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Enterprise Rollout & Adoption Playbook1 / 3

1 min lesson

Triage from the data first

Use two rows in "Triage from the data first" to state the practical decision rules.

Step 1 of 3

Triage from the data firstclassify before you act

What the data shows
Seats provisioned, few ever activated
The problem type
Activation problem
What it usually means
Onboarding friction, SSOSingle Sign-On. One company login (usually via SAML or OIDC) instead of a separate password per tool. Press Enter for the full definition./login snag or no enablement reached them
What the data shows
Activated but shallow - only Tab, never agent
The problem type
Depth problem
What it usually means
They got in but never learned the workflows that create real value
What the data shows
Used at first, then dropped off
The problem type
Value-perception problem
What it usually means
The novelty faded and they didn't find a habit worth keeping

The same flat curve has three different cures. Name the type before you spend effort.

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Full explanation

Run down the usual suspects

Run down the usual suspectsthe common root causes

Weak or absent champion

No respected peer carrying it inside the team.

Fix: recruit a real one or convert a skeptic with a win.

Unresolved security blocker

An SSOSingle Sign-On. One company login (usually via SAML or OIDC) instead of a separate password per tool. Press Enter for the full definition., privacy-mode or data-retention question quietly froze usage.

Fix: get it on the table and escalate to the right partner fast.

Poor context / rules setup

Weak project rules mean mediocre output and lost trust.

Fix: build a strong rules baseline on their codebase with them.

Stack mismatch

An exotic language or toolchain Cursor handles less well.

Fix: reset expectations, find the workflows that do shine, escalate the gap.

Re-segment the accounta healthy team and a dead team need different things

An account is rarely uniformly stalled. Usually some teams are thriving and others are dark and the org-level average hides both. A single blanket push wastes effort on the healthy teams and under-serves the dead ones.

  • Break the account into team-level health, not one org number, so you can see who's actually stalled.
  • Mine the healthy teams for the success story and the champion you'll redeploy.
  • Give the dead teams a targeted intervention aimed at their specific problem type, not the generic deck.