Blog | Canidium

Maximizing the Success of Your Software Implementation

Written by Sarah Pultorak | Jul 1, 2025 7:11:19 PM

Legacy software systems are costly. In fact, the bulk of your IT resources are likely consumed by simply maintaining outdated infrastructure. More than three-quarters of IT decision-makers said their teams spend 5 to 25 hours a week updating and patching legacy systems.

Yet, on the other hand, digital transformation also requires significant investment, and companies that invest in the wrong solution or mismanage a SaaS implementation face notable financial losses.

Whether you continue to bleed money through your legacy system or cut corners with a hasty, poorly planned SaaS implementation, you lose. However, there's another way forward. The only fruitful way to ensure a positive ROI on a software project is to build and execute a strategic implementation plan.

This guide—built on Canidium's nearly two decades of implementation expertise—unpacks the insights, challenges, and critical steps required to ensure your software investments deliver measurable returns.

 

Cost and Return on Investment of a Successful Implementation

In today's market, digital maturity is a competitive differentiator. A study of global banks found that digital leaders achieved annual shareholder returns of 8.1%, compared to 4.9% for digital laggards. Furthermore, banks with greater digital adoption saw their return on pre-tax tangible equity rise from 15.5% to 19.3%, compared to more modest gains in lagging peers.

In other words, the potential returns on a successful (software as a service) SaaS implementation, legacy application modernization, or new AI tool integration are well worth the investment costs.

While the financial upside is clear, estimating ROI for a software implementation can be complex. Factors include your current tech stack, solution complexity, vendor costs, and organizational goals. Yet, you can get a general estimate of your ROI by subtracting your estimated costs from your returns.

Here's what you should factor into your calculation:

Key Cost Components

  • Software Licensing or Subscription Fees
  • Implementation Services: Configuration, optimization, and expert alignment
  • Data Preparation and Integration
  • Training and Change Management
  • Ongoing Maintenance and Support

Common ROI Outcomes

  • Lower Admin Costs: Fewer manual processes, fewer errors
  • Greater Productivity: Streamlined workflows free up high-value work
  • Improved Compliance: Automation enhances accuracy and reduces risk
  • Reliable Outputs: Accurate data and analytics tools support timely business decisions
  • Solution-Specific Benefits: You may incur specific financial rewards with solutions like pricing SaaS implementations or incentive compensation management software integrations.

 

Software Implementation Challenges

A staggering 83.9% of IT projects fail, often not due to bad technology—but poor implementation. In other words, even if you've chosen the right software solution, your SaaS implementation might fail simply due to project mismanagement. Ultimately, your software implementation team is just as important to the project's success as your software vendor.

While your challenges may be unique, here are common recurring issues in IT implementation projects you should prepare for ahead of time:

1. FRD Overload

Functional Requirements Documents (FRDs) are essential but often unread. Skipping details can lead to costly change requests and timeline delays. For example, imagine a company deploying SAP Commissions overlooks a key bonus structure in the FRD. It isn't caught until late-stage configuration, triggering delays and extra costs.

This is why it's vital to not only work with an experienced implementation partner but also to thoroughly engage in the SaaS implementation internally.

2. Data Readiness Woes

Scattered, inconsistent, or unstructured data is a silent project killer. Your implementation support team, regardless of whether you are relying on internal resources or working with an experienced partner, needs access to all stored information banks to successfully manage your data migration. Sales data spread across Excel sheets, CRM exports, and email logs can be managed as long as all sources are accessible upfront, but uncovering hidden data during the SaaS implementation can cause delays.

3. UAT Reality Check

User Acceptance Testing reveals whether your system really works for end users. If training is insufficient or workflows are misaligned, expect resistance and rollbacks. For instance, if global sales managers find reports confusing during UAT, this might force a full extra month of testing and training program initiatives before going live.

You can ensure an efficient UAT process and help increase user adoption down the line by offering training resources early on. Many vendors provide learning management systems or training materials. Alternatively, your SaaS implementation partner can offer customer support in the form of additional training and thorough documentation of your uniquely configured system components.

4. Change Fatigue

Long implementations can wear teams down. Conflicting priorities or employee turnover during implementation can stall momentum. However, you can avoid or mitigate this problem by leaning on the SaaS implementation expertise of third-party experts or following these project management strategies and best practices.

5. Stakeholder Misalignment

Unclear ownership or lack of executive buy-in leads to missed requirements and low user adoption. It can also quickly derail an ongoing SaaS implementation. Building buy-in at the executive level is vital for successful project outcomes. The executive project stakeholder provides high-level support and visibility within the organization, offering strategic direction, securing essential resources, and championing the project across executive teams. Their involvement is vital for overcoming bureaucratic hurdles and facilitating smooth decision-making processes.

