Learn Strategy Deployment to Realize Your Vision in 7 Steps

Strategy deployment training for leaders to create a compelling vision, translate it into effective strategies, and develop a well aligned execution roadmap..

In this Strategy Deployment Training you will learn how to to lead your team through the strategic planning and deployment process, creating an effective and aligned tactical implementation plan, while getting certified as a Strategy-Deployment Professional (SDP). Watch the video to get an overview, how to create such a playbook and the buy-in to roll it out.

Cases, when to use:

  • Confusion about future
  • Conflicting priorities
  • Lack of alignment
  • Unclear what to do

Clients, for whom:

  • Business leaders
  • Line managers
  • Investors and owners
  • Anyone who wants to aligned goals, strategy, plan

Process, how it works:

  • Define breakthrough objectives
  • Create strategies and tactics
  • Develop implementation roadmap

Benefits, what to gain:

  • Status and recognition as a strategic leader
  • People are fully engaged, aligned, committed
  • Total clarity on objectives, strategies, tactics, execution
  • Interactive
  • 100% online
  • Result-oriented
  • Toolkit included
  • Trainer supported
  • Roadmap creation
  • X-Matrix deployment
  • Practical case studies

What Is Hoshin Kanri and Why all Companies Need It?

How does hoshin kanri work what are the principle.

business plan deployment process

Policy deployment or  hoshin kanri  in essence means “management by compass”. The Japanese word hoshin means “direction” or “compass needle” and the word kanri means “control” or “administration”. This strategic planning framework defines the current state (baseline), the future state (target), the changes to be implemented (gap), and also the path (roadmap) to achieve the goal.  It steers an organization toward its unique long-term strategic objectives and intermediate goals, while maintaining and improving key business processes and results through systematic planning and good organizational alignment. 

The concept was initially developed by Professor Yoji Akao in post-war Japan to use the collective thinking power of all employees to make their organization best in class (BIC). It is a technique to align the long-term goals of an organization, guiding all decisions and actions to point into the same direction, the “True North”. Through the 7-step policy-deployment process, strategic goals are being communicated throughout the company and then put into action.  Because of its direct influence on organisational performance, it made the hoshin kanri framework an integral part of the Lean and Six Sigma toolbox. 

The Hoshin Kanri Framework Consists of 5 Layers and 3 Disciplines

Strategy deployment pyramid with empowerment and performance management.

This proven framework for deploying strategy helps the leadership team to  steer an organization toward its unique long-term strategic objectives and intermediate goals, while also maintaining and improving key business processes and results through systematic planning and good organizational alignment. It involves  translating aspirations and ambitions into mission and implementation plans, aligning  strategy, measures, and improvement efforts from across an entire organization toward its true north so that every employee understands the organization’s primary goals and strives to reach those goals through continuous improvement activities, both large and small.  The framework consists of 5 distinct layers:

Values – the fundamental believes that do not change over time.

Vision – the ambition or ideal future to be realised within 5-20 years., mission – the reason for being, what to achieve over next 3-5 years., objectives – the priorities, budgets, roadmaps, projects for the year., actions – the milestones, tasks, resources, dates, measures, results..

Hoshin kanri requires a strategic vision as an anchor point. From there, breakthrough objectives are derived, with specific goals to be achieved over a 3-5 year period. Once these long-term goals are defined, the executive team will then translate them into annual goals and objectives. Those 5-15 priorities typically cover strategies for commercial (customer, market), operations (quality, delivery, efficiency), technology (innovation, digital), and people (capability, teamwork, motivation). Annual goals are then broken down into programs and projects, with targets and ownership assigned. Doing so makes the strategy actionable, which is key, otherwise nothing will happen. Those projects and programs link the strategy-deployment process to the  performance-management  process,  allowing everyone to see how they are contributing to the overall mission.

Hoshin Kanri to Align Goals and Objectives Across the Organization

Strategy deployment model, hoshin kanri and nemawashi.

The policy deployment model connects the corporate team to mid-level management and to frontline employees. It ensures full alignment across functions and organisational levels, so that all activities point into the same direction, the true north :

Corporate – defines vision, mission, key objectives for the organization.

Sites – translate corporate objectives into local strategies and goals., functions – define functional objectives, roadmaps and projects., teams – develop improvement actions for lines, groups, and teams..

Companies that practice hoshin kanri commonly commonly use Deming’s “plan-do-check-act” (PDCA) cycle to cascade goals down and achieve consensus between entities, divisions, layers, functions, and teams. This is because Deming played a role in the spreading of quality control principles that influenced the development of hoshin kanri. The cyclical process is a way to plan for the future, not just to react to what is happening now.

Strategy-Deployment Process - The 7 Steps

Strategy deployment process in 7 steps.

The policy deployment process consists of seven steps to translate vision into strategy and operational plans (hoshin planning), and systematically executing those plans, while engaging everyone in the organization to pull into the same direction.

Establish organisational values, vision, and mission.

Develop strategic plans, long-term or breakthrough objectives., derive annual objectives, x-matrix, implementation roadmap., deploy roadmap to teams, define projects, and set targets., implement plans, track progress on the balanced scorecard., review weekly sprints, monthly progress, quarterly impact., summarize annual results and apply learning to the next cycle..

Hoshin kanri might seem like a top-down approach, where goals are being mandated by management and the implementation is being done by employees. But it is really a bi-directional approach, using the catchball process and x-matrix (scroll down to read more) to align people and get them behind the mission. 

Catchball Process to Set Targets and Align Goals

Catchball process for strategic planning with goal cascade.

The catchball process is a critical part of strategy execution, cascading goals and objectives top-down, while aligning people across functions and hierarchical levels of the organization. Catchball is a term derived from a children’s ball game, but instead of a ball, an idea or goal is thrown from person to person. Each catchball cycle involves three steps:

Translate an objective into a strategy (throw ball).

Make this strategy the objective of the next level (catch ball)., refine and adjust until both levels are fully aligned (prepare ball)..

The catchball system seeks to get opinions of all stakeholders through focused meetings and interactions to ensure the bidirectional flow of information to set targets, report status, and provide feedback throughout the organization. The catchball process is completed when all goals and objectives are cascaded down and fully aligned between leaders, managers, supervisors, and frontline. The following pictures shows an actual management team in a Hoshin planning session, using catchball to align on targets and way forward.

Lean strategy deployment team in Mexico.

The X-Matrix Is the Key Tool for Hoshin Planning

An effective strategic planning process requires alignment between people, purpose, priorities, and processes. The degree of alignment is mapped visually in the x-matrix, a tool that links strategic objectives to operational targets, and those targets to functions and processes. This planning matrix translates long-term goals and breakthrough objectives into strategies, tactics, and operational targets. The policy implementation team works then bottom-up to identify required resources, skills, and structures to achieve those strategic objectives. As a final step, detailed roadmaps are being developed for each entity and team, specifying targets, tasks, timelines and ownership for implementation.

X-Matrix Elements: The 6 Building-Blocks of a Strategy Deployment Plan

X-Matrix, 6 steps to develop the strategy deployment system.

X-Matrix Development Process in 6 Steps

The x-matrix summarizes the strategic plan on a single page. It connects an organisation’s purpose (mission) to its long-term or goals (objectives), and those to annual objectives (strategies), to programs and projects (tactics), to performance metrics and targets (targets), and those to the people responsible for the implementation and accountable for the impact (owners). Here are the 6 steps to develop the x-matrix to systematically deploy policy:

  • Mission : Define the purpose and principles, how to act every day to achieve ambitions someday, e.g. “Provide access to the world’s information in one click” (Google) or “Think differently and challenge the status quo” (Apple). —
  • Objectives : Define long-term goals, the breakthrough objectives for the next 3-5 years. Examples: (a) Achieving same-day delivery, (b) Creating drawings right first time, (c) Implementing end-to-end flow, (d) Maturing to Lean Gold  level. —
  • Strategies : Define changes to implement, objectives and key results (OKR) for the year. Examples: (a) Rationalize the product portfolio, (b) Develop strategic partners, (c) Develop new product line, (d) Reduce design errors in half. —
  • Tactics : Define improvement priorities, projects and programs for the year. Examples: (a) Eliminate the top-5 root causes, (b) Set up a sales office in Shanghai, (c) Remove non-moving items from inventory, (d) Certify 15 Lean Six Sigma Black Belts . —
  • Targets : Define performance metrics, baselines and targets for the year. Examples: (a) Productivity from 28 to 40 per hour, (b) On-time delivery from 78% to 95%, (c) Sales from $216M to $281M per year, (d) Portfolio margin from 15% to 20%. —
  • Owners : Define people responsible for implementation and impact. Example: (a) Mark Morrison to implement design rule checker for auto-validating sales orders, (b) Bob Brenson to eliminate root causes of top-5 customer complaints.

X-Matrix Example: 5-Year Strategic Plan for a Service Company

The following example shows how a service company its goals into committed action plans. It starts with the m ission to “Deliver excellence by providing an industry-leading customers service from design to delivery” , translated into breakthrough o bjectives “Error-free service”, “Same-day delivery”, “Sales increase by 50%”, “Lean culture”, and “Gold maturity level”. 

X-matrix strategy deployment Excel template.

For example, to pursue “Error-free service”, the team has defined the strategy “Reduce design errors” and the  two tactics “Root cause elimination on top-5 complaints” and “Install design-rule checker application”. Progress is measured in terms of quality, the number of errors per order, to be reduced from 1.8% to 1.0%. Mark Manson, the head of IT is leading this project, ensures that the new application is installed, people trained, and the target achieved. 

The System to Deploy Strategy Consists of X-Matrix and Roadmap

The strategy-deployment system consists of two parts. The firs element is the X-MATRIX which links to link the mission to objectives, strategies, tactics, targets, and ownership. The second element is the ROADMAP to plan tasks and deliverables for each initiative and month. The outcome of this planning process is a 12-month implementation schedule, the “MASTER PLAN” for Strategy Deployment .

Strategy Deployment Roadmap System.

What Is a Roadmap and How Does It Work?​

The s trategy deployment roadmap is the hoshin plan that defines how to achieve the strategic objectives, the “ wildly-important goals (WIG) ” or “ must-win battles (MWB) “. The roadmap lists priority programs and projects, associated metrics and targets to measure progress, and the timeline, milestones, tasks, and deliverables to achieve the set targets. The roadmap is used as a major communication tool that clearly defines the “What” and the “How” to achieve the gaols. It is also referred to as “master plan” that makes status and issues transparent, so they can be addressed before growing into major obstacles, deviations, or delays. Such strategy implementation plan helps the team to stay aligned and on track, while addressing the challenges in deploying the plan . It works identically to a product roadmap or project roadmap. 

What Are Roadmap Elements? How Does a Robust Roadmap Look Like?

To make a Roadmap an effective instrument for strategy implementation, it must cover 6 key elements:

  • Tactic – a short description of the initiative, e.g. scrap reduction, right first time, same-day processing etc. —
  • Metric – the indicator to measure progress with clear description or formula, e.g. time between entry and confirmation.  —
  • Unit – unit of measure, e.g. parts per hour, good units produced, number of tests per employee-hour, score per checklist. —
  • Baseline – performance at the beginning; important because all improvements will be measured against this reference. —
  • Target – desired level of performance at the endpoint, which is typically the end of the year or the implementation period. —
  • Schedule – a detailed plan with tasks and targets for each initiative and month to close the gap to the year-end target. 

Additional resources:

  • Download the   KPI-X Toolkit  which includes the roadmap template and the x-matrix template, and also KPI-tracking sheets for the scorecard.
  • See also the article from the Iowa State University: “ Vision and Mission Statements – a Roadmap Where You Want to Go and How to Get There “.

How to Get Started With Policy Deployment? Download the Ebook and Do the Exercises

Change Management eBook

Even though the concept of policy deployment might look a bit overwhelming at first, it is not really complicated. In fact, the biggest hurdle is to get started.  Once you have defined the “What” and the “Why”, you will naturally proceed to develop the “How”.  Formalizing the  goals and plans allows everyone to see the “big picture” and align actions and decisions to contribute to the mission. 

The ebook “What Transformations Fail and The 7 Keys to  Design  Effective Change Programs” provides  guidelines on how to improve the the success rate of improvement initiatives. Those include the  7 factors for a strong vision, the 7 factors to set effective goals, and the 7 factors to successful implement change. This ebook contains fillable pdf-worksheets, so you can develop your program while learning the theory. For best results, use the Adobe Acrobat reader (free).

Start now, follow the guideline and complete the three exercises to design effective projects and programs – a prerequisite to realize your vision.

Take the Policy Deployment Course to Become a Certified Strategy-Deployment Professional

As a leader, you are guiding your team through the strategic planning workshop to clarify the vision and mission, analyze internal strengths and weaknesses, and external opportunities and threats. You will then identify gaps and issues that need to be addressed to achieve the mission. From there, you will formulate goals and objectives to set up the x-matrix, which serves as a compass to guide the organization and ensure its long-term growth and sustainability. Using this corporate compass as a base, you will then develop the deployment roadmap, specifying initiatives, activities, timing, resources, goals and deliverables – the blueprint to achieve the mission.

Roles for this training course include sponsor, student, coach. The sponsor allocates resources and provides context, such as an unclear strategy, lack of commitment, delayed implementation, or resistance to change. The student invests time to develop and implement the policy implementation system. The coach evaluates progress, provides advice and feedback.

Building the policy-deployment system is one of the most important, exciting, and challenging exercises an organization can undertake. It requires the full engagement of the leadership team and a capable moderator, the strategy-deployment professional, to guide the team through the planning and alignment process – a prerequisite for successful implementation.

Strategy Deployment Certificate of Achievement.

Strategy Deployment Professional

Coaching-supported expert course to realize challenging goals by developing strategies and tactics, and translating them into effective execution plans.

Strategy Implementation Training for Professionals

  • Build skills to realize your vision and ambitions
  • Systematically develop and deploy strategy
  • Define powerful vision and mission statements
  • Develop goals and breakthrough objectives
  • Translate strategy (what) into tactics (how)
  • Develop projects, programs, and initiatives
  • Create the visual master plan: X-Matrix
  • Define monthly objectives and key results: OKR
  • Develop an implementation plan: Roadmap
  • Build the system, connect X-Matrix to Roadmap
  • Create alignment and commitment across all levels
  • Complete the course with a professional certificate

When Should You Consider Strategy Deployment Training?

  • Past failures . Review previous project, programs, and annual plans. Did you get where you wanted to be? If not, you may want to try something new. Getting skilled in strategy development is the first step, signaling your team and organization that something has changed, that you are committed to improve the way of planning and achieving goals. —
  • Distributed workforce . Is your organization spread out geographically? Are people working remotely or across regions? When people work from different places it is often challenging to keep them pointed in the same direction. A solid method for strategy management helps keeping everyone on the same page even if they are not under the same roof. —
  • Weak engagement . To act in the interest of the organization, people need to understand the big picture and see a clear connection between what they are doing and the ultimate outcome. Being skilled in policy development and deployment helps aligning individual, departmental, and corporate goals. —
  • Top priority . Do you have any “Must-Win-Battle”, “Wildly-Important-Goal”, or “All-Or-Nothing-Mission” to deliver? Because failure is not an option, you will will need any method and structure that helps you to identify and remove barriers, and track the progress toward those must-do goals. —
  • Poor visibility . Do you know all the obstacles that you have to address? If not, there is a good chance that you will hit roadblocks that prevent you from reaching your goal on time and budget, if at all. If you have been surprised by a lack of progress, missed forecasts, or unanticipated changes, it is time to consider upgrading skills and systems for better strategy execution. Good visibility means no surprises.


Even the best organizations are facing such challenges from time to time. By taking the Strategy-Deployment Training , you will be able to tackle them quickly and effectively, bringing your team together and on the same page, getting to the finish line on time and on budget with a high level of confidence.

business plan deployment process

What Is Software Deployment? Process and Best Practices

May 31, 2023

by Washija Kazim

software deployment

In this post

Why is software deployment important, software deployment vs. software release, stages in the software deployment process, types of software deployment, benefits of software deployment, common challenges with software deployment, best practices for deployment in software.

For an average user, buying the right software is the greatest feat. But, in the end, how you deploy it makes all the difference.

Deployment in software is all about making a tool available for use in a way that ensures maximum optimization, security, and compatibility. Software solutions vary in their uses and performance, so the software deployment process has to be customized to their specifications.

What is software deployment?

Software or application deployment is one of the last stages in the development process. It involves installing, configuring, and testing a software application to prepare it for operating in a specific environment. 

The software deployment process can be manual or automated, but developers should do it at the least disruptive time in an organization’s workflow. Many companies use software asset management (SAM) tools to monitor and manage software deployment and licenses for all end users. These solutions also make the process of installing software to all endpoints easier. 

Development and operations (DevOps) tools like continuous delivery software enable developers to generate deployment-ready code quickly. This means software releases remain in a deployable state, enabling automatic deployment to production within seconds.

As far as management goes, the deployment phase comes right after the buying process is over when you’re ready to introduce the new solution to your team. The deployment phase will cover the period when your company goes from not using new software to using it efficiently.

The development process is incomplete without deployment. The software can’t serve its intended purpose until correctly distributed. 

