
Thinking Before Doing: The Key to Smooth System Implementations in Higher Ed
3 min read
When it comes to system implementations in higher education, the saying “think before you do” is critical. Just as I discovered with my home's irrigation drip system, rushing into execution without careful planning can create chaos.
Last weekend, I decided to finally address this pesky garden feature. I quickly learned that a successful installation would require a thoughtful mix of planning and execution.
Initially, I focused on research. I spent hours diagramming everything on paper, analyzing my garden's layout, the existing setup, and importantly, how to optimize the irrigation to meet my plants' needs. This upfront work built a solid foundation for a successful installation.
In the same way, my experiences at Legato underscore how vital preparation is when assisting colleges and universities with their Enterprise Resource Planning (ERP) and Student Information Systems (SIS). Just like my drip system, the key to smooth implementation is preparation.
The Importance of Thorough Planning
Institutions that invest months or even years in upfront planning usually navigate implementations with ease. They map processes, understand their specific needs, and anticipate challenges before the vendor-supported implementation team even arrives.
This kind of foresight not only benefits the end users of the new system but also reassures stakeholders about the changes being made.
There’s great comfort in knowing your groundwork is solid before the major work starts. Institutions that overlook this important step often encounter unexpected setbacks that lead to delays and frustration.
Avoiding the Urge to Jump Right In
The temptation to dive straight into execution may seem efficient, but this approach commonly backfires. Quick actions taken without proper planning often waste resources and lead to a cycle of setbacks.
Jumping straight into execution feels productive—but it ultimately leads to delays and wasted effort.
In higher education, systems are complex and interconnected. Each decision can ripple across various departments and users. For instance, a decision that streamlines a workflow for one department may complicate processes for another. Taking the time to understand all perspectives and mapping out workflows can significantly improve outcomes.
Essential Steps for Successful Implementation
If your institution is contemplating a system change, consider these essential steps:
Map Out Your Needs: Clearly list what your institution requires from the new system. For example, does it need to support remote learning or integrate with existing financial systems?
Document Workflows: Make sure all processes are accurately captured and understood across departments. This includes how student data will flow between admissions, financial aid, and academic departments.
Plan Each Phase: Before the vendor's implementation team arrives, develop a clear plan for each phase of the transition. This should include timelines, responsibilities, and key performance indicators to measure progress.
Find an Advisor: Consult with colleagues at peer institutions or consider hiring experienced independent advisors who have navigated similar changes. Their insights can provide invaluable guidance and save time.
It's important to remember that successful systems do not simply result from a good execution plan; they thrive on collaboration and thorough preparation well-head of the heavy lifting.

The Path Forward
Thinking ahead is not just practical; it is a strategic approach that fosters long-term success in higher education. The combination of careful planning and effective execution often defines the journey from outdated systems to new, productive ones.
By taking the time to clarify your needs and meticulously document processes, you create a smoother transition that benefits both students and stakeholders. Let your institution be recognized for its outstanding implementation, setting a positive example for future changes.
We walk institutions through this process all the time. Get to know us and let us get to know you. Reach out and let's connect.