Set (and hit) your Stackby goals

Turn adoption into measurable impact. Revisit launch goals, listen to users, iterate the workflow, and scale to new use cases—all from a single source of truth.

Revisit your launch goals

A few weeks after go‑live, run a health check with the launch team.

• Validate original targets: adoption, cycle time, on‑time delivery, visibility.

• Ask: Are steps reduced? Is work faster? Is quality up? Do leaders have clearer oversight?

• Decide what to keep, fix, or remove based on evidence (dashboards, usage, outcomes).

Take action:

• Schedule a 30‑minute review, compare current metrics to targets, and log follow‑ups with owners and due dates.

Collect feedback from your team

Capture input from everyone who touches the workflow—not just builders.

• Quick survey: ease of use, data quality, bottlenecks, missing fields/views.

• 1:1 shadowing: watch how teammates navigate views, update records, and hand off work.

• Always‑on channel: set up a feedback form and pin it in a help channel for ongoing ideas.

Take action:

• Create a simple feedback form tied to your base, and summarize themes monthly (wins, issues, requests).

Act on insights to optimize success over time

Convert feedback into incremental improvements.

• Prioritize low‑effort/high‑impact fixes (rename fields, standardize select options, add a “My work” view).

• Tighten guardrails (locked views, field/table edit permissions) to reduce accidental changes.

• Add light automation where manual nudges persist (on submit → assign owner; when Status = Blocked → notify).

Take action:

• Maintain a small backlog (Now/Next/Later), ship weekly tweaks, and post change notes so teams see progress.

Expand into new use cases

After one process runs smoothly, connect adjacent work for bigger gains.

• Identify next areas with overlapping data (e.g., Projects → Risks, Companies → Deals → Support tickets).

• Reuse patterns: linked records, lookups/rollups, role‑based views, and interface pages.

• Keep onboarding simple: add an intake form, a “This week” view, and interface-only access for new roles.

Take action:

• Propose a phased roadmap (pilot → iterate → scale), define success metrics per new use case, and repeat the review cycle.

Practical checklist:

• Goals reviewed and tracked in a dashboard (adoption, SLAs, overdue trend).

• Feedback loop live (form + channel); monthly synthesis shared.

• Backlog prioritized; weekly improvements shipped with notes.

• Next use case selected; minimal viable views/forms/interfaces ready for a pilot.