Software deployment is designed to meet changing business needs by delivering new features and updates that drive customer satisfaction. It enables developers to deliver software updates and patches to users by building and testing the impact of new code and how fast it responds to demand changes. Patch management software solutions are commonly used to automatically alert users of new updates.

Deployment in software eases business processes with custom solutions and enhances company-wide operations and productivity. You can save time with an automated software deployment process, which makes the installation faster than native ways. 

The software deployment process also includes continuously monitoring newly deployed environments to execute the timely rollback of an update if something goes wrong. Moreover, software deployment enhances the safety of critical processes and sensitive information by delivering necessary updates as soon as possible. 

Software deployment and software release sound similar, but they refer to two distinct aspects of the development process. 


Software release focuses on the different stages of developing an application, but software deployment is the process of running an application on a server or device and making it available for end users. 

A new software release includes a distinct code version and supporting resources that are assigned a version number. The new version is given a unique release number when this code is updated with bug fixes. This lets developers distinguish between the different versions and identify the latest release. 

A software update is either deployed to a test environment (machine or server) or into a live environment. The deployment process is repeated until the application is running error-free. 

Software deployment methods:

There are mainly two methods through which software deployment is carried out. 

  • Network or domain-based deployment connects different IT devices like computer systems and servers to release the software.
  • Agent-based deployment uses an internet connection to successfully deploy software to any device.

Deployment in software comprises three stages: preparation, testing, and deployment. The software deployment process changes from company to company, but it’s usually either based on an existing framework or a customized strategy that caters to business objectives and goals.

Let’s take a look at what each stage looks like, along with a checklist of best practices.


During this stage, developers test if the code is running smoothly and ready to deploy. Then, they must gather all the code along with all the configuration files, libraries, and resources needed for the seamless functioning of the application. These items combined create a single package to be released.

Preparation checklist:

  • Notify all the stakeholders about the upcoming deployment.
  • Identify and inform all the collaborators to reduce friction between the teams involved in the software development lifecycle (SDLC) process.
  • Check third-party software requirements to ensure everyone knows their uses to minimize any issues in the future. 
  • Map out the deployment process to ensure everyone is on the same page.
  • Have a rollback plan ready in case any critical issues occur during deployment.
  • Establish key performance indicators (KPIs) to measure the deployment’s effectiveness and determine whether it succeeds or fails.

The testing stage has to validate the software update before it reaches the deployment stage. During this phase, the update is deployed to a test environment and subjected to automated tests. Developers then review the results of these pre-configured tests to fix any errors before deploying the update to a live environment. 

Testing checklist:

  • Conduct unit tests on a small portion of the software to verify that the results meet your requirements.
  • Integrate unit tests with the continuous integration (CI) tools to automatically build and verify each portion and remove bugs easily.
  • Create a staging environment like your target production environment and run tests to ensure your code works as intended.
  • Run end-to-end tests to check the application’s workflow and its compatibility with other components like hardware and network connectivity. 
  • Seek feedback from stakeholders to determine whether your code is ready for production.
  • Use smoke tests after deployment to make sure the software has no regressions.

Once the update is thoroughly tested, you can deploy it to the live environment. At this stage, the main job is to look out for bugs and errors that might occur on the live server and fix those to deliver the best experience possible. 

Deployment checklist:

  • Deploy to the production environment to let users interact with the software.
  • Monitor performance closely by matching it with your predetermined KPIs and checking for errors.
  • Automate rollbacks so you can go to the previous version if the release is unsuccessful. 
  • Check environment health to identify potential issues with the operating system (OS) or database. 
  • Keep track of logs to gain insight into how the software is running and identify security threats.
  • Document everything to maintain consistency when you want to change the new version.

Many developers still prefer to host applications using on-premises IT infrastructure. However, cloud service providers like Amazon Web Services (AWS) and Google Cloud Platform (GCP) offer tools like IT infrastructure as a service (IaaS) and platform as a service (PaaS). 

These tools allow developers to deploy software into live environments without worrying about handling their storage and virtualization servers.

When it comes to the different types of software deployment and strategies, here are a few common ones to know about. 

Basic deployment

The basic deployment type is simple, quick, and cost-effective. It updates all target environments simultaneously to introduce the new version of the software. But it’s also vulnerable and risky as it doesn’t deploy software in a controlled fashion, which makes it difficult to roll back an update.

Rolling deployment 

This software deployment involves slow updation and replacement of the old application version with the new update. It’s flexible because it allows gradual scaling up of the new version before scaling down the old version, resulting in no downtime. But rollbacks are also slow and gradual in this case.

Blue/green deployment 

This deployment type works with two versions of the application: the current version (blue) and the new version (green). Only one version is live at a time, allowing developers to run the blue version while testing the green version simultaneously. Once the deployment is successful, you redirect the traffic from the current version to the new one. 

This deployment allows instant rollbacks, making it less risky. But it’s also expensive since you need to cover the operational cost of two environments.

Canary deployment

The canary deployment method sends out application updates in an incremental fashion. It starts with a small badge of users and continues the rollout until you reach 100% deployment. This is the least risky deployment strategy as it allows teams to test live updates on small groups of users before pushing them out in larger badges. 

It’s also more effective because you conduct tests on the live version instead of staged environments. Rollbacks are fast, and there’s no downtime in this case.

Multi-service deployment

A multi-service deployment is similar to a basic deployment but a little less dangerous. It updates the target environment with multiple services simultaneously; it’s useful for applications that have version dependencies. This deployment type is fast to roll out, but slow to roll back.

Shadow deployment

This deployment type releases two parallel versions of the software, redirecting the incoming request from the current version to the new version. It aims to test whether or not the newer version meets the performance and stability requirements. If it does, the deployment is safe to roll out. While this is considered low-risk and accurate in testing, this strategy is highly specialized and complex to set up. 

A/B testing

This method is more of a testing approach than a deployment technique, but it works similarly to canary deployment. A/B testing involves reviewing two versions of updates in small badges on a targeted set of users. It helps organizations identify which features have a better conversion rate.

With software deployment, organizations thrive by meeting changing business needs and enhancing business processes. But it brings many other benefits to the table, like:

  • Assisting with Internet of Things (IoT) integrations to ensure connectivity of user devices and other physical appliances, resulting in improved business efficiency.
  • Saving time with automated solutions that require no human intervention. When executed correctly, the entire deployment process takes only a few hours. For example, this paperless savings calculator shows how much a service business can save by deploying management software.
  • Enhancing security by providing control over the IT infrastructure of your organization. Deploying software in a structured way is more secure and effective than downloading and installing software on individual systems. 
  • Managing big data effectively by gaining the ability to process and comprehend big volumes of data and monitor trends to set more accurate goals through an organized dashboard. 
  • Increasing productivity by introducing state-of-the-art features that cater to specific requirements.

While the expectation with software deployment is that the update will perform as intended, sometimes it doesn’t happen like that. A lot can go wrong after the deployment stage, resulting in the need for re-deployment, hardware upgrades, or other fixes.

  • Preserving data integrity : Maintaining consistent data records is one of the biggest challenges when deploying software, especially in an organization that relies heavily on traditional methods of data management. If the captured data is inaccurate, it affects the workflow of the entire organization.
  • Lack of backup: Many things can go wrong with software deployment, like an error in the code, an infrastructure issue, or a sudden hardware failure. To avoid the worst consequences, it’s essential to keep a stakeholder-approved database backup ready to be restored in emergencies. 
  • No feedback loop: The deployment success can only be determined when the end users are satisfied. Opening yourself to intake feedback from them allows you to identify challenges and make practical improvements to your update. 
  • Failing to anticipate pricing: Every deployment process will have hidden costs that you must account for during the preparation stage. Failing to do so results in unforeseen expenses and hefty bills.
  • Resistance to change: It’s only natural, especially when you suddenly want to introduce digital tools to more traditional employees, so make sure you’re communicating the benefits and training them well.

Considering the many challenges that may arise during or after deployment, it’s always a good call to be cautious and preventive. Bring effectiveness to your software deployment process by keeping in mind the following best practices:

  • Implement a deployment checklist to ensure you know what needs to be done and when. It also enables you to track every detail without missing crucial steps.
  • Keep separate clusters for production and non-production instead of one large cluster for everything. This prevents issues with resource consumption and security. 
  • Use compatible software deployment tools that work with multiple platforms like Windows , Linux , macOS , Android , and iOS . This stops vendor lock-in and gives you higher flexibility and functionality. 
  • Track deployment metrics to continuously monitor the performance of the process and for measuring its success. Ideally, tracking metrics should be part of an automated workflow .
  • Automate the database to application code that also includes a rollback mechanism in case of a failed update. This incorporates an automatic update pipeline for new changesets and makes reviewing the code safe in a temporary environment.

Ready, set, deploy!

Effectively implementing a software deployment process enables your business to scale software management across devices successfully. By preventing extensive downtime and enabling automated rollbacks, deployment supports business continuity and productivity. 

While every deployment process probably has a few hiccups, the benefits outweigh the risks – easily. Plus, you can include several best practices in your deployment checklist, like using automation technology, to minimize those risks by a significant margin. 

Learn everything about test automation and how it can simplify your software testing process. 

software asset management

Take charge of your software needs.

Use the best software asset management tools to document and track your software deployments and licenses.

Washija Kazim photo

Washija Kazim is a Content Marketing Specialist at G2 focused on the IT management and Fintech persona. With a professional degree in business administration, she has written for industries like SaaS, ad tech, and e-commerce. She specializes in subjects like business logic, impact analysis, process mining and modeling, data lifecycle management, software deployment, digital banking, and cryptocurrency. In her spare time, she can be found buried nose-deep in a book, lost in her favorite cinematic world, or planning her next trip to the mountains.

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  • | The Software Deployment Process: Steps, Importance, and Best Practices

The Software Deployment Process: Steps, Importance, and Best Practices

A software deployment process is a structured, systematic approach to implementing software solutions in a business environment. It is one of the stages in the software development process, which includes development, testing, deployment, and ongoing operations. It involves installing, configuring, and testing a software application to prepare it for operating in a specific environment.

Software deployment steps typically include:

  • Planning and assessment: Defining the scope of the project and to establish a clear set of requirements for the software solution.
  • Development or configuration: Building or configuring the software to address the needs of its end users.
  • Testing and quality assurance: Subjecting the software to  rigorous testing to ensure it functions as intended and is free of any defects.
  • Deployment: The software is installed and configured on servers intended to run it, or on end user devices.
  • Monitoring and maintenance: Ensuring that the software continues to meet the needs of its end-users on an ongoing basis.

What are the Main Software Deployment Steps?

1. planning and assessment.

The first step in the software deployment process is to carefully plan and assess the organization’s needs and objectives. This involves identifying the specific problems or challenges that the software is intended to address, as well as establishing a clear set of requirements for the solution. This information is then used to guide the selection and development of the software, ensuring that it is tailored to the unique needs of the business.

During the planning and assessment phase, it is also important to consider any potential constraints or limitations, such as budget, resources, or infrastructure requirements.

2. Development or Configuration

Once the organization’s needs and objectives have been identified, the next step is to develop or configure the software solution. This may involve customizing an existing software package, developing a bespoke solution from scratch, or integrating multiple software applications to create a unified system.

During the development or configuration phase, it is essential to ensure that the software meets the organization’s requirements and that it is compatible with existing systems and infrastructure. This may involve conducting thorough testing and analysis, as well as working closely with stakeholders to ensure that the software is fit for purpose.

3. Testing and Quality Assurance

Before deploying the software in a live environment, it is crucial to subject it to a rigorous testing process. This ensures that the software functions as intended and that it is free of any defects or bugs. The testing phase is essential because it helps to identify and resolve any issues before the software is deployed, minimizing the risk of problems or downtime.

The testing process typically involves a combination of manual and automated testing methods, as well as a thorough review of the software’s performance, functionality, and security. This helps to ensure that the software meets the organization’s requirements and that it is reliable, efficient, and secure.

4. Deployment

Once the software has been tested and approved, it is time to deploy it to its end users. This involves installing and configuring the software on the appropriate hardware and infrastructure (in the case of an enterprise application or cloud solution), or deploying it directly to end user devices (in the case of consumer software or mobile applications).

The deployment process also involves monitoring to ensure that the software continues to meet requirements, addressing issues promptly, and rolling back the deployment to a previous working version if needed.

5. Monitoring and Maintenance

The software deployment process does not end once the software is running in production. It is essential to continually monitor the performance and functionality of the software, as well as to address any issues that may arise. This can help to ensure that the software remains fit for purpose and that it continues to deliver the desired results. Monitoring and maintenance may involve regular updates, patches, upgrades, or configuration changes.

Benefits of an Effective Software Deployment Process

A structured software deployment process can reduce the risk of issues or downtime during implementation. By following a clearly defined set of steps, businesses can identify and resolve any problems before they become critical, minimizing the potential for disruption to operations or end users. This is particularly important when deploying complex or mission-critical software solutions, as any issues can have a significant impact on the organization’s operations or its end users.

Another key benefit of a well-planned software deployment process is that it can save businesses time and resources. By following a systematic approach, organizations can avoid common pitfalls and streamline the implementation process, reducing the time and effort required to deploy new software solutions. This can lead to significant cost savings, as well as freeing up valuable staff resources to focus on other important tasks.

Finally, a well-planned software deployment process can help to improve the overall quality of the software solution. Through thorough testing and careful configuration, businesses can ensure that their software is reliable, secure, and efficient. This, in turn, can lead to a better user experience and increased user satisfaction.

The Importance of Automation in Software Deployment

As software systems grow in complexity and scale, automation has become an indispensable part of the software deployment process. Automation in software deployment is the use of technology to perform routine tasks that would otherwise require human intervention. This helps to minimize human error, streamline processes, and improve efficiency.

There are several reasons why automation is critical in software deployment:

  • Efficiency and speed: Automated processes are significantly faster than manual ones. Automation can help speed up the deployment process by automating repetitive tasks such as code deployment, database updates, and configuration changes. This not only reduces the time to deployment but also allows for more frequent updates and improvements to the software.
  • Reducing human error: One of the most common causes of deployment failures is human error. Mistakes can easily be made during manual deployment processes, especially when they are complex or involve numerous steps. Automation reduces the risk of such errors by removing the need for human intervention in many parts of the process.
  • Consistency: Automation ensures that every deployment follows the same process, helping to maintain consistency across different environments. This is particularly important when deploying software across multiple servers or environments, as it helps to ensure that each deployment is identical, reducing the risk of inconsistencies and potential issues.
  • Scalability: As the business grows and the software needs to be deployed to more servers or environments, automation makes it easy to scale the deployment process. Automated deployment processes can easily be replicated across multiple environments, making it much easier to scale up the software as needed.
  • Monitoring and reporting: Automation tools often come with built-in monitoring and reporting features, allowing for real-time visibility into the deployment process. This makes it easier to identify and resolve issues quickly, and it provides valuable insights that can be used to improve future deployments.

Cost savings: Although there may be an initial cost to set up automated deployment processes, the long-term savings can be significant. Automation reduces the need for manual intervention, freeing up staff to work on more valuable tasks. It also reduces the risk of costly errors and deployment failures.

Software Delivery Made Easy with Codefresh

Codefresh takes an opinionated but flexible approach to software delivery. To deploy an application, simply define the git source of manifests and set a deployment target. Doing this from the UI will commit the configuration to git. Once in git, Codefresh will automatically detect the application and deploy it.

git commit

Progressive delivery has long been out of reach for release teams because of complex requirements. In the Codefresh platform, progressive delivery strategies like canary or blue/green deployment can be simply defined in a declarative manner. These progressive delivery strategies can greatly reduce the risk of rolling out new changes by automatically detecting issues easily and rolling back to previous stable versions.

Below you can see how a canary deployment is managed automatically in Codefresh.

Canary Deployment

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Lemon Learning

Software deployment: 5 essential steps to successful deployment

Sarah chohan.

business plan deployment process

Every modern day business needs software to ensure the management of its activities. Installing and maintaining applications on your various workstations is sometimes difficult. To limit downtime and bugs, it’s therefore necessary to follow a rigorous process for managing the release of your software. How should you go about it? Lemon Learning explains the 5 steps you need to successfully deploy software within your company.

Deployment planning

Plan your software deployment project down to the last detail. Great planning is essential to the success of your production processes, especially when it comes to deploying applications. You need to create software packages and thoroughly test them for functionality. Without thorough organization, you risk unanticipated errors throughout the deployment. It’s important to involve the stakeholders of the development team in the software deployment process through consultations. This ensures that everyone is on the same page and can contribute effectively to the deployment project.

Whether it’s an upgrade or a first-time installation , there are several ways to plan your deployment process. Organize a global meeting including a representative from each team (software users, CIOs, decision-makers, etc.) and gain their support on the software version, its features and application. You might also be required to write a business case ( opportunity study ).

Planning each step of the deployment process will help to define the tasks required to implement the project. You also need to create a deployment schedule to ensure that the installation process meets time constraints and milestones.

Preparation of the environment

In IT, the environment is defined as all the system software and equipment necessary to the performance of an application. Preparing the environment is therefore an essential step in the deployment of your software. This phase offers companies and their teams the opportunity to prepare the necessary infrastructure (computers, data center, servers, software solutions, etc.) to support the various applications.

