Driving Adoption: How to Train Your Team on a New ISMS Platform (So They Actually Use It)
You built the perfect ISMS. Beautiful structure. Automated workflows. Granular permissions.
Then your team kept using email and spreadsheets. Here is how to get them to actually use the system.
The $50,000 Portal Nobody Uses
You did everything right.
You designed the perfect ISMS. Clean structure. Automated workflows. Granular permissions. Evidence folders for every control. Risk register that updates itself.
Then you waited.
And waited.
Three months later, you discover:
- HR still emails risk assessments as Excel attachments
- IT keeps access reviews in a shared drive
- The sales team has never logged in once
- Auditors are still asking for evidence that exists but isn’t in the system
Why Adoption Fails (And How to Fix It)
| Failure Mode | Why It Happens | The Fix |
|---|---|---|
| “I didn’t know” | Launch was a single email | Multi-channel communication campaign |
| “I forgot” | No reminders or nudges | Automated notifications in Teams/email |
| “It’s too hard” | Poor UX, too many clicks | Simplify + quick-reference guides |
| “I prefer my way” | Old habits die hard | Make old way harder than new way |
| “I don’t see value” | No connection to their job | Show what’s in it for them |
| “I’m afraid of mistakes” | No safe space to learn | Hands-on training + sandbox |
The common thread: adoption is not about the tool. It is about people their habits, their fears, and their motivations.
Phase 1: Before Launch – Building Momentum
Step 1: Identify Champions in Every Department
You can’t be everywhere. You need ambassadors who can.
| Department | Champion Role |
|---|---|
| HR | Owns policy acknowledgements, training records |
| IT | Owns access reviews, technical controls |
| Sales | Owns client security questionnaires |
| Finance | Owns vendor assessments, BCP |
| Engineering | Owns change management, vulnerability scans |
- Early access + extra training
- A direct escalation path
- Visible recognition (social proof drives adoption)
Step 2: Communicate “Why” Before “How”
| Audience | The “Why” for Them |
|---|---|
| Employees | One place to acknowledge policies—takes 30 seconds |
| Managers | Visibility into status. No more chasing |
| Control Owners | Automated reminders + one-click evidence uploads |
| Executives | Real-time dashboards. No more waiting for quarterly reports |
| Auditors | Self-service access. Less back-and-forth |
Phase 2: Launch – Making It an Event
| Element | Idea |
|---|---|
| Timing | Tuesday morning |
| Format | 30-minute all-hands |
| Content | Live demo + champions + Q&A |
| Giveaway | Swag for first 50 users |
Step 5: Make the First Login Easy
- One click (SSO)
- No new passwords
- Guided tour (3 minutes)
- A first task waiting for them
Phase 3: Post-Launch – Building Habits
Step 7: Automate Reminders (But Not Too Many)
| Trigger | Action |
|---|---|
| Task assigned | Teams notification + email link |
| 7 days before due | Reminder with direct link |
| 1 day before due | Urgent reminder |
| Overdue | Escalate to manager |
Step 8: Make the Old Way Harder
| Old Way | New Policy |
|---|---|
| Email risk assessments | Only accepted via the ISMS portal. Emailed assessments are returned with the portal link. |
| Shared drive evidence | Shared drive folders become read-only. New evidence goes to the ISMS. |
| Email approvals | Approvals must be completed in-system. Emailed approvals aren’t recorded. |
The Champion Program: Your Secret Weapon
| Responsibility | Time Commitment |
|---|---|
| Attend monthly champion meeting | 1 hour |
| Answer team questions | As needed |
| Escalate issues | As needed |
| Test new features | Quarterly |
The Adoption Metrics That Matter
| Metric | Target | How to Measure |
|---|---|---|
| Login rate | 90%+ within 30 days | SharePoint analytics |
| Policy acknowledgement | 95% within 7 days | Power BI dashboard |
| Task completion | 90% on time | Workflow analytics |
| User satisfaction | 4/5+ | Quarterly survey |
| Shadow IT | Zero evidence outside ISMS | Periodic audit |
The 15-Minute Adoption Assessment
Conclusion: From Implementation to Integration
Your ISMS is not a project with an end date. It is a way of working.
- Policies are acknowledged because the process is frictionless
- Risks are updated because reminders are helpful, not annoying
- Evidence is collected because it’s easier than alternatives
- Audits are smooth because the system is used all year
About the Author
Canadian Cyber builds ISMS platforms that people actually want to use. We don’t just design structure we design for adoption, engagement, and lasting behavior change.
Adoption Checklist
| Activity | Done? |
|---|---|
| Champions identified in each department | ☐ |
| “Why” communication tailored to each audience | ☐ |
| Multi-channel launch campaign planned | ☐ |
| Launch event scheduled | ☐ |
| First-task experience designed | ☐ |
| Training materials created (video, quick start, live sessions) | ☐ |
| Automated reminders configured | ☐ |
| Old ways blocked or made harder | ☐ |
| Recognition program established | ☐ |
| Feedback loop designed | ☐ |
| Adoption metrics dashboard built | ☐ |
| Champion program launched | ☐ |
If you checked fewer than 8, your adoption plan needs work.
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