March 29, 2018

Video Series: 8 Tips for Field Team Adoption - Part 1

Elaine Chang

Video Series: 8 Tips for Field Team Adoption - Part 1

A common concern for organizations planning to digitize their field services in the emerging markets is field team adoption – how to get field staff who have never used smartphones to embrace and own the new processes and technology.

We’ve delved into the topic of field team adoption in the past, sharing our best practices based on experiences with global deployments over the years, including our ABC’s of Mobile User Adoption, and tips for how to Ensure Mobile Tech Adoption.

We also recently hosted a webinar on field team adoption of technology with SOIL Haiti, an organization transforming waste into resources in Haiti with their Ekolakay compost toilet service. SOIL’s Erica Lloyd, Systems Director, and Shannon Smith, Sales and Marketing Advisor, shared how they prepared and trained sanitation field staff to use the TaroWorks app to track their daily activities with Ekolakay customers.

In the webinar, SOIL shared some great insights about how they were able to turn field agents who had never used smartphones before into agents who are now owning and suggesting new processes because they are now empowered with information while offline.


field team adoption

SOIL field technology training session

From the webinar, we developed a video series of short clips to highlight 8 Tips for Field Team Adoption that they mentioned. Part 1 covers SOIL’s insights on the importance of planning, including putting in upfront investment, mapping out the processes with mobile users, and developing trust by rolling out fully-tested systems.

Video Series – Part 1: Planning 

We hope you’re inspired by these tips as much as we were!

Field Team Adoption Video Series – Part 2 and Part 3

Video Series Part 2: Select tips around training, including how to start the conversation and how to motivate your field team. (View Video)

Video Series Part 3: Tips around how to prepare for a successful field staff training. (Video Video)


About the author...

Elaine Chang


Elaine’s background in marketing research and data analytics has shaped her goal of helping organizations use insights from better data to create positive change in communities. She has a BS in Marketing and Finance from New York University, and an MBA from the University of Michigan. Elaine is based in Washington, DC.


Sign up to receive emails with TaroWorks news, industry trends and best practices.

TaroWorks All Rights Reserved
TaroWorks, a Grameen Foundation company.
Site by V+V
Salesforce AppExchange