They will be able to make the necessary adjustments to optimize the performance of the deployed software. Preparing the company’s IT environment ensures every element of the application is compliant and can be put into production. Through this step, you will be able to choose appropriate software deployment tools to complete your project.

business plan deployment process

Testing and validation

During the test and validation stage, use the software in a simulation environment to identify its bugs and confirm its functionality. The tests can be carried out by you or your collaborator, but it is wise to gain a second opinion from your collaborator before deployment. At the end of the testing phase, you will understand how to correct or optimize the performance of the application.

The tasks to be performed in this project will depend on the complexity of the deployment process. Logically, they can be time-consuming if the changes are significant. Here are some examples of operations to perform to assess the effectiveness of the application :

  • Perform software usability testing
  • Reconstruct each software scenario (interactions with users and systems, services and equipment)
  • Improve software integrations
  • Amend or limit any software risks
  • Detect software bugs…

Any issues you identified should be corrected by members of the deployment team. Upon completion, you should also perform software regression testing . These will allow you to check the functionality of the application again after the changes have been implemented. Only then will the software be validated and deployment can begin.

Gradual deployment

Once quality checks have been completed and the software approved, you should consider a gradual roll-out. The production release is done in a real production environment (as opposed to the simulation). It is therefore recommended to perform more tests to evaluate the functionality of the software within it. For this purpose, you can analyze the software integrations and make the necessary corrections to the application to improve its performance. Concretely, the progressive deployment of a software is carried out according to different phases:

  • Development of the software in real environment
  • Carrying out conformity and reliability tests
  • Analysis of software key performance indicators (KPIs)
  • Gradual implementation of software integrations (updates, maintenance, etc.)

Any changes to the software must be communicated to the members of the deployment team, in this case the end users. The editor can assist you throughout the production process. It is still necessary to have good web accessibility and to put in place an effective strategy to guarantee the security of your network . Please take the necessary steps to protect your business information.

business plan deployment process

Training and user support

Once implemented, continue to regularly monitor and manage your software to guarantee consistent results long term. This requires the end user training in the application. In particular, there are various software deployment tools that can help you with your project. Those that run on the cloud are increasingly in demand, as they promote the automation of your processes.

Any company looking to save time during software deployment can benefit from Lemon Learning. Implemented in 2014, it is now an essential tool in the adoption and configuration of software (CRM, ERP, HRIS, etc.). The integrable application offers you interactive guides and built-in contextual tutorials that help you craft effective deployment settings .

The tool’s interface is extremely easy to use. The Lemon Learning solution also helps you analyze the performance of your business software, making it possible to implement strategies to optimize their operation. Adopt our tool to deploy your software without worrying. We guarantee quality technical support.

You benefit from an attractive reduction in your face-to-face training costs and automated content updates, giving you the opportunity to save time . Do not hesitate to contact us to request a quote and develop your project together.

business plan deployment process

About Lemon Learning

L aunched in 2014, Lemon Learning is a leading SaaS solution, specialized in driving the adoption of enterprise software (CRM, ERP, Procurement, HRIS…). Our approach integrates interactive guides and contextual tutorials seamlessly into the application interface, empowering users to navigate and leverage software with ease.

With Lemon Learning you can analyze software performance, optimize usage, and reinforce its effectiveness. Key benefits for Lemon Learning customers include:

  • 50% reduction in support costs on average 
  • 75% reduction in face-to-face training time
  • 70% reduction in time to create and update content

  Lemon Learning is compatible with all web based software.

A propos de Lemon Learning

Lancé en 2014, Lemon Learning est une solution web, leader en France, dans l’adoption des logiciels d’entreprise (CRM/ERP/Achat/SIRH…) grâce à des guides interactifs et des tutoriels contextuels directement intégrés dans l’interface de l’application.

La solution Lemon Learning permet également d’analyser les performances   de vos logiciels métiers pour optimiser et renforcer leur utilisation.

Les avantages pour les clients de Lemon learning sont nombreux :

  • 50% de réduction sur les coûts de support en moyenne chez nos clients
  • 75% de réduction du temps de formation en présentiel
  • 70% de gain de temps dans la création et la mise à jour du contenu

Enfin, Lemon Learning est compatible avec tous les logiciels webs.

Quiénes somos

Lanzada en 2014, Lemon Learning es una solución web, líder en la adopción de software empresarial (CRM/ERP/Compras/HRIS…) gracias a guías interactivas y tutoriales contextuales directamente integrados en la interfaz de la aplicación.

La solución Lemon Learning también le permite analizar el rendimiento de su software empresarial para optimizar y fortalecer su uso.

Las ventajas para los clientes son numerosas:

  • Reducción del 50% en los costos de soporte en promedio con nuestros clientes
  • Reducción del 75% del tiempo de formación presencial
  • 70% de ahorro de tiempo en la creación y actualización de contenido

Lemon Learning es compatible con todo el software web.

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business plan deployment process

Deployment Planning: Everything You Need for Success

Sep 28, 2019

The key to success for every enterprise project is a well-thought-out plan. One of the biggest mistakes that most teams make is having practices in place that lead to last-minute scrambling. Due to this, team members are likely to miss important steps.

So, to ensure smooth deployment, a step-by-step process for bringing a project’s final stage into production is a must. This is called a deployment plan.

In this post, we’re going to cover deployment planning and how you can use it to achieve business success in detail.

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Test Environment Management

What Is Deployment Planning?

First, you might be wondering what deployment planning even is. But before we cover that, let’s get even more basic and define deployment.

In general, deployment refers to moving an object to a place where some action can be performed on it. In the case of software development, deployment means making an application ready for delivery.

Now that we have an idea of what deployment is, let’s get on to deployment planning. Deployment planning is a process that takes even the most minor details into consideration. You can check whether the product is intact and bug-free, and you can ensure a smooth customer experience.

So how does the creation of a deployment plan work? First, the project manager creates a deployment plan. After that, the project team reviews it, before deployment. The project schedule allots time for each activity related to the project. And teams can get insight into the process by referring to the deployment planning framework during deployment.

Things to Consider While Creating a Deployment Plan

Every company has a vision of what they want their work culture to be. And most know that creating a deployment plan will benefit the company immensely. But not all put in the work to develop a sustainable approach for the betterment of the business, nor do they know the key things to consider before making a deployment plan.

So, here is a list of things to consider while creating a deployment plan. Let’s take a look.

Cater to Software, Hardware, and Staff Requirements

Software and hardware needs are two of the most important things to consider before you start deployment planning. Besides, it’s important to know how many team members can accomplish prescribed tasks within the stipulated time frame. You have to take note of which team member is doing what, too.

The project planner should have a clear idea of who’s involved, the skill sets required, and the dedication level needed. The team must upgrade the software in a timely manner and keep the licenses up to date as well. And that’s not all. The team members involved also have to cater to any hardware needs prior to deployment planning.

Involve Maximum People

Here’s a rule of thumb: never try deployment planning at an individual level. Since a lot of people are involved in the deployment phase, it’s wise to include them in deployment planning. Most companies tend to keep the experts in the loop and leave out the newbies. That’s a mistake.

While experience holds a lot of value, fresh recruits have brand-new skill sets and innovative ideas. Let the employees know their specific role, even if they’re working as a team. When you share the workload evenly during deployment planning, you boost success rates.

Follow the Q x A = E Rule

In the Q x A = E rule , Q stands for technical quality. After that, A stands for cultural acceptance. Finally, E stands for effectiveness. Only with the perfect combo of technical quality and cultural acceptance can a company succeed in deployment planning.

Your team needs to put their heads together to make the product technically sound and innovative. And remember that the end users may not be tech geeks. Keep things simple. Also, you’ll want to maintain optimum product quality. It will help your team to successfully plan a deployment.

Consider Why, Where, and How in Order to Choose a Deployment Approach

So now you’re ready to pick out your deployment approach. First, you need to articulate why you want sustainable performance for your company. Ask yourself, “How will it lead to the improvement of the business?” Secondly, ask, “Where do I want to see the company in the future?” And of course, you need to plan out the steps to achieve this target. This also refers to how you should begin creating your plan.

There are two approaches to starting your deployment plan.

The first approach involves rolling out the entire deployment plan at once. Training for the novice and the experienced takes place side by side.

The second approach confines the new plan to a small area of the business. For instance, you might have a dedicated department to carry out deployments.

The first approach offers greater sustainability since no teams or their members are treated with favoritism. On the other hand, in the second approach, the department responsible might not get support from other areas of the business. Thus, even if it’s less risky, this method isn’t sustainable.

What Is a Deployment Pipeline?

In software engineering, a pipeline is a group of automated processes. It helps a developer in compiling, building, and deploying code. So, what is a deployment pipeline ? It’s a similar automated process. All you need to do is get the code from version control and deliver it to your stakeholders.

How to Carry Out Deployment Planning

Having a checklist that mentions tasks is a must for deployment planning. It doesn’t matter whether the task is a small update or a large rollout. If migration or deployment goes wrong, it can impact the entire project.

deployment planning

Often, deployment planning can get a little complicated. So, to deal with any potential issues, let’s take a look at this software release checklist to flawlessly plan your deployment.

Have Development and Operations Collaborate

For a hassle-free deployment planning, development and operation have to go hand in hand. The operations team should be aware of every important aspect of development. Thus, you’ll want to make sure that everyone in the company is on the same page.

If your company isn’t already practicing DevOps , at least take a page out of the DevOps playbook. In DevOps, both development and operation teams work together and figure out what’s happening. And it’s not only that; they also both need to know when a particular task is in action. Because of these practices, they should have an idea of the expected outcomes. For instance, by following this approach, both teams will be aware of early warning signs. They can then carry out the appropriate troubleshooting measures.

Test Frequently

Testing a build in all possible ways is a must for a product to live up to expectations. Let teams perform testing once again just before deployment. Testing the new code on different environments and test versions of hardware minimizes the chance of defects.

Develop a Release Strategy

Are you rolling all the features out at once or in pieces? Do users need to manually update something or make any changes from their side? Before you begin deployment, you must know the answers to all these questions. It helps to implement parallel operations. Then, the team can come up with an effective strategy.

Minimize Changes and Have a Rollback Plan

Too many sudden changes are usually what’s responsible for a misbehaving application. Instead of bombarding an upgraded version with every change you want to make, add small changes with each release. That way, it’s easier for the team to search for the source of an issue.

Here’s something of equal importance: if problems arise in the live environment, have a rollback plan. This means, in the case of issues that are live, you should have the option to return to the most stable product version.

Automate as Much as Possible

Deployment automation is a component of the deployment pipeline. It reduces the likelihood of errors. Not only that, but it helps in the deployment of a few changes at a time instead of all at once. Deployment automation also aids in pushing small changes in the production environment. In the meantime, the developers can focus on unit testing and pushing the changes on to the master build.

If you want to know more about automated deployment, take a look at Plutora’s tool for automated deployment planning .

Set Metrics to Monitor Software Performance

Make KPIs monitor CPU usage, page loading time, and other factors at the surface level. Setting up metrics helps in finding the efficiency of different aspects involved in a DevOps toolchain. You can also create custom KPIs that know the performance of the software before and after deployment.

Communicate Before Deployment

Don’t just roll out everything at once; give a warning. Any sudden change can create confusion. So the team has to be prepared to address that confusion if the need arises. Communication is important before deployment.

Closely Monitor Performance After Deployment

Set up ways to analyze the app’s performance post-deployment. With the help of KPIs, you can compare the software performance with pre-deployment metrics .

Summing It Up

Having a documented deployment plan prevents missing out on important stuff at every step. The key to successful deployment planning is to have a checklist and cross items off as you accomplish them. Just as important is to make sure that all the team members are on the same page. Effectively communicate with each team member.

The conclusion? Deployment planning is a must-have to prevent unforeseen situations and delays.

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business plan deployment process

SDLC Guide: Best Strategies and Practices for Successful Software Deployment Phase

Wondering how to deploy software effectively?

Navigate the complexities of software deployment with this essential guide.

Better understand this vital process, its role in your operations, and the best strategies to adopt for successful deployment. Discover methods to enhance user experience, tighten security, and ensure your software hits the mark every time.

Understanding Software Deployment

Key steps of the software deployment process, popular software deployment strategies, overcoming software deployment challenges, best practices for successful software deployment, leveraging software deployment tools, other phases of the software development process, building a new application or extending your development team.

🚀 We're here to assist you in accelerating and scaling your business. Send us your inquiry, and we'll schedule a free estimation call .

Key Takeaways

  • Software deployment is essential for ensuring the smooth integration of new features and updates into business systems, streamlining operations, and delivering a positive end-user experience.
  • The software deployment process comprises key components like planning, testing, packaging, and monitoring, with strategies like blue-green and canary deployments being used to minimize risks and downtime.
  • Best practices for successful deployment include automation, establishing clear communication channels, and monitoring performance, while leveraging deployment tools like Jenkins and Ansible can enhance efficiency and compliance.

Software or application deployment is the last stage in the software development process during which users finally gain access to new or updated versions of software.

It’s a culmination of careful planning, coding, testing, and packaging , where the application is made to work on a target device, be it a test server, production environment, or a user’s computer or mobile device. It’s important to distinguish between software release, the development stage, and software deployment, the delivery stage.

Seamless integration of new features and updates into existing systems is achieved through software deployment and software management, thereby enhancing business processes and catering to evolving needs with timely software releases.

The Role of Software Deployment in Business Operations

Smooth operations, security, and efficiency in business operations are assured by software deployment . It also fosters business continuity, minimizes extensive downtime, and streamlines IT operations.

By streamlining the implementation process, software deployments reduce the time and effort required to deploy new software solutions, enhancing the efficiency of business operations.

The Impact on End-Users

For users, software deployment serves as a direct delivery channel for new features, updates, and bug fixes.

A better user experience is achieved through thorough testing and careful configuration in software deployment, ensuring that the software works seamlessly for the end user. The deployment stage marks the first interaction of end-users with new software solutions, marking its significance in the software development lifecycle.

Operating like a well-oiled machine, the software deployment process encompasses key components that promise reliable software performance.

From the development process that involves creating a well-structured plan, breaking it into manageable tasks, every step is vital, making software deployment important.

Step 1: Planning and Preparation

This initial step when deploying software involves defining the deployment goals, scope, and schedule.

Teams must identify the resources needed, such as hardware and requirements, and plan for potential risks and mitigation strategies for the new software system. Attention should be paid to understanding the user requirements, the environment where the software will be deployed, and ensuring that all necessary support structures, such as databases and third-party services, are in place and configured properly.

Time and cost

  • 20% of the entire process, significant upfront investment in time and resources

Key takeaways

  • Define clear deployment objectives and success criteria to ensure all team members understand the goals.
  • Assess infrastructure and system dependencies to avoid surprises during deployment.

Step 2: Code Completion and Review

Before moving into testing, it’s essential that the software code is finalized and thoroughly reviewed. This step ensures that the software application meets the project’s quality standards and requirements.

Developers should focus on optimizing the code for performance, security, and maintainability. Peer reviews, static code analysis, and ensuring coding best practices are crucial activities here. This phase is about ensuring that the software is functionally ready and secure before it is handed over for detailed testing.

  • 15% of the entire process, moderate cost and time are invested here.
  • Implement code quality standards and conduct peer reviews to catch issues early.
  • Use version control best practices to manage changes and facilitate collaboration among developers.

Step 3: Testing and Validation

In this phase, the software undergoes rigorous testing in the test environment to identify and fix bugs, and to verify that it meets all specified requirements.

This includes a variety of tests such as unit testing, integration testing, system testing, and user acceptance testing (UAT). Attention should be focused on automating tests where possible to increase efficiency and coverage, ensuring the software behaves as expected in different environments, and validating the user experience against requirements.

  • 30% of the entire process, requiring substantial time and financial investment in testing tools, environments, and personnel to ensure the software meets all requirements and quality standards.
  • Develop a comprehensive test plan that covers all aspects of the application, including functional, security, and performance tests.
  • Incorporate feedback from end-users during the UAT phase to ensure the software meets their needs and expectations.

Step 4: Deployment and Rollout

This step involves the actual release of the software to the production environment or end users.

It can be done in stages, such as deploying to a small group of users before a full rollout, to minimize risks. Key considerations include ensuring a rollback strategy is in place, preparing deployment scripts or automation tools to ensure a smooth and repeatable process, and communicating with stakeholders about the deployment schedule and any required actions on their part.

  • 20% of the entire process, this step involves potential downtime, and the labor involved in executing the deployment plan, with scalability depending on the complexity of the deployment strategy.
  • Use automated deployment tools to streamline the deployment process and reduce human error.
  • Prepare a detailed rollback plan in case the deployment encounters critical issues that cannot be resolved in the production environment.

Step 5: Monitoring and Maintenance

After deployment, continuous monitoring is necessary to ensure the software operates as intended and to quickly address any issues that arise. This includes performance monitoring, bug fixing, and applying updates or patches as needed. Attention should be paid to collecting user feedback, monitoring system health indicators, and planning for future updates or improvements based on real-world use.

