What we fix

You bought the tool. Adoption stalled. This is why.

When a rollout stalls, the cause is seldom the software: the process wasn't settled, the tool was set up like the demo, nobody owned it, and nothing kept it in use. We rescue it by settling the process first, setting the tool up the way your work runs, giving it an owner, and running your weekly review from it.

Our plan for it runs three months, after go-live. It starts with the PPS Backbone Review, and the first four weeks end with one job running in the tool, with an owner.

In one line: settle the process first, set the tool up the way your work runs, give it an owner, and run your weekly review from it.

Does this sound like your business?

  • People keep a parallel Excel sheet, and the real updates happen on WhatsApp.
  • Nobody trusts what the tool shows, so meetings run on printouts.
  • Each team uses it differently, or only a few people use it at all.
  • The vendor says it's a training problem.
  • Approvals still happen by email, outside the tool.

What's underneath?

What people resist is what a new tool takes away: their shortcuts, their discretion, the feeling of being good at their job. A rollout that changes everything at once feels like a loss; one that first removes a job people hate doing by hand feels like relief.

Rashmi Kulkarni's columns in The Perfect Voice: Minimum Viable Digitisation (opens in a new tab) and Loss Aversion Is Why Your Good Idea Fails (opens in a new tab).

Published research In a survey of 350 software buyers in India, 72% regretted at least one technology purchase from the previous 18 months; of those, 42% found the software too complex for the business and 37% named difficulty training and onboarding users. Capterra, 2025 Tech Trends Survey (India) (opens in a new tab)

How does the plan run?

  1. The first four weeks

    The PPS Backbone Review

    We look at how the tool is used against how the work actually runs: who uses it, what still happens outside it, and which job to move into it first.

    By week four: one job people hated doing by hand runs in the tool, with an owner in your team and a weekly check on it.

    How the first four weeks work
  2. Then

    What gets built

    • The process settled for each job before it moves into the tool.
    • The tool set up the way your work runs, starting where it saves the most chasing.
    • An owner in your team, and training by role.
    • The weekly review run from the tool, so the report comes out of it.
    • Parallel spreadsheets retired, one by one.

    We work in ClickUp, Monday.com, Asana, Smartsheet, Zoho, Microsoft 365, Google Workspace and Jira.

  3. Handover

    The handover test

    For a month, the weekly review runs from the tool and no parallel spreadsheet comes back.

What changes, and when?

By week four
One job running in the tool, with an owner and a weekly check.
By month two
The next jobs moved in, each with its process settled first, people trained by role, and the weekly review run from the tool.
By month three
The parallel spreadsheets gone, and the handover test passed.

What do we measure?

  • People using the tool each week
  • The share of the work tracked in it
  • Spreadsheets retired

Where a plan falls in its range depends on the size and complexity of the business; the exact days and fee are set in week four. From the second month, fees follow our days in your business, so they step down as your team takes over. The lengths and fees assume a sponsor who stays involved and the time the plan names on your side. With less, the plan takes longer and costs more; we will say so early and agree any change with you first. You can stop after the first four weeks, or at the end of any month with 30 days' notice, and you keep everything we built. Two problems at once is one programme with one first step, and the second plan adds about half its usual fee.

How we work, phase by phase

What stays the same?

Your Keep list holds what must not change: the culture, speed and flexibility that built the business. We write it with you in week two and check every step against it. If a change would cost something on the list, we redesign the change.

What usually goes on it here:

  • The shortcuts that make people good at their jobs, where they still work
  • The way your best customers like to be served
  • What already works in the tool

What do you get?

See them filled in for a made-up business

Where have we done this before?

85% adoption

up from under 40%, two years after the agency bought the tool

Marketing agency: Smartsheet adoption from under 40% to 85%

Relevant if you bought ClickUp, Monday.com, Smartsheet or similar, and most of the work still happens in chat and email.

Professional and business services · United States

All results

  • 100+ engagements
  • 62,000+ delivery hours
  • Top 1% Expert-Vetted on Upwork
  • 100% job success, independently verified

Across Upwork and direct contracts, including the people on our project teams.

  • MIT MicroMasters, Supply Chain
  • Six Sigma Black Belt
  • PRINCE2 Practitioner

“He delivers what he says and is generous in his sharing of knowledge.”

Upwork client, learning and development, South-East Asia

Questions owners ask about this

Should we switch to a different tool?

Usually not first. Most stalled rollouts come from a process that was never settled and a set-up copied from the demo. We fix those first; if the tool still can't do the job, we say so and help you replace it, with no commission from any vendor.

The vendor says it's a training problem. Is it?

Sometimes, and seldom on its own. Training on features doesn't help when the tool is set up for a different way of working. Training by role works once the set-up matches the work.

How soon will people use it?

The first job is in the tool by week four. Each next job moves once its process is settled, and by month two the weekly review runs from the tool, which is what keeps people updating it.

What if the tool hasn't gone live yet?

Then start with the plan for big projects, which runs to go-live. This plan picks up after go-live, when the tool is in place and people aren't using it.

By Rashmi Kulkarni, PRINCE2 Practitioner · Last updated

Tell us two things.

What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.

Book a discovery call

Free, no obligation, and under an NDA if you prefer.

Or write to consult@ppsconsulting.biz WhatsApp +91 93246 21840 (opens in a new tab)