the financial costs and terms for the mandatory and optional items available - including start availability, license renewal terms, consultancy services, etc. ​​​

​

 

​​

Phase 3 : Decision

​

Tailored Demo

​

Although not mandatory, using a tailored demo can help visualise how the solution can address your specific challenges. By highlighting key features of the product, resolving your biggest challenges, with your data, is the best way to help build confidence and let the executive team see exactly what they are buying. The setup can be as cursory and using kippy's one-click AI to build level 1 objectives and KPIs based on your company strategy and context - or copy-and-pasting you existing Level 1 data from Excel. Including screenshots of the end-state system help bring the business case to life, making it obvious why tracking will be simpler, why decision making with live reports will be more accurate, why governance will be more robust, etc.  

​​

​

Executive Sign-off

Executive approval is essential for moving forward. Present a summary of the benefits, ROI, and alignment with organisational goals. Highlight how kippy enhances collaboration and efficiency, ensuring decision-makers are confident in the investment.

​

Below is a typical presentation template to build an internal business case for implementing the kippy system in your organization:

​

Slide 1: Title and Vision Statement
Title: Why Kippy? A Business Case for Enhanced Organizational Efficiency
Vision: Clearly state the long-term organizational transformation Kippy enables.
Example: "Empowering our teams with real-time, streamlined tools for collaboration and productivity, driving innovation across the organization."
Incorporate your company’s core values and strategic goals.

Slide 2: The Organizational Challenges
Highlight specific pain points or inefficiencies within the organization that Kippy can address. Use data and examples.
E.g., disconnected workflows, outdated tools, low cross-departmental visibility.
Tie these challenges to broader organizational objectives (e.g., boosting productivity, aligning teams, or supporting digital transformation).

Slide 3: Why Kippy is the Solution
Detail Kippy's unique features and functionalities, mapped to the identified challenges.
Emphasize benefits like collaboration, real-time insights, or centralized project management.
Use case studies or scenarios where Kippy’s implementation solved similar issues.

Slide 4: Business and Employee Impact
Quantify the potential benefits (e.g., hours saved, increased team alignment).
Include:
Metrics: How Kippy aligns with your key performance indicators (KPIs).
Productivity gains or cost savings from streamlining processes.
Employee testimonials or surveys to highlight demand for improved tools.

Slide 5: Financial Justification
Include an indicative ROI or cost-benefit analysis.
Compare the cost of Kippy implementation with potential productivity boosts, operational savings, and avoided inefficiencies.
Break down costs into clear phases (implementation, ongoing subscription, etc.).

 

Slide 6: Competitive Benchmarking
Illustrate how Kippy stands out against other solutions.
Highlight strengths in customisation, ease of use, and integrations compared to alternatives.
Reference market research, including premium support and lowest integration cost.

 

Slide 7: Adoption and Change Management Plan
Outline your organisation's readiness for change and Kippy’s integration steps:
Fact-finding and alignment with goals.
Pilot programs for key departments.
Training and onboarding plans.
Milestone-based rollout.

Reference Top-Down Launch Approach

​

Slide 8: Stakeholder Engagement
List key roles and responsibilities for successful implementation:
Project sponsors and executive champions.
IT and operations teams for integration.
Change management leaders to drive adoption.

Slide 9: Success Metrics
Define how success will be measured post-implementation:
Example KPIs: System adoption rates, reduction in project delays, increased cross-functional collaboration.
Include a timeline for periodic reviews and optimisation.

Slide 10: Call to Action
Summarize the strategic value of adopting Kippy and request executive sign-off.
Provide a clear next-step plan e.g. "Approval will initiate a leadership pilot in Q1, followed by an organization-wide rollout."

​​​

Procurement

​

Finalise commercial agreements with kippy, ensuring clarity in scope of the service, including expectations for any future add-ons, support packages, and data migration plans. Set a realistic date for payment receipt and work with kippy team to agree a project kick-off date. 

​

​

 

Phase 4 : Implement

​

Project Kick-off

 

The project kick-off marks the official start of your kippy implementation. Host an introductory session with your team to outline the adoption timeline and assign roles. If you have purchased the Enterprise Accelerator Package, kippy's Principle Consultant will present the kick-off presentation which is ~40 slide deck summarising the project timeline, product overview, methodology overview, live demo, detailed activities of each Enteprise Accelerator phase, and next steps. It will also be crucial to communicate timelines and set expectations of when the solution will be rolling out so everyone can plan accordingly.

​​​​

​

Leadership pilot

​​

Starting with a leadership pilot program, a small team of leaders or managers will verify kippy's core capabilities and gain user acceptance. Their feedback will guide adjustments and serve as testimonials to encourage wider adoption across the organisation

.

​

Level 2 Adoption

​​

Expand kippy usage to the next level of the organisation, focusing on embedding it into daily operations. Provide training and resources to ensure a smooth transition. Monitor engagement and productivity improvements, refining workflows as needed.

​​

​

Level 3+ SOP

​

Integrate kippy into your organization’s standard operating procedures (SOPs). At this stage, the platform becomes an essential part of your workflow, driving productivity, collaboration, and long-term success. Conduct periodic reviews to ensure continuous improvement.

​

​

 

Summary​

​​

This guide equips you with the tools and strategies needed to build a compelling internal business case for implementing Kippy in your enterprise. By following the outlined steps—assembling a strategic project team, aligning with organizational challenges, and mapping Kippy’s value to measurable outcomes—you can secure fast executive sign-off and pave the way for efficient adoption.

 

Kippy offers additional support throughout this process, ensuring a seamless integration tailored to your organization’s unique needs. Whether you’re addressing operational inefficiencies or improving team collaboration, this guide helps you articulate the strategic value of Kippy clearly and effectively, setting your enterprise up for long-term success.

​

Please contact us if you have any questions.​​​​​​​​​