  • 15% of the entire process, Ongoing costs are incurred for monitoring tools and staff to maintain the software, address issues, and implement updates.
  • Set up monitoring tools to track performance, usage patterns, and error logs for proactive issue resolution.
  • Establish a process for regular updates and patches to address security vulnerabilities and enhance functionality based on user feedback.

Several popular strategies have emerged in the industry for software deployment, including:

  • Basic deployment
  • Rolling deployment
  • Blue-green deployment
  • Canary deployment

Each software deployment process is distinct and customized to cater to specific business and deployment requirements.

Basic Deployment

Basic deployment is a straightforward process that is fast and cost-effective.

It’s often used when advanced strategies are not necessary, making it suitable for non-critical applications or lower environments. However, it’s also the riskiest strategy and may lead to significant challenges in maintaining uptime and executing rollbacks.

Rolling Deployment

Rolling deployment is a strategy where old application software is replaced with the new one progressively, rather than doing it all at once.

This gradual process can lead to minimized downtime and reduces the risk involved in the deployment process. However, during rolling deployment, the existence of multiple versions of the software running at the same time can create security vulnerabilities.

Blue-Green Deployment

Blue-green deployment involves maintaining two versions of an application, the current (blue) and the new (green), with only one live at a time. By setting up two identical production environments and directing traffic between them, blue-green deployment achieves nearly zero downtime during software updates.

This strategy enables instant rollbacks to the previous stable version in case of any issues with the new version, reducing the risk during deployment.

Canary Deployment

Canary deployment is a strategy where a new version, including new features or changes, is incrementally released to a limited number of users in the production environment. This method enables rapid updates, fostering a high development velocity and shortening the release cycle. However, this strategy carries the potential risk of exposing vulnerabilities to a part of the user base.

[Read also: Off the Shelf vs Custom Software: Pros & Cons + Examples ]

While software deployment offers numerous advantages, it may also present certain challenges. These challenges can range from resistance from end-users and issues in managing software on customer devices to problems such as project abandonment after development.

Ensuring Compatibility

Differences in operating system versions or hardware specifications can give rise to compatibility issues in software deployment. To resolve compatibility challenges, it’s important to adopt technologies such as virtualization or containerization, for example Docker, to ensure consistent software running across different environments.

Cross-platform development frameworks can help in creating software that works on various operating systems and devices right from the start.

Managing Downtime

Significant challenges can occur due to downtime during software deployment. A well-planned software deployment can reduce the risk of issues or downtime during implementation. High availability strategies, such as load balancers for web servers and replication for databases, decrease the risk of a single point of failure in deployments.

To manage downtime effectively, implementing proper monitoring and alerting systems can help detect and address issues proactively.

Handling Security Concerns

The paramount concern in software deployment is security. Implementing access controls and using version control systems are key methods to mitigate the risk of code tampering during software deployment. Code reviews, automated security scans, and environment hardening are essential secure software deployment practices to identify vulnerabilities and minimize exploits.

Maintaining and regularly auditing a standard secure configuration is crucial to ensure security throughout the deployment lifecycle.

[Read also: Strangler Pattern for Application Modernization ]

The success of software deployment isn’t solely dependent on the right strategies or overcoming challenges. It’s also about following best practices that streamline the process and ensure the software is deployed efficiently and effectively.

Implementing Automation

Deploying automation in software deployment delivers critical benefits like:

  • Enhanced efficiency
  • Reduced human error
  • Consistency
  • Scalability
  • Cost-effectiveness

Configuration management automates infrastructure management and deployment, bringing system administration under the umbrella of software engineering, which aids agile teams in prioritizing and triaging configuration work efficiently.

Establishing Clear Communication Channels

Effective communication forms the backbone of successful software deployment. A communication plan should include :

  • Channels of communication
  • Frequency of communication
  • Stakeholders involved
  • Regular status meetings
  • Progress reports

This plan ensures that all parties are informed and involved throughout the software deployment process.

Informing all stakeholders about upcoming deployments, using simple and consistent language, and maintaining transparency about progress, potential delays and the reasons behind them is essential to maintain trust and manage client relationships during deployment.

Monitoring and Measuring Performance

A key aspect of successful software deployment is the monitoring and measurement of performance. Application performance metrics are essential for measuring the success of software deployment, including:

  • Availability
  • End-user experience
  • Resource utilization
  • Reliability
  • Responsiveness

Monitoring error rates is vital to quickly identifying and addressing issues within a deployed application, requiring attention to various error indicators.

[Read also: What You Need to Know About Custom Software Development in 2024 ]

Leveraging Software Deployment Tools during the deployment stage is crucial for streamlining and automating the process of getting software from development to production environments.

These tools help in managing the complexities of deploying applications across various platforms and environments, ensuring consistency, reducing manual errors, and speeding up the deployment cycles. They support continuous integration and continuous deployment (CI/CD) practices, enabling teams to release updates more frequently and with higher confidence.

By automating tasks such as code compilation, testing, and release management, deployment tools significantly enhance operational efficiency and allow developers to focus on building features rather than worrying about deployment logistics.

Some key deployment tools include:

  • Jenkins : An open-source automation server that facilitates continuous integration and continuous deployment.
  • GitLab CI/CD : Provides a single application for the entire software development and deployment lifecycle.
  • Ansible : An open-source tool for software provisioning, configuration management, and application deployment.
  • Docker : A platform for developing, shipping, and running applications inside containers, making deployments consistent across environments.
  • Kubernetes : An open-source system for automating deployment, scaling, and management of containerized applications.
  • Terraform : An infrastructure as code (IaC) tool used to provision and manage any cloud, infrastructure, or service.
  • Chef: A powerful automation platform that transforms infrastructure into code for server deployment and management.
  • Puppet: An open-source software configuration management and deployment tool.

These tools play a pivotal role in modern software development and deployment strategies, offering scalability, reliability, and automation to the deployment process.

Software development process is a structured process that involves several critical phases before reaching the deployment stage. The journey begins with Requirement Analysis phase , where the team gathers and analyzes the needs of the end-users or stakeholders to understand what the software should achieve. This phase is crucial for defining clear and precise specifications that guide the entire development process.

Following requirement analysis, the Planning phase sets the project’s roadmap, outlining timelines, resources, and budgets needed to meet the project goals. It involves selecting the right technology stack, defining milestones, and allocating tasks among the development team.

Next comes the Design phase , where architects and designers create the software’s architecture and user interface. This step transforms requirements into a blueprint for building the software, focusing on usability, performance, and flexibility.

The Development phase is where the actual coding happens. Developers write code to implement the functionalities outlined in the design documents, using programming languages and tools suited to the project. This phase is iterative, often involving multiple cycles of development and revision to refine the software.

Testing is conducted parallel to and after the development phase to ensure the software works as intended. This includes identifying and fixing bugs, verifying that the software meets all requirements, and ensuring it is ready for real-world use. Testing and maintenance can involve a mix of automated and manual tests, including unit testing, integration testing, system testing, and user acceptance testing (UAT).

Each of these phases plays a vital role in the software development process , contributing to the creation of high-quality, efficient, and user-friendly software products that meet or exceed stakeholder expectations.

In conclusion, software deployment is a crucial aspect of the software development process that ensures the seamless integration of new features and updates, enhances business processes, and meets evolving needs.

With various deployment strategies and tools available, it’s vital to choose the ones that best meet your specific business and deployment needs.

Always remember, a successful software deployment is not just about the right strategy or overcoming challenges, but also about following best practices and leveraging the right tools.

Frequently Asked Questions

What do you mean by software deployment.

Software deployment refers to the process of making an application accessible and operational on a target device. It could be a test server, production environment, or a user’s computer or mobile device. The process involves making the software available to be used by users and other programs, and it encompasses activities such as installation, configuration, and testing, ensuring the software runs effectively in the target environment.

What are the steps for software deployment?

The main steps for software deployment include planning and assessment, development or configuration, testing and quality assurance, deployment, and monitoring and maintenance. These steps are crucial to ensure a successful deployment process.

What is the meaning of system deployment?

System deployment refers to the critical activity of delivering a new or updated software or hardware solution to end users or customers, ensuring operational acceptability and effective transfer of responsibility to the owner. It involves planning, testing, installation, configuration, training, and support activities to meet stakeholder requirements and expectations.

What is the difference between software release and software deployment?

The main difference between software release and deployment is that release involves developing the application, whereas deployment involves delivering it to users.

What are some popular software deployment strategies?

Popular software deployment strategies include basic deployment, rolling deployment, blue-green deployment, and canary deployment. Each strategy has its own benefits and best use cases.

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Software Deployment Process Guide for 2024

Makenzie Buenning

  • by Makenzie Buenning
  • Last updated March 18, 2024

Illustration of a Software Deployment Tool from NinjaOne

IT software deployment is a necessity in any organization’s IT environment. Software deployment can either make or break the transitions between software, which significantly affect business operations. That is why it’s essential to have a solid software deployment process in place.

What is software deployment?

Software deployment involves all the activities required to get a software system or application ready for use on a device or a server. Software deployment is also commonly known as application deployment. Use of software deployment tools will help to ensure that all applications in your organization’s environment operate smoothly.

What is a software deployment process?

A software deployment process includes the steps and processes that deploy and maintain software applications. Some of the activities in a software deployment process include releasing the software, installation, testing, deployment, and monitoring the process.

Types of software deployment

There are many types of software deployment available, but the most common types are basic, rolling, blue-green, and canary:

Basic Deployment

Basic deployment is the simplest type of software deployment. This type updates all the target environments simultaneously without any process or strategy. Because it doesn’t deploy software in a slow and controlled manner, it is the riskiest.

Rolling Deployment

In rolling deployment, applications are slowly updated by replacing the old application software with the new one. Typically, rolling deployment is completed faster than blue-green deployment, but it also carries some risk because the original application is not preserved.

Blue-Green Deployment

Blue-green deployment starts by having the original environment plus a duplicate environment. This enables you to preserve the old environment while deploying the new application simultaneously.

Once the new application is deployed, make sure that everything runs properly. If any issues crop up, traffic can be redirected to the old environment so that it continues to run seamlessly. When you’ve determined that the new environment is free of issues, you can switch back to the new environment and then end the old environment.

Canary Deployment

Canary deployment is when an application is deployed in small batches. Initially deployed, it only goes to a small group of people. Deployment then continues incrementally in staged releases. By doing this type of deployment, you can test the new deployment on a few users before deploying it to the rest of the users.

Software deployment methods

Software deployment has two main methods in which it is carried out: network- or domain-based employment and agent-based deployment.

Network- or domain-based

Network- or domain-based deployment works by connecting computers, servers, and various devices and then releasing the software to the IT devices. For deployment to work, all computers that you aim to release the software must be connected. Group Policy and PDQ Deploy are two examples of network or domain-based deployment.


Agent-based deployment can successfully deploy software to any device with an internet connection. NinjaOne software deployment has the capability of deploying software automatically to individual devices.

What is Ninja’s software deployment system?

Ninja’s software deployment system gives IT admins the ability to systematically install software on endpoint devices. It uses a native “install application” script to carry out this task. This script is an out-of-the-box feature and is available for different operating systems such as Windows and Mac. Ninja lets the user upload an installer for a given application and then push out the application to select devices.

How does Ninja’s software deployment system work?

There are technically five different ways Ninja’s software deployment system can operate. The method a user chooses depends on factors such as the type of application that needs to be installed, the number of target endpoint devices , when the software should be deployed, and more.

Here are the five methods Ninja provides to deploy software and install applications:

Run the install application script across a device

1. This method is the simplest way to install software on a machine. The user selects a machine on the dashboard, chooses to run a script, and selects the designated script. Ninja then allows you to select the architecture of the machine, upload the installer, name the application, set parameters for the application installation, and select credentials you would want to run the script with.

Install the application using one button

2. For application installation at the click of a button, it requires the use of a policy. In the Ninja dashboard, the user clicks on a policy and selects scheduled scripts. From here, you can choose to add a scheduled script and select the install application script. Decide on the schedule the script will be run, and click add and save. Now that the script is set up, you can go to a certain device in the policy and select the script to run. This method provides an on-demand, ad hoc installer.

Automate the application installation

Ninja gives you three different ways you can use automation for the installation of an application. The method chosen depends on factors such as the desired schedule, whether a condition needs to be set, and the target endpoints.

3. Using a policy, change the install application script schedule to “run once,” either at a specific time or once immediately. For every device in the policy, the script will run on every online device, every offline device, and then any new device that joins this policy.

4. You can add a condition that looks for certain software that should exist on a device and create an alert if the application gets uninstalled or the application installation fails. Then, you can run a script in response to what you’re detecting as a condition, which would be to run the install application script as an immediate response. This method can help to enforce compliance within your IT environment.

5. A dynamic search group allows you to filter to devices that do/don’t have a certain application. Using the search menu, you can save the search group and it will automatically update to reflect the current status of devices. Create a new task to install the application by running the install application script, choose a schedule, then select the target, which is the previously created search group.

Need a software deployment system that gives you options and flexibility?

Try NinjaOne today.

5 Stages of a software deployment process

The first stage in a software deployment process is to make a plan. What software or application are you attempting to deploy? How many end-users do you have? What risks are involved? Be sure to consider these questions and more while creating your plan for software deployment.

After making a plan for how to best approach the software deployment, design how your plan will be carried out effectively. Which kind of deployment will be the safest for your business’s data and operations? Do your end-users need to have the updated software simultaneously, or can software deployment be rolled out slowly? These goals can be accomplished through the different deployment types listed above.

Various factors can go wrong with any new software deployment. One of the best ways to ensure that things don’t go awry in your IT environment is to create a test environment. Use simulations that imitate or are identical to your business’s actual. This testing allows you to detect any previously hidden issues beforehand and ensure that the software is completely functional.

Break your plan for software deployment into manageable-sized tasks. Then, using team members or automated software , create a schedule for when each of these tasks should be completed. Abiding by a schedule and assigning tasks out makes the software deployment process much more feasible and results in far fewer problems.

The final stage is to deploy the software to your endpoints finally. If you’ve mindfully carried out the previous steps, sending out the software or patches should go smoothly.

What are the benefits of software deployment?

The services offered by software deployment help streamline the tasks required to ensure the software is available and running smoothly for users. The benefits of software deployment include:

Software deployment helps to cut down on time. When it is set up correctly, the process of software installation and patching can be completed in just a few hours. What’s even more beneficial is that the software deployment can be completed automatically, with little to no human intervention.

Effective Monitoring and Management

Software deployment enables you to have the control you desire for managing software and applications for your end-users. Through this kind of software, you can also have access to information about whether the software is operating as it should and that there are no issues.

Increased Security

When you have more control over the computers in your organization, it leads to more security and increased unification of your business’s devices. Deploying software in a structured manner, rather than having individual users download and update software, means that you can ensure the security of one software application instead of worrying about every single computer in your organization.

Successful Installation and Patching

The primary benefit of software deployment is that it effectively installs or patches software on end users’ devices. Therefore, when your business has a proper software deployment process in place, you can expect to achieve smooth transitions from old to new software or from broken coding to patched software.

What are the benefits of Ninja’s software deployment system?

Ninja’s software deployment software brings a lot to the table, and it helps IT environments to efficiently deploy and install software or applications on endpoint devices. Benefits of Ninja’s software deployment system include:

Ease of use

Ninja’s software deployment system is controlled using a single pane of glass dashboard that makes it simple to operate. Extra features such as conditions and search groups are also easy to add and use in addition to the application installation scripts. The simplicity of the software makes it easy to deploy software to devices in your IT environment.


There are also many different ways to accomplish any given task, which means that whatever roadblock you run into, Ninja provides the method or tools needed to accomplish the task in line with your environmental needs. With five different ways to install software, you can select the method that is best for the software, endpoint, and overall environment. This added flexibility enables better management of endpoint devices.

One of the ways Ninja simplifies IT management is through IT automation. Using automation in Ninja’s software deployment system helps to ensure that software deployment is properly executed and that the necessary software remains on the device. You can set it up so the software is automatically deployed and installed during the initial device setup, and create a condition to check that the software remains on the device and automatically install if it’s not found.

Using Software Deployment in your business

Effectively using a software deployment process will help your business successfully carry out software management for all your devices. It supports the continuity of business operations and prevents extensive downtime. Software deployment used as part of a unified solution with other tools like patch management , endpoint management, and backups/restores can help simplify your business’s IT operations. NinjaOne software deployment allows you to manage, deploy, and patch your software at scale.

Download the Software Deployment User Guide to learn more.

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  • Category: Software Deployment , IT Ops

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Stepping Toward Effective Strategy Deployment  

Ensuring the right strategy implementation is a challenge all organizations face. There is a methodology that stands out as a powerful tool for creating alignment, ensuring that the entire company is focused on what is truly important: high-impact initiatives. This methodology is known as Hoshin Kanri and has been widely adopted by companies seeking to stay ahead of their competitors.

We will explore the concept of Hoshin Kanri and how it is applied to align goals and resources throughout the organization. We will see how this process begins with the definition of the strategy and ends with a clear description of the necessary changes at the point of impact. In this place, real improvement is achieved by identifying root causes and implementing solutions.

