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10 Things to Do in Your First 30 Days After Go-Live

Use this 30-day checklist to strengthen adoption, monitor user engagement, identify opportunities, and maximize Pilot value

Introduction

The first 30 days after go-live are critical. This is when users establish new habits, teams begin relying on Pilot in their daily processes, and your firm starts realizing the value of its investment.

Use this checklist to maintain momentum, address issues quickly, and build a strong foundation for long-term success.

1. Confirm All Users Can Access Pilot

Before focusing on adoption metrics, ensure every user can successfully log in and access the appropriate areas of the platform.

Review:

  • User access and permissions

  • Single Sign-On (SSO) functionality, if applicable

  • Role assignments

  • Team and workflow access

Addressing access issues early prevents frustration and avoids delays in review activities.

Expert Tip
Track access-related support requests separately. A high volume may indicate training or configuration gaps that should be addressed.

2. Monitor Login and Adoption Trends

Early usage patterns can reveal whether users are embracing the new process or reverting to legacy methods.

Monitor:

  • User logins
  • Active users
  • Submission volumes
  • Review completion activity
  • Workflow participation by team

Look for teams or individuals with limited engagement and proactively reach out to understand potential barriers.

Expert Tip
Don't just focus on total logins. Focus on whether users are completing real work within Pilot.

3. Hold Weekly Office Hours

Provide a dedicated forum where users can ask questions, share feedback, and receive guidance.

Office hours can help:

  • Resolve issues quickly

  • Reinforce training

  • Increase user confidence

  • Identify recurring themes

Keep sessions informal and focused on practical examples.

Expert Tip
Capture frequently asked questions during office hours and add them to your Knowledge Hub as new FAQs.

4. Review Support Requests and Common Questions

Support tickets and user questions provide valuable insight into the go-live experience.

Identify trends such as:

  • Navigation challenges

  • Workflow confusion

  • Permission issues

  • Reporting questions

  • Process misunderstandings

Understanding what users struggle with most helps prioritize improvements and targeted communications.

Expert Tip
If the same question appears multiple times, consider creating a Quick Reference Guide or short video walkthrough.

5. Collect User Feedback

Not every improvement opportunity appears in a support ticket.

Actively gather feedback through:

  • Surveys

  • Team meetings

  • Champion check-ins

  • Office hours

  • One-on-one conversations

Ask users:

  • What's working well?

  • What's slowing you down?

  • What feels easier than before?

  • What could be improved?

Expert Tip
Focus on understanding user experience, not just technical issues. Process feedback often uncovers the greatest opportunities for improvement.

6. Identify Workflow Bottlenecks

Even well-tested workflows can reveal challenges once real business activity begins.

Look for:

  • Delayed approvals

  • Frequent reassignment of work

  • Repeated review cycles

  • Stalled submissions

  • Escalation trends

Understanding where work slows down allows your firm to make targeted adjustments before inefficiencies become habits.

Expert Tip
Review workflows with the highest volume first, as small improvements can deliver significant time savings.

7. Share Quick Tips and Best Practices

Go-live training isn't the end of user education.

Send short, practical tips throughout the first month covering:

  • Common tasks

  • Frequently used features

  • Time-saving shortcuts

  • Best practices

  • New FAQs

  • Small, digestible tips are easier for users to absorb than lengthy training sessions.

Expert Tip

Consider a weekly "Pilot Tip of the Week" communication to keep users engaged and learning.

8. Celebrate Adoption Wins

Recognizing success helps reinforce positive behaviors and encourages continued engagement.

Examples include:

  • High UAT participation

  • Strong login rates

  • Teams achieving adoption goals

  • Power users helping peers

  • Process improvements driven by user feedback

  • Recognition does not need to be formal. Even a simple acknowledgement in a team meeting can have a meaningful impact.

Expert Tip
Highlight user success stories that demonstrate how Pilot helped improve visibility, efficiency, or collaboration.

9. Review Success Metrics and Reporting

Measure progress against the objectives established during implementation.

Examples include:

  • Review cycle times

  • Submission volume

  • Approval turnaround times

  • User adoption rates

  • Workflow completion rates

These metrics help determine whether Pilot is delivering the expected business outcomes and provide a baseline for future optimization efforts.

Expert Tip
Share early successes with leadership sponsors to maintain visibility and reinforce the value of the investment.

10. Create an Optimization Backlog

Not every idea or enhancement should be implemented immediately.

Instead, maintain a prioritized list of:

  • User enhancement requests

  • Workflow improvements

  • Reporting needs

  • Training opportunities

  • Future configuration changes


An optimization backlog helps your firm balance continuous improvement with operational stability.

Expert Tip
Categorize requests by impact and effort. Start with changes that deliver meaningful value while requiring minimal disruption.

Expert Takeaway

The first 30 days after go-live are not the finish line. They are the beginning of adoption and value realization. Firms that stay engaged, listen to users, monitor performance, and make thoughtful improvements are far more likely to achieve long-term success with Pilot