 

Best Practices for a Successful Software Implementation

At Canidium, our proven approach to software implementation is grounded in transparency, training, and preparation. You can start your SaaS implementation project off on the right foot by following a few best practices for organizational readiness:

  • Show Early, Show Often: Avoid surprises by demoing early iterations and gathering feedback. This ensures the final product meets stakeholder expectations.
  • Training That Sticks: Ongoing, role-specific training boosts adoption and user confidence. Training shouldn't be an afterthought—it should evolve with the project.
  • Data Readiness as Priority #1: Clean, consistent data is non-negotiable. Engage in early audits and data structuring to ensure implementation flows smoothly.
  • Managed Services for Peace of Mind: Expert post-launch support can be the safety net that ensures stability, especially during early adoption.

 

The 9 Steps of a Strategic Software Implementation Plan

With an estimated $2.41 trillion lost to poor software quality in the U.S. alone, structure and foresight are vital. 

 

Here is a short summary of Canidium's tried-and-true 9-step guide to software implementation planning:

1. Meet with Experts or Vendors

Align early on business and technical needs. Define scope, discuss obstacles, and clarify expectations.

2. Define Business-Aligned Requirements

Avoid bloat by prioritizing critical features first. Plan phased rollouts to build value over time.

Key areas:

  • Data Migration and Integration
  • Calculations & Business Logic
  • Reporting Requirements

3. Plan Timeline & Resources

Account for potential project management roadblocks. Budget for licensing, support, and future scaling.

4. Sign the Statement of Work (SOW)

Clarifies:

  • Scope
  • Milestones
  • Team roles
  • Costs

Ensure all stakeholders sign off to avoid future disputes.

5. Kickoff & Leadership Buy-In

Leadership sets the tone. Use kickoff meetings to rally support and communicate expectations.

6. Discovery & FRD Creation

Conduct stakeholder workshops to define:

  • Features
  • Data workflows
  • Permissions
  • Compliance needs

Cross-check the FRD against the SOW.

7. Manage Change Requests

Not all changes are equal. Evaluate CRs for impact and value and implement only those essential to business outcomes.

8. Design, Configure, Test

Follow an iterative build-test cycle:

  • Design system logic and UI
  • Configure integrations and rules
  • Test through unit, system, and UAT phases

9. Deploy & Go-Live

Prepare for success:

  • Migrate data accurately
  • Confirm security settings
  • Deliver hands-on training
  • Monitor post-launch usage

 

Building the Right Implementation Team

A successful software implementation requires alignment between internal stakeholders and external experts. You will need to establish an internal SaaS implementation team to collaborate with your software implementation partner. While the composition of your team may uniquely reflect your digital transformation requirements, here's what the average team looks like:

Key Roles:

  • Executive Sponsor: Ensures leadership support and removes roadblocks.
  • Project Manager: Coordinates tasks, manages scope, and tracks progress with project management tools.
  • IT/Data Analyst: Ensures system integrations and clean data.
  • Process Owners: Represent business needs and validate configurations.
  • Training Lead: Manages user enablement pre- and post-launch.
  • Partner Consultants: Bring industry best practices, configuration expertise, and change management.

 

Why Partner with an Implementation Expert For a Software Integration?

Experienced service providers like Canidium help reduce risk and shorten time to value. Benefits include:

  • Accelerated decision-making through proven frameworks
  • Pre-built templates and industry-specific tools
  • Expertise with edge cases and regulatory compliance
  • Post-launch managed services and support
  • Solution-specific configuration expertise and more streamlined, tailored outcomes

 

What Happens After Go-Live

Software isn't static—and neither is your business. A successful go-live is only the beginning.

What to Expect:

  • Stabilization Period: Address bugs, user feedback, and performance tuning.
  • Training Refreshers: Reinforce learning with additional materials.
  • Feature Optimization: Evaluate what's working and plan future phases.
  • Change Management Continuation: Keep communication flowing to support adoption.

Ongoing Services:

 

Starting Your Software Implementation Project

Understanding your costs is just the beginning. A strategic, well-supported implementation plan is the key to unlocking long-term value. When done right, the benefits are substantial:

  • Decreased overhead
  • Accelerated productivity
  • Greater transparency and compliance
  • Faster, more accurate results

The most effective SaaS implementations are built on clarity, collaboration, and preparation. At Canidium, we specialize in guiding organizations through this transformation with confidence.