The Role of Strategy Deployment in Organizations

Achieving high and sustained growth is an objective for any company. Unfortunately, many organizations fail to achieve it. Studies reveal that only a small fraction, about 10% of companies, manage to drive consistent and profitable growth over time.

The key to tackling this challenge lies in two fundamental, connected elements: strategic planning and strategic deployment . Strategic planning establishes the roadmap of what the company wants to achieve in the long term, defining the direction. On the other hand, strategic deployment is the tactical plan, representing how these goals will be executed in the short term. Both are vital for organizations to achieve significant results.

Many companies face difficulties in these processes due to a series of common errors:

  • Lack of commitment and involvement from management : When leadership is not fully committed to the strategic process, the plan is more likely to fail.
  • Absence of objectivity and significant perspective : Defining clear and realistic goals and having an objective view of the market and internal capabilities is essential.
  • Excessive complexity : Making the process too complex can make the plan difficult to understand and implement.
  • Lack of a schedule or failure to follow it : Not creating or not following a timeline can result in delays and loss of focus.
  • Strategic plan reduced to budgeting : Strategy should not be just about financial investment.
  • Underestimating the required resources and their availability : It is essential to accurately understand the resources needed and available to achieve strategic goals.
  • Failure to monitor progress : The absence of regular and standardized monitoring can result in significant deviations from strategic objectives, causing corrective actions to be taken too late.
  • Failure to define success in quantifiable terms : Clear goals and indicators are needed to assess success and make adjustments as necessary.

These are just a few of the many mistakes that occur in strategy implementation. The path to sustainable and healthy growth requires a solid strategic approach and structured execution. Avoiding these errors is crucial for companies seeking consistent and positive long-term results.

The Steps Involved in Implementing a Strategy

Strategy implementation is a fundamental process to ensure that organizations’ strategic objectives are achieved. It involves translating high-level goals into tangible actions, aligning all parts of the organization with the strategic vision.

Next, we will describe the four fundamental stages of planning, deployment, and strategy implementation.

Stages of the strategy deployment process

Strategy Review

In this phase, it is crucial to ensure agreement among decision-makers on the organization’s strategic direction. The process begins with defining significant objectives, called “Breakthroughs,” which are translated into improvement priorities. This directly links strategy to actual action.

The main steps of this phase are:

  • Data Collection and Preparation : Gather data about the organization, financial data, strategic documents, and market studies, among others.
  • Reflection on Performance and Hansei : Data-based reflection on sales, trends, and understanding of root causes. Assess the effectiveness of the ongoing strategic plan implementation and agree on improvements to be introduced the following year.
  • Strategic Opportunities : Analyse strategic opportunities based on the collected data.
  • What the Winner Looks Like Exercise : Define strategic initiatives, options, and objectives for 3 to 5 years.

Hoshin Deployment

At this stage, the business strategy is cascaded down to different levels of the organization.

• Value Stream Analysis (VSA): Analyse the main value streams to identify improvement areas.

• Top-Level Hoshin Matrix Design (Level 1 X-Matrix design):

  • Breakthrough objectives for 3 to 5 years
  • Breakthrough objectives for the next year
  • Improvement priorities
  • Targets to be achieved
  • Accountable individuals

• Define the deployment structure, using the catchball process: Apply collaborative feedback to balance expectations, resources, and timelines among different organizational levels. Create X-Matrices for various levels and action plans for the impact points where strategy materializes into concrete actions.

Breakthrough Priorities

In this phase, the improvement priorities previously set are quantified and monitored.

  • Implementation with Bowling Charts : List each improvement priority and its targets on a chart and quantify the respective Hoshin objectives for each month.
  • Setting Up the Mission Control Room : Design a space for mission control, where Hoshin meetings are held to monitor strategy implementation progress.
  • Implementation with KAIZEN™️ Events : Use KAIZEN™️ Events to rapidly and effectively implement improvements.

Hoshin Review

This phase involves regular reviews to correct deviations and improve the process.

  • Monthly Hoshin review and countermeasure process: Correct deviations from partial objectives and implement countermeasures.
  • Hoshin Retrospective : Reflect on the process, identify improvement opportunities, and make decisions for the next cycle.

The Hoshin process ensures that the strategy is implemented effectively, encouraging continuous improvement and alignment throughout the organization.

Leveraging the X-Matrix in Strategy Deployment

The X-Matrix is recognized as an effective solution to the challenges of strategy implementation. It allows the strategy to be concisely summarized on a single page, making it accessible to all organization members.

Defining this matrix involves answering five key questions:

  • What do we want to achieve in the next 3 to 5 years? Define the long-term objectives.
  • How far do we want to get in the first year? Establish short-term goals.
  • How will we do it? Describe the strategies and approaches to achieve the goals.
  • How will we measure success? Specify the metrics to track progress.
  • Who is responsible? Identify the individuals in charge of each aspect of the plan.

Building the X-Matrix

The four-quadrant structure of the X-Matrix organizes critical strategy elements:

  • Southern Quadrant : Define the 3 to 5-year breakthrough objectives, providing a long-term vision of the organization’s strategic direction.
  • Western Quadrant: Establish the 1-year breakthrough objectives, highlighting short-term goals for executing the strategy.
  • Northern Quadrant : List the improvement priorities, identifying areas that require attention to achieve strategic objectives.
  • Eastern Quadrant : Specify the targets to be achieved, quantifying success and enabling effective progress measurement.

business plan deployment process

As the strategy unfolds, the X Matrix evolves to different organizational levels. The CEO often creates the Level 1 X Matrix – the backbone of the overall strategy. Then, Level 2, 3, and so forth matrices allow the strategy to be cascaded down at each level of the organization. This ensures that each team understands how their activities contribute to reaching the company’s strategic objectives.

X-matrix levels

The X Matrix is a powerful tool for facilitating effective strategy implementation. It simplifies strategy communication, promotes alignment, creates accountability, and enables tracking and measuring progress. As organizations face the constantly changing complexity of the business environment, the X Matrix stands out as a much-needed tool for translating strategy into tangible results.

The importance of Lean training in Strategy Deployment

The practical implementation of an organizational strategy requires a robust set of skills and methods that translate vision and strategic objectives into concrete actions. In this context, Lean methodologies and KAIZEN™ provide teams with the tools and knowledge to execute the strategy efficiently.

A well-defined strategy only becomes effective when it is successfully implemented at all organizational levels. Lean methodologies aim to train employees to actively contribute to executing the strategy by developing leadership skills, critical thinking, and problem-solving.

Lean and KAIZEN™ also provide structure to the strategy implementation. They offer tools such as Hoshin Kanri, value stream mapping, and KAIZEN™ events, which help break down the strategy into real and measurable actions. This makes the strategy more tangible and easier to manage.

In addition to facilitating implementation, Lean teaches the importance of monitoring, measuring, and controlling processes. This contributes to ensuring the strategy is on the right track and identifying any deviations requiring immediate corrective action.

Lean and KAIZEN™ not only provide technical skills but also help create a culture of excellence within the organization, and change management , which is fundamental for long-term strategy sustainability.

Still have some questions about Strategy Deployment?

What is hoshin kanri     .

Hoshin Kanri, also known as policy deployment, is a strategic management approach from Japan that aims to align an organization’s long-term objectives with its day-to-day activities. It is a process that sets strategic goals, cascading them down to all organization levels, and rigorously monitoring progress to ensure objectives are achieved. It is the process that aims to achieve strategic excellence.

What is Hoshin Planning?

Hoshin planning is a component of the Hoshin Kanri framework that focuses on formulating organizational strategy. It involves setting high-level objectives, identifying strategic priorities, and creating action plans to achieve them.

What is Strategy Deployment?   

Strategy deployment, also known as Strategy implementation, refers to the process of putting the organizational strategy into practice. This involves cascading strategic goals and action plans throughout the organization, ensuring that all levels and departments are aligned with the strategic objectives and contribute to their accomplishment.

What is a Value Streams Analysis (VSA)?

A Value Streams Analysis (VSA) is a KAIZEN™️ event that uses a mapping and analysis methodology involving examining information flows, materials, and activities required to produce a product or service to identify improvement areas.

What is a Bowling Chart?

A Bowling chart is a visual tool for tracking KPIs, comparing the organization’s actual metrics with the set goals. It allows for a quick results analysis and reduces the time spent on emails, reports, and meetings. The results are represented in green or red, depending on whether the objectives have been met.

What is a Mission Control Room or an Obeya Room?

Within a KAIZEN™ transformation, a Mission Control Room or Obeya Room is a physical space that employs visual management to enhance communication, collaboration, and improvement initiatives tracking, allowing teams to visualize and manage relevant information in real-time.

What is a KAIZEN™ Event?

A KAIZEN™ Event is a specific, scheduled activity in which a team set up for a brief period to identify, analyze, and implement significant improvements in a process, system, or work area. Features of a KAIZEN™ Event include:

  • Multidisciplinary team collaboration;
  • Alignment and concentration on a single topic;
  • Quantified objectives;
  • Clearly defined duration (intensive days);
  • Activities at the Gemba;
  • Standard KAIZEN™ Lean tools and methodology;
  • Outcome tracking and financial impact assessment.

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Defining Deployment: What it is and What it Means for Your Business

47425092 - Defining Deployment: What it is and What it Means for Your Business

Explore the concept of deployment in business operations. Learn its importance, how it impacts your company’s efficiency, and ways to streamline the process for maximum productivity.


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Deployment is a critical process in the IT industry and software development, with more than 84% of software projects requiring deployment each year. It is a stage where all the hard work, planning, and coding are put to the test, and the software is made available to users. This glossary provides an in-depth understanding of deployment, its benefits, use cases, best practices, and recommended books on the subject.

“Deployment is not simply ‘plug and play.’ It does not happen by itself. It requires coordination and planning to get the right results.” – General Stanley McChrystal

What is Deployment? Definition of Software distribution

Deployment refers to the process of making a software application available for end-users by installing, configuring, and activating it within a specific environment. It involves transferring the completed code, data, and assets from the development team to the operations or IT infrastructure where they are finally used. In simple terms, think of it as putting your software in the hands of users for real-world use.

ℹ️ Synonyms: Rollout, Implementation, Launch, Installation

How it Works

The deployment process typically consists of several stages, including planning, preparation, execution, testing, and monitoring. Here’s a brief overview of these stages:

– Planning: In this stage, the deployment team creates a detailed plan outlining the steps required to successfully deploy the application to its target environment.

– Preparation: Next, team members ensure that all necessary hardware, software, and network resources are in place and securely configured.

– Execution: The deployment team installs and configures the software, copying the necessary files and setting up the environment as required.

– Testing: After installation, the team thoroughly tests the application to ensure it performs flawlessly in its new environment.

– Monitoring: Finally, the team continuously monitors the application for any issues, analyzing performance metrics, and making necessary adjustments if needed.

Benefits of using Deployment

Deployment provides several advantages in the software development cycle. Some of these benefits include:

  • Streamlining the process of delivering software applications to end-users, ensuring faster and more efficient rollouts.
  • Enabling better collaboration between development, QA, and operations teams by providing a structured approach to moving software from one stage to another.
  • Encouraging a higher level of application performance by thoroughly testing in a production-like environment, identifying potential issues early in the process.
  • Facilitating the management of updates and patches, making it easier to maintain and improve existing applications over time.
  • Enhancing overall user experience by ensuring a seamless transition from development to end-user environments.

Deployment Use Cases

Deployment is a crucial aspect of various software development projects, with use cases spanning across different industries and applications. Examples of deployment use cases include:

– Deploying a new version of a web application on a production server, making it available to users via the internet. – Installing updates and patches to existing software applications to address bug fixes, security vulnerabilities, or add new features. – Rolling out enterprise software applications to large-scale organizations, ensuring proper integration with existing systems, and meeting the unique needs of diverse users. – Transferring finished mobile applications to app stores, ensuring the app is live, and available for download to users’ devices.

Code Examples

Best practices.

Effectively managing deployment requires adhering to a set of best practices. These best practices include deploying early and regularly, involving all stakeholders from development to operations, automating the deployment process whenever possible, maintaining a strong focus on testing, and continuously monitoring applications once deployed. By following these best practices, deployment teams can ensure the development of faster, leaner, and more reliable software applications.

Most Recommended Books about Deployment

To enhance your understanding of deployment and ensure the successful rollout of your software projects, consider adding these top-rated books to your reading list:

1. Continuous Delivery: Reliable Software Releases through Build, Test, and Deployment Automation by Jez Humble and David Farley 2. Deployment Fundamentals, Volume 6: Deploying Windows 10 Using Microsoft Deployment Toolkit by Johan Arwidmark and Mikael Nystrom 3. Pro Windows Server AppFabric (Expert’s Voice in .NET) by Stephen Kaufman and Danny Garber 4. Deploying Node.js by Sandro Pasquali 5. Deploying Rails: Automate, Deploy, Scale, Maintain, and Sleep at Night by Tony Burns, Tom Copeland, and Anthony Burns

Deployment is a fundamental aspect of the software development life cycle, impacting the quality of applications, end-user satisfaction, and the overall success of IT projects. By understanding the deployment process, benefits, use cases, and best practices, development teams can create robust, high-performing applications that truly meet the needs of their users. With resources such as the books listed above, professionals can deepen their knowledge of deployment and sharpen their skills in this critical area of software development.

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Hoshin Kanri


What Is Hoshin Kanri?

Hoshin Kanri (also called Policy Deployment) is a method for ensuring that a company's strategic goals drive progress and action at every level within that company. This method eliminates the waste that comes from inconsistent direction and poor communication.

Hoshin Kanri strives to get every employee pulling in the same direction at the same time. It achieves this by aligning the goals of the company (Strategy) with the plans of middle management (Tactics) and the work performed by all employees (Operations).

Hoshin Kanri aligns corporate strategy with plant floor actions to increase productivity and decrease waste.

How to Implement Hoshin Kanri

One way to understand Hoshin Kanri is to walk through a typical set of implementation steps.

Step One – Create a Strategic Plan

Hoshin Kanri starts with a strategic plan (e.g., an annual plan) that is developed by top management to further the long-range goals of the company. This plan should be carefully crafted to address a small number of critical issues. Key items to consider when developing the strategic plan are:

Focus on Five Goals

Focus on five goals (or less). The mere act of writing down goals can create a (false) feeling of progress – and more goals feel like more progress. In reality, a goal only expresses intent; taking action is the hard part. Every company has finite resources and energy…and a limited attention span. Focusing on a small number of goals makes success far more likely than dissipating energy across dozens of goals. Or looking at it another way…if everything is important; nothing is important.

Put Effectiveness First

There is a well-known distinction between efficiency and effectiveness: efficiency is doing things right while effectiveness is doing the right things. Strategic goals need to be effective – doing the right things to take the company to the next level. If a goal doesn’t have that kind of broad impact, it’s probably not strategic.

Understand Evolution vs. Revolution

Goals can be evolutionary (incremental goals usually achieved through continuous improvement) or revolutionary (breakthrough changes with dramatic scope). Both are legitimate and important forms of improvement.

Get Top Down Consensus

Top management is responsible for developing the strategic plan – it’s one of their most important responsibilities. But taking the time to consult with middle management serves two useful purposes:

  • It provides additional perspective and feedback that helps craft stronger, more informed strategies
  • It creates a sense of shared responsibility for the plan and significantly more buy-in from middle management

Set Careful KPIs

Key Performance Indicators (KPIs) provide the means for tracking progress towards goals. They also have a considerable ability to drive behavior. So choose KPIs with care. It is essential to think through whether the selected KPIs will drive the desired behavior without unintended side effects. For example, more than one company has found that a single-minded pursuit of efficiency can lead to unintended consequences, such as excess inventory (larger batches means fewer changeovers) and reduced quality (a subtle “fix it later” pressure creeps in to keep lines running).

Own the Goal

Every goal should have an owner – a facilitator and coach who has the skills and authority to see the goal through to conclusion successfully.

  • As a facilitator, the goal owner will remove roadblocks and smooth the path to progress.
  • As a coach, the goal owner will track progress and intercede if things get off track.

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Step Two – Develop Tactics

At a departmental level, mid-level managers develop tactics that will best achieve the goals as laid out by top management. One of the most important aspects of this process is “catchball": a back and forth exchange with top management to ensure that the strategy and goals are well understood, that there is strong alignment between strategy and tactics, and that the KPIs are meaningful and appropriate.

Tactics may change throughout the course of fulfilling the strategy; flexibility and adaptability are important characteristics of the process. As a result, it is helpful to have regular progress reviews (e.g., monthly), at which time results are evaluated and tactics are recalibrated.

Step Three – Take Action

At the plant floor level, supervisors and team leaders work out the operational details to implement the tactics as laid out by mid-level managers. Once again, the principle of catchball applies, to ensure that activities at the plant floor (and other areas of the company) are strongly aligned with tactics and strategy.

This is the level where goals and plans are transformed into results. This is Gemba (the place where real action occurs). Therefore, managers should stay closely connected to activity at this level (e.g., regularly practicing “management by wandering around”).

Step Four – Review and Adjust

So far the steps have focused on cascading strategic goals down through levels of the company; from top management all the way down to the plant floor. Equally important is the flow of information in the other direction – information about progress and results. It is this second flow that creates a closed-loop system – enabling control and adjustment of the entire process.

