Once you have validated your data in Lexio, reviewed the content and know the users and the specific views of the data each needs, you are ready to roll it out.

Here are some best practices for rolling out Lexio to your organization:

  1. Give your Lexio users a heads up that this is a new tool, why you purchased it, what the goals and objectives are for using it and your expectations of how they should think about incorporating it into their routines. Here is a template email you can use to announce Lexio internally. Extra Credit: Add screenshots of your Lexio account/story content to get people excited about this new way of consuming data!

  1. Organize a LIVE training session for your team; record it for those who cannot attend and also for new users you add at a later time. Want help? Ask your Lexio Customer Success Manager to help you lead this session and answer questions from your users.

  1. Encourage users to download the Lexio Mobile App. 

  1. Consider creating a document with guidelines and use scenarios people can refer to as they become familiar with Lexio.

  1. Comment and tag some of your colleagues in stories they may find relevant.

  1. Select a few members of your team to help promote the tool with you. We call these individuals “Data Changemakers” and recommend that they are a mix of Executives and Individual Contributors. Select individuals that adopt new tools easily, are good influencers in your company and would enjoy being a part of an exciting new project! 

  1. Introduce your "Data Changemakers" to your Lexio CSM. They will want to obtain their feedback regularly and work together to optimize the Lexio experience for your organization.

  1. Review usage statistics in Lexio to make sure your users have logged in and are getting value from Lexio. Ask you Customer Success Manager how to set this story up if it is not already in your Lexio Library.

  1. Use Lexio together with your team. Point people back to Lexio when they come to you with questions, use commenting to call out interesting insights others might be missing and document good use scenarios you can share with others.