Progress should be tracked continuously and reviewed formally on a regular basis (e.g., monthly). These progress checkpoints provide an opportunity for an adjustment of tactics and their associated operational details.

Additional Considerations

Hoshin kanri is for everyone.

Hoshin Kanri is not as well-known or “popular” as some of the other lean tools – but it is an extremely valuable tool. Although this policy deployment method fits most naturally within a well-developed lean culture , where continuous improvement is firmly ingrained at all levels of a company, virtually any organization can benefit from its core principles:

  • Visionary Strategic Planning: focusing on the things that really matter
  • Catchball: building workable plans through consensus
  • Measuring Progress: carefully selecting KPIs that will drive the desired behavior
  • Closing the loop: using regular follow-up to keep progress on track

Benefits of a Flat Management Structure

It should be pretty obvious that a flattened management structure is beneficial to Hoshin Kanri. The fewer levels there are, the easier it is to cascade goals down and the fewer opportunities there are for strategy to be diminished through successive layers of translation. Fewer layers also means faster decision-making.

Some very large organizations have flat management structures. One of the best known is Nucor Steel, which has approximately 12,000 employees and only four layers of management between the CEO and line-level employees. In fact, a common joke is you can go from Janitor to CEO at Nucor with only five promotions. In contrast, a typical Fortune 500 company has 8 to 10 layers of management.

Create a Shared Vision

People perform best when they have a purpose. When they understand not just what to do – but why it’s important. One of the benefits of Hoshin Kanri is that it can help to create that purpose; providing focus and drive towards specific and important goals.

So, it’s worth putting some effort into creating a shared vision of the strategic plan (the future state; the destination) and associated tactics (the path to get there). Ensure as many employees as possible are given an opportunity to understand why the strategic goals are important and how the tactics and operational details support those goals.


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Top 25 Deployment Process Templates to Run Operations Error-Free

Top 25 Deployment Process Templates to Run Operations Error-Free

Kritika Saini


The key to a stable foundation for every business organization is a solid plan of action. Still, the biggest mistake they make is performing last-minute scabby activities. Due to this, the important steps are often neglected for an otherwise smooth application. 

For instance, software programmers develop software in one place (development environment) using tools distinct from the place and tools where the software runs (deployment environment).

In the case of small projects, the process is convenient. However, headache ensues when you reach any point of complexity or involve multiple developers. Unaccounted steps can cause numerous issues such as incorrect merging, code block being changed, breaking of other components, unit tests not being run, or forgetting to upload a file in the deployment environment. To reduce these issues but simultaneously deliver project releases and catch bugs early, the deployment process is paramount for a business. 

What is a Deployment Process? 

A deployment process considers minor details to move an object to a place where some action can be performed on it. It ensures that the product is intact, bug-free, and delivers a smooth customer experience. 

Organizations set high standards on project quality, and automate all projects build, testing, and final deployment by reducing the manual tasks to avoid the omission of critical steps. Therefore, it is crucial to put a lucrative deployment process in place and address all issues as fast as you can. 

Steps to a smooth deployment

  • Ensure to have a deployment plan: Set out a unique deployment plan to make sure that the process goes smoothly. A deployment plan is helpful when multiple users work on the same project. Include rules to reduce the risk of conflicts between different changes or any bugs that you have missed. 
  • Actual development: Ensure that the real development is done simultaneously without breaking the flow of any activity. Once the development process is complete, start testing and deploying the changes through deployment setup.
  • Test the changes: Testing is critical to check that no bugs enter the actual environment. After testing the changes to the development environment, it is time to deploy them to the staged environment for final quality analysis (QA) testing. 
  • Deployment to the live environment: If everything works correctly in the staged setup and all the bugs get fixed, deploy it to the live environment. Even after multiple rectifications, things can still go wrong. So monitoring is a must.
  • Monitor: There is a possibility that users encounter issues and perform actions that were not anticipated during the planning and development phase. Therefore, once the changes go live, it becomes important to monitor that everything works as intended.

It helps when businesses develop a process to roll back the changes and handle deployment efficiently. Let us create a stimulating and constraint-free project environment by exploring these innovatively-designed top 25 deployment process templates.

Cloud deployment model gives worldwide access to shared pools of configurable resources over the internet. Therefore, help your organization run several applications and programs on more than one computer. Pick this template for rapid development, virtually as well as in reality.

Cloud Deployment Model Traditional PPT

Download Cloud Deployment Model Traditional PowerPoint Presentation 

It is critical to establish and maintain consistency of product performance; its functional and physical attributes; and its requirement, design, and operational information throughout its life. Therefore, download this template to establish continuous deployment. 

Continuous Deployment Configuration Management

Download Continuous Deployment Configuration Management 

Choose this template design to showcase the infrastructure that includes links between one cloud managed by the user and at least one managed by a third party. The set is ideal for designing a hybrid cloud that offers the benefits of multiple deployment models. So download and edit conveniently!

Cloud Deployment Model Hybrid PPT

Download Cloud Deployment Model Hybrid Templates

How an organization delivers its product to the audience is critical. Download this well-crafted template to create a roadmap for calculating your product’s response to the changes (deployment). The slide guarantees transparency and precision. Therefore, grab it immediately!

Roadmap Audiences Attention Deployment PPT

Download Roadmap Audiences Attention Deployment PowerPoint Presentation 

Overcome all the challenges of the e-payment system by establishing an impressive deployment process. This set is crafted to ensure smooth internet-enabled payment that benefits the receiver as well as the acceptor. So download the template and assist your team right away!

Digital Payment System Deployment Services PPT

Download Digital Payment System Deployment Services PowerPoint Presentation

A majority of doctors believe that healthcare applications can bring improvement in their patient’s health. Establish a smooth flow in the deployment process of medical applications with this healthcare template design. The set is easy to edit. Therefore, download and use it multiple times.

Healthcare Android Application Deployment Architecture

Download Healthcare Android Application Deployment Architecture 

The blue-green deployment technique reduces downtime and risks by running two identical production environments called blue and green. Therefore, incorporate this template to avoid service interruptions on applications with critical up-time requirements. 

What Is Blue Green Deployment Service PPT

Download What Is Blue-Green Deployment Service Process PowerPoint Template

The term “strategy deployment” comes from the Japanese term “hoshin kanri” - which means direction management. Choose this template to improve your organization, wherein solutions emerge from the people closest to the complications. Therefore, download and direct activities at every level. 

Hoshin Kanri Strategy Deployment X Matrix Template

Download Hoshin Kanri Strategy Deployment X Matrix Template

This well-researched template elucidates various deployment strategies such as single-server group deployment, highlander, canary deployment, rolling deployment, multi-server group deployment, canary with two groups, and blue-green deployment. Therefore, download this deck to choose the best release strategy for putting code in your company’s live environment. 

Deployment Strategies And Release Best Practices PowerPoint Presentation

Download Deployment Strategies And Release Best Practices PowerPoint Presentation

Template 10

Technological deployment is the establishment of innovations in action. It involves the generation of knowledge and processes to develop systems that solve problems and extend human capabilities. Therefore, download this template and make technology available for use!

Deployment Technology PPT PowerPoint Presentation

Download Deployment Technology PPT PowerPoint Presentation

Template 11

This well-designed template will help both the development and system admin team to work together for automating things. So download this fully-editable layout that gives the user an option to add or remove any topic.

How To Automate The Deployment Deployer

Download How To Automate The Deployment Deployer PowerPoint Presentation

Template 12

All organizations must focus on what is essential and create customer satisfaction by developing an innovative environment. This template helps you share a policy deployment process with your employees to eliminate the waste resulting from inconsistent direction and poor communication. Therefore, download it straight away!

Policy Deployment Process PPT PowerPoint Presentation

Download Policy Deployment Process PPT PowerPoint Presentation

Template 13

Display all the activities necessary to make a software system available for use with this deployment process template. It is designed with a flexible layout. So download instantly to pitch your project smoothly!

Software Deployment Process Practices

Download Software Deployment Process Practices PPT PowerPoint Presentation

Template 14

This template can be used to depict the mapping of a logical architecture to a physical environment. It also ensures that your product is ready to be used in a real environment by all the end-users. Therefore, download and edit it easily!

Design Phase Steps Requirements Development Test Deployment

Download Design Phase Steps Requirements Development Test Deployment

Template 15

Create a seven-step deployment positioning process with this innovatively-designed template. The set is easy to adapt. So download it and rearrange the smart art as per requirement. 

7 Steps Deployment Process Positioning PPT Templates

Download 7 Steps Deployment Positioning PPT Templates

Template 16

Streamlined processes generally create fewer errors and delays. Pick this template and streamline the deployment process stages mentioned in this blog. The set offers multiple features, so download this resourceful tool to guide your actions. 

Streamline Deployment Process Quality Approval

Download Streamline Deployment Process Templates

Template 17

Select this deployment box template to showcase the benefits and entitlements of your company’s deployment process. Besides, this template can also be used to communicate the process across an organization quickly. 

Deployment Process Templates Box With Computer Screen

Download Deployment Process Templates with Box and Computer Screen

Template 18

This is yet another example of a deployment process template. Download it and share all the benefits that occur from the application of a deployment process. The template can be customized according to your data. So click the download button given below!

Application Development Conceptualize Deployment Research

Download Application Development Conceptualize Deployment Research

Template 19

A deployment strategy is a way to change or upgrade an application, software, product, or service. The aim of this template is to create a deployment strategy that makes changes without any spare time. So download it and implement a productive strategy!

Deployment Strategies PowerPoint Presentation Slides

Download Deployment Strategies PowerPoint Presentation Slides

Template 20

Pick this well-structured planned deployment template to showcase the data related to all the deployment plans that have been implemented over the years. Exhibit how the application of deployment increases productivity. Download the template and avoid common pitfalls. 

Download Planned Deployment PowerPoint Slide

Download Planned Deployment PowerPoint Slide Design Templates

Template 21

Make your presentation more attractive by integrating this deployment template. The design is crafted meticulously by SlideTeam professionals. Download it and help your audience grasp the deployment process completely. 

Deployment Men On Gears Process Templates

Download Deployment Men On Gears Templates

Template 22

This is yet another starring deployment template that can be blended into any presentation. It makes the deployment process much faster and simple to understand. Therefore, pick this template to pull and store data as per your need. 

Deployment Globe With Laptops

Download Deployment Process Globe With Laptops Template

Templ ate 23

The term enterprise deployment refers to all the activities that must take place to make a product/service available to the final customer. The template helps you provide a solution to all the bugs in an organization. Download and edit it with your content. 

Deployment Process Enterprise Solutions Templates

Download Deployment Process Enterprise Solutions Templates

Template 24

Showcase the development testing phase of the deployment process with this well-designed template. This visually-pleasing template is created by our team of professionals. Download it and test new code to build a new environment or site.

Application Development Testing Deployment Process

Download Application Development Testing Deployment Process Templates

Template 25

Develop a 30-60-90 day deployment plan and share it with your audience. You can improve different areas in the organization by ensuring proper deployment. Grab this template now to allow simple management and transparent operations.

30 60 90 Days Plan Audiences Attention Deployment Process Templates

Download 30 60 90 Days Plan Audiences Attention Deployment Template

Pick these templates to balance the technical complexity with customer impact and overall business needs to drive the best pattern. Ultimately, excellence comes when you become fully committed to delivering a top-notch product to your users.

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How to Plan a Self-Service Kiosk Deployment

  • Self Service
  • Author: Wavetec
  • Published: March 25, 2024

If we look around, self-service kiosks are everywhere, making things easier in stores, restaurants, and more. Planning a self-service kiosk deployment basically means figuring out how to set them up and make them work well. 

It’s like planning to put helpful machines in the right places. This article will help you understand how to plan this process step by step. 

We’ll explain why it’s essential and what you need to think about, like where to put the kiosks, what software to use, and how to make them easy for people to use. 

By the end, you’ll know how to plan and set up self-service kiosks , making things smoother for your business and customers.

Assessing Business Needs and Objectives

Before looking into a self-service kiosk deployment, thoroughly assessing your business needs and objectives is crucial. This step is like taking a snapshot of your business’s stand and where you want it to go. 

So, let’s explore how to effectively assess your business needs and objectives, ensuring that your self-service kiosk deployment brings maximum benefits to your organization.

1. Identifying the Purpose of The Kiosk Deployment

Before launching into a self-service kiosk deployment , it’s essential to pinpoint the exact purpose behind it. 

Clarity on the kiosk’s purpose will guide every aspect of the deployment process, whether it’s modernizing customer service, improving efficiency, or improving the overall customer experience. 

By identifying the purpose upfront, businesses can ensure that the kiosks meet specific needs and deliver tangible benefits.

2. Understanding Target Audience and User Demographics

Understanding who will be using the self-service kiosks is crucial for their success. Businesses need to look into the demographics of their target audience to tailor the kiosk interface, functionality, and user experience accordingly. 

Factors such as age, tech-savvyness, language preferences, and accessibility requirements should all be considered to ensure that the kiosks effectively meet users’ needs.

3. Setting Clear Goals and Objectives for The Project

Setting clear and measurable goals is fundamental to the success of any kiosk deployment project. Whether it’s increasing sales, reducing wait times, or gathering customer feedback , defining specific objectives will provide a roadmap for the deployment process. 

These goals should be SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) to ensure clarity and focus throughout the project lifecycle.

Choosing the Right Self-Service Kiosk Solution

Latest-models-of- self-service-kiosks-ready-to-be-activated

Planning a self-service kiosk deployment requires careful consideration to ensure you choose the right solution for your needs. Let’s explore the essential factors when planning your self-service kiosk implementation.

1. Hardware Considerations

When setting up self-service kiosks, it’s essential to consider the hardware you’ll need. Different types of kiosk hardware are available, such as touchscreen monitors, printers, barcode scanners, and more. Each type serves a specific purpose, so choose the ones that best fit your needs.

Scalability and flexibility are also essential factors to consider. You want hardware that can grow and adapt along with your business. 

This means selecting hardware that can easily accommodate future upgrades or changes without causing disruptions to your operations. Considering these factors, you can ensure your kiosk hardware meets your current and future needs.

2. Software Considerations

Once you’ve sorted out your hardware needs, it’s time to consider the software that will power your self-service kiosks. Consider the operating systems and platforms compatible with your chosen hardware. You’ll want user-friendly and reliable software .

Customization and integration options are also crucial. You may need software tailored to your business requirements and easily integrated with your existing systems. 

This ensures a smooth experience for both you and your customers. You can select the best solution for your self-service kiosk deployment by carefully evaluating your software options .

3. Security and Compliance Requirements

Security and compliance are critical when it comes to self-service kiosks. You must prioritize data protection and privacy considerations to safeguard sensitive information. Choose software and hardware solutions with robust security features like encryption and authentication protocols.

Additionally, ensure your self-service kiosks comply with industry regulations relevant to your business. This includes regulations related to data privacy, accessibility, and payment processing. 

Planning the Deployment Process

Let’s explore how to plan a self-service kiosk deployment step by step so you can understand what needs to be done before your kiosks are up and running.

1. Site Assessment and Location Selection

Before installing self-service kiosks, it’s essential to assess the area where they will be installed and choose the best locations. This is called a site assessment. 

We need to see if there’s enough space if it’s safe, and if people can easily use the kiosks there. We also want to pick locations where lots of people will see and use the kiosks. This helps ensure they’re practical and convenient for everyone.

2. Infrastructure Requirements

Once we know where the kiosks will go, we must ensure the place has everything necessary for them to work correctly. This includes things like electricity and an internet connection. 

Also, check if the area is sturdy enough to hold the kiosks safely. Ensuring a suitable infrastructure means the kiosks can do their job without problems.

3. Timeline and Budget Considerations

It is essential to plan how long it will take to set up the kiosks and how much they will cost. We need to make a timeline to know when everything will be ready. 

One must also consider how much money they must spend on the project. By planning carefully, we can make sure everything happens on time and within our budget .

4. Coordination with Stakeholders and Vendors

To ensure a smooth project, we need to talk to everyone involved. This includes the people who own the place where the kiosks will go and the companies that make and install them. 

You need to work together to ensure a successful project. Communication and teamwork are vital to getting everything done right.

Designing the User Experience

A-user-having a-good-experience-with-a-newly-deployed-self-service-kiosk

Designing the user experience for self-service kiosks is all about making them simple to use. When people walk up to a self-service kiosk, they should know exactly what to do without overthinking it. 

Let’s explore how we can make these kiosks easy for everyone.

1. User Interface Design Principles

When designing the user interface for self-service kiosks, one has to ensure that it is easy and enjoyable for users to interact with. Users should find the interface clear and straightforward, like when playing a game or using a toy. 

It is crucial to utilize easily understandable colors, shapes, and words. Buttons should be recognizable as buttons, and instructions should be straightforward. 

This approach ensures that users can confidently approach a self-service kiosk, knowing precisely what to do without encountering confusion.

2. Accessibility and Usability Considerations

Accessibility and usability are significant considerations when designing self-service kiosks. It’s essential to ensure the kiosk is accessible to everyone, including individuals with disabilities. This involves making buttons large enough to press and ensuring the screen is easy to see. 

Usability focuses on creating an experience that works well for all users, regardless of age or ability. Factors such as the kiosk’s height are carefully considered to ensure comfort for children and adults. 

By addressing these considerations, one can ensure that the kiosk is usable by everyone without encountering difficulties.

3. Testing and Iteration Process

After designing the user interface and confirming accessibility and usability, it’s necessary to conduct thorough testing. Testing involves trying out the kiosk to identify any potential issues. If problems arise, one must go back and make necessary adjustments. 

This iterative process continues until the kiosk functions flawlessly. Testing and iterating are essential steps in warranting that the kiosk is fully prepared for widespread use by all individuals.

Implementing the Self-Service Kiosk Deployment


Implementing the self-service kiosk deployment is like putting all your plans into action. It’s time to turn your ideas into reality. 

Planning a self-service kiosk deployment means following the steps you’ve worked out. Let’s look into how to get started making your self-service kiosk deployment happen.

1. Installation and Setup Procedures

Setting up the self-service kiosks involves placing them where they’re supposed to go and ensuring they work correctly. Once the kiosks are in their places, check to ensure everything is working smoothly, like ensuring all machine parts are working together.

2. Software Configuration and Testing

After the kiosks are set up, focus on the software inside them. It’s essential to ensure the software is set up correctly, like adjusting the settings on your phone. Ensure you test everything to ensure the kiosks can do their jobs without issues.

3. Staff Training and Support

Now, teach the people who will be using and taking care of the kiosks how they work. It’s similar to showing someone how to use a new gadget or tool. Also, they should know what to do if something goes wrong so they can fix it quickly.

4. Monitoring and Maintenance Plans

Lastly, plan to keep an eye on the kiosks and ensure they stay in good shape. If something doesn’t work out according to plan, one must have plans to fix it quickly.

Measuring Success and Iterating

Deploying self-service kiosks marks a significant milestone, but ensuring their effectiveness requires ongoing assessment and adjustment. 

  • Quantitative Metrics: Assess kiosk usage rates, transaction volumes, queue length , and customer wait times. These figures provide tangible indicators of the kiosks’ impact on efficiency and customer satisfaction.
  • Qualitative Feedback: Gather user feedback to gauge their satisfaction and identify pain points. This could involve surveys, interviews, or simply observing user interactions. Understanding users’ experiences is fundamental for refining the kiosk experience.

If the measurements reveal areas for improvement, it’s time to iterate.

  • Iterative Changes: Implement changes based on insights gathered. This might involve providing additional staff training. Iteration is essential for refining the kiosk deployment over time.
  • Continuous Evaluation: Regularly revisit metrics and feedback to assess the impact of iterative changes. This cyclical process ensures that the kiosk deployment evolves to meet changing needs and expectations.

Case Studies and Examples

1. telcel’s success with self-service kiosks.

Telcel, a leading telecom provider in Mexico, sought to improve customer experience by reducing wait times and aligning service delivery. Partnering with Wavetec, they deployed self-service kiosks in 30 service centers. 

The kiosks personalized the customer interaction, simplified ticket issuance, and integrated with Telcel applications, expanding service offerings. This innovation reduced wait times, increased customer satisfaction, and improved staff productivity. 

2. Swiss Post’s Self-Service Kiosk Deployment with Wavetec

Swiss Post, Switzerland’s esteemed postal service, sought to revolutionize customer service through self-service kiosk deployment. Striving to manage customer flow, Swiss Post collaborated with Wavetec, a global leader in queue management solutions. 

By leveraging Wavetec’s expertise, Swiss Post implemented a tailored solution featuring Self-service Kiosks, a Lobby Leader, a Centralized Engine, a Dashboard Management Portal, Web Ticketing, QR Scanning, and WebSDU across 40 branches. 

This strategic deployment of self-service kiosks enabled customers to have efficient ticketing options, minimize wait times, and optimize service delivery . 

Planning a self-service kiosk deployment involves carefully considering various factors to ensure success. Just like building a house requires a solid foundation, planning lays the groundwork for a smooth and effective deployment process. 

By following the steps outlined in this guide on “ How to plan a self-service kiosk deployment ,” organizations can set themselves up for success.

Once deployment begins, continuous monitoring and adjustment are vital to refining the kiosk experience and overcoming any challenges. Ultimately, the deployment’s success depends on its ability to boost customer convenience, simplify operations, and meet organizational goals .

When prioritizing user experience, using technology effectively, and remaining adaptable, self-service kiosks have the potential to revolutionize customer interactions and drive business success. 

With careful planning and ongoing refinement, organizations can fully reap the benefits of self-service kiosks and achieve their objectives.

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6 steps to capitalize on ai in your business.

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AI chatbot usage and concepts

It’s time for all business leaders to understand how predictive artificial intelligence (AI) and machine learning (ML) can help grow your business, and how it can be implemented and deployed with minimal risk and maximum value returned. In my experience in large companies as well as startups, most current efforts have failed to deploy or never realize the value expected.

I recommend that you treat this new technology as you do any other, with careful planning and a detailed deployment process, with controls in place to monitor results and change requirements. Specialized business practices are also springing up to help, like bizML, outlined in a new book, “ The AI Playbook ,” by Eric Siegel, a leading consultant and former Columbia University professor.

Here is my summary of Siegel’s six key steps to a successful deployment of your first foray into the use of this technology, whether it be called artificial intelligence, machine learning, or predictive analysis:

1. Quantify a positive business value proposition. First of all, document the business improvements targeted, such as revenue growth through increased ad response rates. Avoid any technology-first or solution-first thinking, where the focus is on technology rather than business results. Use this value to get approval to proceed to deployment.

2. Establish a machine learning prediction goal. In great detail, you must establish what will be predicted by your deployment, and what will be done about each prediction. This is the intersection between biz and tech , requiring a collaboration between business leaders and technologists to turn business intentions into a well-defined technical model.

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Best 5% interest savings accounts of 2024.

3. Define specific model evaluation metrics. What you are looking for here are accuracy measurements for how well the model predicts correctly, or at least predicts better than guessing or no learning. Additional elements are the cost of a correct prediction, cost of a false positive or a false negative, and the improvement in learning potential over time.

4. Prepare the data sources for learning. Remember that the right data as fuel always trumps the best machine learning algorithms. Data has to be collected and reconfigured into relevant elements for model training, as well as deployment. For learning, it must contain both positive and negative cases, as well as noise and supportive elements.

5. Generate and train the predictive model. Here is where you develop the most powerful predictive technology, including the training element, where the computer is essentially reprogramming itself. Evaluate predictive analysis algorithms available, including decision trees, regression analysis, with learning from custom-built or purchased AI models.

6. Deploy and evaluate the machine learning model. Deployment means introducing the change to your operation, which requires buy-in and cooperation from the team at every level.to translate predictions into actions. Setting up a control group is recommended to mitigate risk, process the metrics, and make necessary adjustments to data and model.

In reality, these steps are only the beginning. Once the model has proven to be of value, its viability moving forward requires maintenance, monitoring, and ethical vigilance. Any new technology tends to lose its edge and stagnate over time as the world changes around us. The economy shifts and customer behavior patterns evolve.

You must also be sensitive to changes that can cause the learning model to adversely affect any protected class, show bias and lack of representation to any specific groups, or reveal personal attributes that need not ever be disclosed.

Thus your role as a business leader and professional becomes even more key in making sure that the result helps not only your business, but also your customers and society as a whole. It’s time for all of us to learn more about how to deploy new technologies and move forward effectively rather than striking out blindly or ignoring new business growth opportunities.

Martin Zwilling

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  • Implementing Order Management

Guidelines for Integrating Order Management with Transportation Management

Set up an orchestration process, manage connectors, business rules, constraints, and use web services to integrate Oracle Order Management with Oracle Transportation Management.

Use Web Services

Order Management doesn't come predefined to integrate with Transportation Management or Global Trade Management. Starting in Update 13, you can use Integration Cloud Service, a synchronous web service, or some other asynchronous web service, to integrate with your transportation management system. Before Update 13, you must use only an asynchronous web service.

flow that uses Integration Cloud Service, a synchronous web service, or some other asynchronous web service to integrate with your transportation management system.

Communicate details through a web service.

Send details from Order Management to Transportation Management when the user creates, revises, or cancels a sales order.

Send acknowledgement from Transportation Management to Order Management.

As an option, send fulfillment details from Transportation Management to Order Management. For example, confirm that Transportation Management created the order release, send transportation plan that includes updated schedule dates, or send delivery confirmation details, such as delivery date.

flow that confirms that Transportation Management created the order release.

Set Up Orchestration Process

Add an orchestration process step that sends a request to Transportation Management. Add another step that waits for the reply.

orchestration process step that sends a request to Transportation Management.

Use the predefined DOO_TransportationPlanning task type in the orchestration process. This task type allows Order Management to send a new request to the transportation management system, and to update or cancel a request that already exists.

Reference DOO_TransportationPlanning at any point in the stepwise sequence of an orchestration process, depending on your business requirements. For example, set up an orchestration process so it identifies the source of supply, reserves inventory, then plans transportation.

Wait for the response.

It might be necessary to wait for a response from Transportation Management in some situations. For example, an order release is a representation of the sales order in Transportation Management. Transportation Management uses the sales order as input to create the order release.

If Transportation Management can't successfully create the release, for example, an attribute that it requires for planning transportation is missing a value, then it might be useful to prevent the orchestration process from proceeding, such as to a ship item step, until the Order Manager can determine whether to allow the process to proceed without the release.

To add a wait step, copy the Send Request step, then modify the copy as necessary.

Use the DOO_TP_REQ_ACCEPTED value or the CANCELED value in the Status Code attribute as the exit criteria for the wait step.

The flow won't proceed to the next step until Transportation Management replies that it successfully created the sales order release.

Don't wait for a response unless you need it to meet a business requirement. Waiting for the response increases the possibility that the orchestration process might take a long time to finish, or get stuck waiting for the response.

Process the response.

Process the response from Transportation Management at different steps in the orchestration process, such as after the transportation plan finishes, or after Transportation Management sends proof of delivery. Order Management can use the response after the transportation plan finishes even if the orchestration process isn't currently running the DOO_TransportationPlanning task.

DOO_TransportationPlanning uses an indicator to mark each fulfillment line that Transportation Management planned so some other system can process it.

For example, the predefined integration with Oracle Inventory sets a transportation planning hold on each shipment request that references a fulfillment line that contains this indicator. The integration releases the hold only after Transportation Management receives the transportation shipment plan.

At run time, the Status attribute on the order line references DOO_TransportationPlanning on the orchestration process to get the status for Awaiting Transportation Planning Response.

attribute Status on the order line references task type DOO_TransportationPlanning on the orchestration process.

The DOO_TransportationPlanning task and Shipment task come predefined to use different attributes to identify change. You must modify them so they use the same attributes. For details, see Manage Order Attributes That Identify Change .

If your orchestration process includes branching, and if you include the Shipment task in one or more branch, and if you expect transportation and shipping will process the order line, then you must include the DOO_TransportationPlanning task in each branch that includes the Shipment task. For Example, if you include Shipment in branch x for normal shipping and branch y for back-to-back shipping, then you must include DOO_TransportationPlanning in x and y instead of including DOO_TransportationPlanning in a step that happens before the branch.

Make sure the DOO_TransportationPlanning task and the Shipment task use the same compensation pattern. For details, see Overview of Managing Change That Occurs During Order Fulfillment .

Get Transportation Plan

As an option, get details about the transportation plan from Transportation Management to update attributes in Order Management.

flow that get transportation plan details from Transportation Management.

Get updated scheduled dates and order release number from Transportation Management.

Prevent Order Management from updating the sales order after it sends it to Transportation Management. See the section about constraints later in this topic.

Note these points about getting the transportation plan and delivery confirmation.

The transportation plan uses the DOO_TP_PLANNED value in the TaskInstanceStatusCode attribute.

The transportation plan updates the Scheduled Ship Date attribute and the Scheduled Arrival Date attribute.

If Transportation Management splits the transportation plan into two separate shipments, then Transportation Management sends the latest date of these shipments to Order Management. For example, if shipment one delivers on January 1, and shipment two delivers on January 15, then the transportation plan that Transportation Management sends to Order Management will include only the latest date of the finished shipment, which is January 15.

If the orchestration process receives the transportation plan when its not on a wait step, then it will reject the plan and will reject the request to update.

To make sure the orchestration process reaches a wait step, allow about 10 minutes between the most recent update that Order Management sends to Transportation Management, and the time when Transportation Management sends the plan update to Order Management.

Get Delivery Confirmation

As an option, add a pause step to make sure invoicing finishes before confirming delivery.

Add a pause step that's similar to the Shipping step in the orchestration process.

Get delivery confirmation at different points in the orchestration process, such as Awaiting Billing.

For example, to prevent the Invoice step from running before confirming delivery, add a pause step before the invoice step, then set up the pause so it waits until Order Management receives delivery confirmation.

Use the SAC_SYSTEM_EVENT_POD_PAUSE event and the TransportationPlannedFlag attribute.

Use SAC_SYSTEM_EVENT_POD_PAUSE to release the pause when Transportation Management sends the DOO_TP_DELIVERED status.

Make sure the orchestration process is on a wait step when it receives the response.

The status description for DOO_TP_DELIVERED is Shipment Delivered. However, if you use a pause to get delivery status, then Shipment Delivered doesn't display. Instead, set up a pause status that displays Shipment Delivered.

Click Click for Rule on the pause step, then create two pause rules.

click Click for Rule, and then create two pause rules.

Order Management releases SAC_SYSTEM_EVENT_POD_PAUSE after it receives delivery confirmation so you can use this event to process a subsequent sales order.

Create the rule that releases the pause task.

Create the rule that pauses the orchestration process.

For details about how to create a pause rule, see Pause Orchestration Processes Until Events Happen .

Prevent Changes After Transportation Planning Finishes

If you use Oracle Inventory Management before Update 18C, then enable the predefined Shipment Plan Complete processing constraint.

flow that enables predefined processing constraint Shipment Plan Complete.

Shipment Plan Complete prevents the user from revising the order line in the Order Management work area after Transportation Management sends the transportation plan to Inventory Management. This constraint comes predefined as disabled. You can enable it during set up.

Before Update 18C, Inventory Management supports only a quantity change or order cancel after Transportation Management sends the transportation plan to Inventory Management. Inventory Management doesn't support any other order revisions before Update 18C.

Inventory Management supports revisions starting with Update 18C. You can disable Shipment Plan Complete after you upgrade to Update 18C.

Order Management uses the transportation plan to determine whether Transportation Management already sent the transportation plan to Shipping.

If you don't use Oracle Inventory Management, then don't enable the Shipment Plan Complete constraint.

For details, see Manage Processing Constraints .

Set Up Integration

Set Up Connector

Set up a connector on the Manage Connector Details page.

set up a connector on page Manage Connector Details.

Use Predefined Integration in Integration Cloud Service

Use a predefined integration in Integration Cloud Service as a starting point for your integration. Use the TransportationPlanning connector to connect through a business event.

flow that Uses connector TransportationPlanning to connect through a business event.

For example:

example flow that Uses connector TransportationPlanning to connect through a business event.

A business event triggers the integration.

One fulfillment line in Order Management maps to one order release plus one order release line in Transportation Management. For example, the integration maps the ScheduleShipDate attribute in Order Management to the GLogDate attribute in Transportation Management.

Modify the predefined integration to meet your business requirements. For example, to group fulfillment lines in a shipment set or configured item, group them into a single order release in Transportation Management.

Transportation Management sends a status update to Order Management for each order release line that maps to one fulfillment line.

Examine predefined integrations that use Integration Cloud Service.

Go to Oracle Logistics Cloud to Oracle Fusion Cloud SCM Integration and read the content.

Click Get App to access Integration with OTM or GTM using ICS (Doc ID 2209248.1) .

Import one of the example integrations into Integration Cloud Service. For example, import integration OTM_OM, Communicate Order Shipping Information to Order Management.

Examine the integration in the Integration Cloud Service user interface.

Example Response Payload

Here's an example of the response that Transportation Management sends to Order Management.

payload of the response that Transportation Management sends.

The predefined integration in Integration Cloud Service uses this structure. If you modify it, then use this payload as an example of the data that your fulfillment system must send.

The response can include one or more fulfillment lines.

The IntegrationContextCode attribute must equal the DOO_TransportationPlanning task type.

Make sure the TaskInstanceStatusCode attribute contains a value that accurately reflects the status, such as DOO_TP_PLANNED. For details about the statuses that you can use, see Integrate Order Management with Transportation Management .

The screen print truncates the TransportationOrderReleaseIdentifier line. Here's the full line.

Related Topics

  • Overview of Integrating Order Management with Transportation Management
  • How Order Management Integrates with Transportation Management
  • Use Integration Cloud Service with Order Management
  • Overview of Orchestration Processes


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Onboarding New Employees — Without Overwhelming Them

  • Julia Phelan

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Give people the space and time they need to thrive in their new job.

A great onboarding experience can keep new hires engaged and committed, and increase their learning and preparedness for their new role. In trying to ensure new employees feel supported and properly prepared, some organizations flood new hires with far too much information. Even if managers have the best intentions, bombarding new hires with tasks  — such as asking them to read every single page of the employee manual or requiring them to get set-up on Slack, email, Box, and all the other platforms all at once — will backfire. Three strategies can help organizations mitigate this overload and ensure employees have the space, time, and mental resources available to learn and thrive in their new job.

We know that effectively onboarding new employees has huge value. A good onboarding process — with clear information on job requirements, organizational norms, and performance expectations — not only enhances employee productivity but helps increase loyalty and engagement, and decrease s turnover .

  • JP Julia Phelan , Ph.D. is a learning design consultant and expert in applying learning science principles to create effective learning experiences. She works with organizations to help build a strong workplace learning culture by improving training design, implementation, and outcomes. She is the co-founder of To Eleven , and a former UCLA education research scientist. Connect with her on LinkedIn .

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Inside Business | Hampton Roads-based Kaufman & Canoles names…

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Inside business | hampton roads-based kaufman & canoles names new president and ceo.

Jason R. Davis became president and chief executive officer at Kaufman & Canoles on April 1. (Courtesy photo)

Kaufman & Canoles, a Hampton Roads-based business law firm dating back to 1919, has a new leader.

Jason R. Davis took over as president and chief executive officer on Monday, the firm announced. The transition occurred after an 18-month strategic planning process to replace William R. Van Buren III, who served as president and chairman for the past 16 years. Van Buren will continue to serve as chairman of the board.

“Under Bill Van Buren’s leadership, our firm has become a leader in the legal industry, and I expect our growth only to accelerate in the coming years,” Davis said.

A graduate of the University of Virginia and William & Mary Law School, Davis has worked extensively with the firm for the past 27 years in health care litigation, including representing and advising hospitals, physicians, long-term care facilities and other health care providers.

William R. Van Buren III served as president and chairman for Kaufman & Canoles for the past 16 years. Jason R. Davis stepped into the role of president and chief executive officer on April 1. (Courtesy)

During Van Buren’s tenure, the firm expanded to the Raleigh, North Carolina market and became the Virginia member of TerraLex, a leading international network of business law firms. The firm also received accolades like Civic Leadership Institute’s 2019 corporate Darden Award for regional leadership.

“We plan to continue that strategy — furthering our tradition of excellent client service and community involvement, maintaining our position in the Hampton Roads market, strategically expanding in other markets, and continuing to build a diverse and talented next generation of the firm and its practice groups,” Davis said.

Sandra J. Pennecke, 757-652-5836, [email protected]

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“I think Portsmouth is so overdue for this type of expansion and this type of product,” said Tim Foley, principal owner of Lightwell Development. Foley was raised in Northern Virginia and graduated from the University of Virginia.

Inside Business | New York City-based development firm buys 4 historic properties in downtown Portsmouth

Save the dates for these upcoming events.

Inside Business | Business calendar for the week of April 8

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I was nervous and lonely after I got put on a PIP at work. But I survived and think it helped me grow.

  • A woman who works in digital marketing was put on a performance-improvement plan in a new job.
  • As a result of an ADHD diagnosis and treatment, she was able to improve her performance, she said.
  • She survived her PIP and has tried to help new hires so they don't feel as isolated as she did.

Insider Today

This as-told-to essay is based on a conversation with a woman based in the US who works in digital marketing. She was put on a performance-improvement plan several months into a new job. She'd been fired from a prior role and didn't expect to survive the PIP. However, diagnosis and treatment for attention-deficit/hyperactivity disorder helped improve her focus. She asked that Business Insider withhold her identity because she didn't want her story to reflect poorly on her employer's training process. The following has been edited for brevity and clarity.

I work in digital marketing. When I was placed on a PIP, I had a lot of people tell me to start looking for another job. Some said not to even fight the PIP because my bosses already had it in their minds to fire me. Even recruiters and my friends who work in HR said that.

But my circumstances were a little different. Most of the bosses are pretty young. They're my age — early 30s — and I think they really did have the intention of sharpening me up a bit. They did exactly what the performance improvement plan is supposed to be for, which is to get team members up to the standards they expect.

The problem I had was that my boss hired me and then went on maternity leave. Once I started, there was a period of several months when she was gone, and I felt like I was just left out in the woods. I was relying on my teammates to train me — people who didn't have experience doing that. When my boss got back, she seemed frustrated that the two new hires — myself and someone else — weren't up to par.

I did feel it was unfair to be placed on a PIP because of that, but I'd had a history of losing jobs. I had always had a lot of focus issues. However, during the PIP, I was diagnosed with ADHD, which I think explains why I sometimes struggled at work.

I survived my PIP, but a coworker didn't

Two of us were placed on a PIP at the same time — the two new people. Everyone else on the team had been there for four or five years. They ended up firing the other new team member. When they fired him, I thought I was also on the chopping block, though eventually, my coworkers told me he just wasn't meeting the expectations of the PIP.

The PIP meeting was the first time my employer formally stated expectations and standards. How can you meet expectations if you don't know what they are? I heard things like, "You need to reply to clients within 24 hours. Send meeting notes 30 minutes prior to a call." No one had ever said any of that.

I've heard that the more realistic the objectives, the more you can pass a PIP. Ours are pretty well-defined and pretty realistic. It was things like being online by 8 a.m. and having your camera on for meetings. These things hadn't been stated but were easy to achieve.

A lot of my job is meeting with clients. When my boss returned from maternity leave, she was on all of my calls supervising. Afterward, she would send me notes with, "Here's what I would have said." That was the first time that I ever had any real feedback. Before she came back, my other workers were supervising. Everyone would just say, "Oh, good job on the call."

Related stories

Both my managers are very busy. Before my PIP, I felt like I had to ask my coworkers questions on calls. I didn't want to send a message through Teams because I didn't want any trace of it. I didn't want it to seem like I didn't know anything. I didn't know what they expected me to know.

After my PIP, we eventually got two new hires. I told my boss, "Here's what went wrong. Here's what the new hires need to know so they are not placed on a PIP." There was a lot of company knowledge that I didn't glean when she was gone. I felt like I didn't have anyone to turn to because I didn't want to keep bugging my coworkers. We work remotely, and I think that in an office setting, I would have had more opportunities to ask questions. I feel like I was thrown to the wolves in some regard.

I just made sure the new hires knew that they could ask me anything at any time. I felt very alone during my PIP, and I don't want others to experience that feeling. I am a first-generation college graduate. I was the first generation to work in a corporate role. So I have nobody to go to when something like this happens.

ADHD medication is helping me focus

The ADHD medication is helping a lot. It's helping with my focus. Once I was diagnosed and started learning more about ADHD, I felt like I understood my whole life. I remember being a teenager, and I was a straight-A student. I had wanted to be a doctor, but I told myself, "I can't handle that." I didn't know that I had this attention-deficit disorder. The diagnosis and medication have really changed the game for me.

When I was put on the PIP, I was in crisis mode. I was considering switching to a different career. I was thinking of becoming an EMT. Random stuff. But I thought, let me knuckle down in this job first and give it 110%. At the time, I didn't have an ADHD diagnosis.

I never felt confident during the PIP that I was going to survive it. I would get messages from my bosses like, "Good work. You're coming up to speed on things." Everything that they said during it was positive, but because of what I'd heard about PIPs, I expected to get fired.

Then, after my diagnosis, I was taking my medication every day and working around the clock. I was very vocal and transparent with both of my bosses about what I was doing because we had weekly check-ins for the PIP.

But it was hard to know what to disclose. On one call, I was very hesitant to mention it, but I said, "I was recently diagnosed with ADHD, and I know that it's affecting my performance. I apologize if there were any gaps." I told them I was on medication that's really helping. They said, "Thank you so much for telling us. We're really glad that you opened up to us about that. We wish you would have said something sooner because we could make accommodations." It ended up being a positive for me to say that, but I was taking a gamble because it can also be used against you.

It's not the warmest office. It's not the most transparent management. I didn't feel like I had a rapport with one of my bosses until I met her in person. Then she ended up apologizing for the PIP and saying that after she had her baby, she had postpartum depression and was kind of going through a lot and needed the team to be at 100% because it would help her out, too.

I didn't have the final PIP meeting. They just sent an email saying that I passed and that we wouldn't have the check-ins and everything was fine. And they copied HR. I felt very relieved. But I still felt weary and like I needed to tread lightly. You still have to continue the standard that they set.

The PIP process, on the whole, was positive — having so much transparency for the first time. Now I know I can go to my bosses and say, "Hey, I'm not able to get a refill of my medication because of a shortage. I'm sorry if you need to remind me about anything. Just feel free to be harder on me during this."

Overall, I feel more job security now. They're even putting me on new accounts. Do you have something to share about a PIP or what you're seeing in your workplace? Business Insider would like to hear from you. Email our workplace team from a nonwork device at [email protected]  with your story or to ask for one of our reporter's Signal numbers. Or check out   Business Insider's source guide  for tips on sharing information securely.

Watch: Jill Kramer, CMO of Accenture, says disability inclusion should be baked into creative briefs

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  1. Deployment Plan Template

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  1. Business Progress Technique || Professional Business Plan

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  1. How to Create a Deployment Plan: A Step-by-Step Guide (2024)

    Summarize your deployment goals 2. Document and mitigate risks 3. Create a deployment schedule 4. List deployment requirements 5. Establish a deployment communication plan Create a deployment plan to be prepared for what happens after product delivery FAQs. Image source: Getty Images.

  2. How to Create a Deployment Plan: A Step-by-Step Guide

    This section includes the steps to create a deployment plan that you'll consider in your initial project planning phase. Effective software deployment plans consider deployment processes and ...

  3. Strategy Deployment to Realize Your Vision in 7 Steps

    The firs element is the X-MATRIX which links to link the mission to objectives, strategies, tactics, targets, and ownership. The second element is the ROADMAP to plan tasks and deliverables for each initiative and month. The outcome of this planning process is a 12-month implementation schedule, the "MASTER PLAN" for Strategy Deployment.

  4. Deployment Plan: How to Execute

    One of the most critical steps of a Deployment plan is to "Look back and refine.". It is a process of reviewing the outcomes of the deployment process, identifying any flaws, and making necessary changes to improve the process's efficiency. With proper reflection and refinement, the team can mitigate future risks and enhance deployment ...

  5. PDF How to Lead Business Plan Deployment

    1. Business Plan Deployment MONITOR, REVIEW, FEEDBACK MASTER SCHEDULE PROJECTS/ ACTIONS METRICS GOALS VISION Monitor, review & feedback should • Demonstrate the PDCA (Plan-Do-Check-Act) thinking way • Accurately reflect the current situation verses plan (schedule, metrics, objectives) • Enable leadership support and coaching to team ...

  6. PDF How to Plan for a Successful Deployment

    a solution that meets your business requirements and KPIs. It should also include a deployment methodology with ongoing customer support, training, and continuous updates. With the proper planning, the transition to a new business system can be smooth, efficient, and successful. Here's a practical guide to help you through the process.

  7. Strategy Planning And Deployment

    The central Hoshin Planning and Deployment goals are: Align and focus the management team on implementing and achieving strategic results. Define value drivers with breakthrough and consensual impact on the business unit's EVA (Economic Value-Added). Deploy strategic priorities to action plans at the point of impact.

  8. Deployment Planning

    In Summary. At the technical level, project management considers scope, schedule, and budget; at the business level, project management should consider the value added to the organization. Granted, a good project plan will contain many of the issues mentioned in the presentation. The point is that deployment of the system is too important to be ...

  9. What Is Software Deployment? Process and Best Practices

    Stages in the software deployment process. Deployment in software comprises three stages: preparation, testing, and deployment. The software deployment process changes from company to company, but it's usually either based on an existing framework or a customized strategy that caters to business objectives and goals.

  10. Software Deployment: Meaning, Steps & Process (2023)

    Software deployment is the process of making certain software applications or updates available to a client's users, such as updating a server or device. Deployment meaning in software can also refer to application deployment. Several tasks are involved when deploying software, and often rely on a combination of manual and automated processes ...

  11. 8 Steps To Create an Effective Deployment Plan

    A well-executed deployment plan keeps the implementation process running smoothly with no added complications. Follow these steps to conduct a deployment plan: 1. Coordinate between development and operations teams. Communication between the development and operations teams is key to a smooth-running deployment plan.

  12. The Software Deployment Process: Steps, Importance, and ...

    1. Planning and Assessment. The first step in the software deployment process is to carefully plan and assess the organization's needs and objectives. This involves identifying the specific problems or challenges that the software is intended to address, as well as establishing a clear set of requirements for the solution.

  13. Software deployment: 5 essential steps to successful deployment

    It's important to involve the stakeholders of the development team in the software deployment process through consultations. This ensures that everyone is on the same page and can contribute effectively to the deployment project. Whether it's an upgrade or a first-time installation, there are several ways to plan your deployment process ...

  14. Water-Scrum-Fall is a Real, Prevalent Phenomenon

    First, the project manager creates a deployment plan. After that, the project team reviews it, before deployment. The project schedule allots time for each activity related to the project. And teams can get insight into the process by referring to the deployment planning framework during deployment.

  15. SDLC Guide: Best Strategies and Practices for Successful Software

    The software deployment process comprises key components like planning, testing, packaging, and monitoring, with strategies like blue-green and canary deployments being used to minimize risks and downtime. Best practices for successful deployment include automation, establishing clear communication channels, and monitoring performance, while ...

  16. Software Deployment Process Guide for 2024

    Ninja's software deployment system gives IT admins the ability to systematically install software on endpoint devices. It uses a native "install application" script to carry out this task. This script is an out-of-the-box feature and is available for different operating systems such as Windows and Mac.

  17. Effective Strategy Deployment

    The key to tackling this challenge lies in two fundamental, connected elements: strategic planning and strategic deployment. Strategic planning establishes the roadmap of what the company wants to achieve in the long term, defining the direction. On the other hand, strategic deployment is the tactical plan, representing how these goals will be ...

  18. Defining Deployment: What it is and What it Means for Your Business

    The deployment process typically consists of several stages, including planning, preparation, execution, testing, and monitoring. Here's a brief overview of these stages: - Planning: In this stage, the deployment team creates a detailed plan outlining the steps required to successfully deploy the application to its target environment.

  19. Strategic Deployment: How To Think Like Toyota

    Size Matters. Slightly more than a quarter (26.9%) of U.S. manufacturing plants say strategic or policy deployment occurs in their facilities, according to the 2007 IW /MPI Census of Manufacturers. However, that percentage shoots up dramatically (to 53%) when one looks only at plants that house 500 or more employees.

  20. Once More: What is Strategy Deployment, and Why Should You Care?

    Strategy deployment ensures that lean is aimed at the heart of the enterprise. Lean thinking begins by defining value —what's important to. the customer. If lean serves the core needs of the customer—safety, quality, delivery, and cost—and is introduced at the highest levels of the organization, it's forever. By contrast, if lean is ...

  21. PDF Lean Deployment Planning Guide (01-10-2019)

    business plan. A Lean Deployment Plan is defined as a formal plan that outlines: the project's conditions of satisfaction, the selected methods, the plan for each method, and finally the ... The orientation of the process toward planning methods, and the subsequent tracking and improvement steps, are intended to create an awareness of ...

  22. Hoshin Kanri: Policy Deployment Method

    Hoshin Kanri (also called Policy Deployment) is a method for ensuring that a company's strategic goals drive progress and action at every level within that company. ... Step One - Create a Strategic Plan. Hoshin Kanri starts with a strategic plan (e.g., an annual plan) that is developed by top management to further the long-range goals of the ...

  23. Top 25 Deployment Process Templates to Run Operations Error-Free

    Download Deployment Process Templates with Box and Computer Screen. Template 18. This is yet another example of a deployment process template. Download it and share all the benefits that occur from the application of a deployment process. The template can be customized according to your data. So click the download button given below!

  24. How to Plan a Self-Service Kiosk Deployment

    3. Setting Clear Goals and Objectives for The Project. Setting clear and measurable goals is fundamental to the success of any kiosk deployment project. Whether it's increasing sales, reducing wait times, or gathering customer feedback, defining specific objectives will provide a roadmap for the deployment process.

  25. 6 Steps To Capitalize On AI In Your Business

    Avoid any technology-first or solution-first thinking, where the focus is on technology rather than business results. Use this value to get approval to proceed to deployment. 2. Establish a ...

  26. Guidelines for Integrating Order Management with Transportation Management

    Use the predefined DOO_TransportationPlanning task type in the orchestration process. This task type allows Order Management to send a new request to the transportation management system, and to update or cancel a request that already exists. Reference DOO_TransportationPlanning at any point in the stepwise sequence of an orchestration process ...

  27. Onboarding New Employees

    A great onboarding experience can keep new hires engaged and committed, and increase their learning and preparedness for their new role. In trying to ensure new employees feel supported and ...

  28. Hampton Roads-based Kaufman & Canoles names new president and CEO

    Jason R. Davis took over as president and chief executive officer on Monday, the firm announced. The transition occurred after an 18-month strategic planning process to replace William R. Van ...

  29. My ADHD Diagnosis Helped Me Survive a PIP at Work

    A woman who works in digital marketing was put on a performance-improvement plan in a new job. As a result of an ADHD diagnosis and treatment, she was able to improve her performance, she said ...