Post on 14-Aug-2015
transcript
SuccessFactors PMO
Mastery Training
BizXpert Implementation Approach
SAP Confidential
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Session Objectives
Provide you with knowledge to explain the benefits of BizXpert to your customers
Understand the key project activities and the concept of project checkpoints for successful projects
Ability to navigate tools and resources
Know standard project roles and responsibilities
Knowledge of general timelines
Know where to go to get additional information and support and how to provide essential feedback
Benefits of BizXpert
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SuccessFactors Implementation Approach
Transformative for Cloud (“Let us guide you”, “Iterative”)
• Led with best practices
• Defined by BizX Maturity Model™
• Enabled for the Cloud / Agile approach
• Accelerators: tools, templates, and content
• Experience from > 10K implementations
• Rapid, repeatable delivery steps
Traditional (“Can I take your order?”)
• Consultative approach
• Waterfall project methodology
• Customized solution
• Development, not Configuration
• Time consuming and costly
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Implementations in the Cloud
• Best practice knowledge resulting from diverse, experienced resources
• Collaborative Planning and execution to define business drivers, priorities, deployment approach
• Iterative configuration cycles accelerate time to value while reducing costs
• Customer enablement developed through coaching and training throughout engagement
• Phased approach reduces risk and ensures success
• Flexible methodology to accommodate projects ranging from a small pilot to a global multi - phase, enterprise implementation.
• Upfront Training and Pre-Work before the Kick off Meeting to focus project efforts on effective design and configuration success.
• Focus on key processes first• Deepen functionality usage over time• Establish global data, process, and governance for long-term sustainability
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Implementation Toolkit and Resources
• Reusable Documentation• Configuration Workbooks
with Best Practices
• Training Guides and Job Aides
• Pre-Packaged Integrations
• Product Documentation• Project Management Tools
and Templates
Available on the Partner Portal for Partners and on MySP for SuccessFactors
Employees
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Implementation Toolkit and Resources
Customer Welcome Kit
PS MySP
Partner Portal
Phases & Key Activities
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BizXpert Implementation Methodology
Consulting and iterative implementation methodology with 4 distinct stages
Verify Launch
Internal Kick-offProject Planning & Resource bookingProject Team OrientationKickoff MeetingRequirements Gathering Workshops
Configuration / Requirements RefinementData MigrationCustom ReportsData imports/exports [integrations] / Extensions / Technical developments
Integration TestingUser Acceptance TestingGo-Live Training
Go-Live PlanningCut over planCustomer Success TransitionGo-Live SupportProject Closeout
Scope & Project Readiness
Integration Testing Acceptance
Production Readiness Acceptance
Checkpoints
Configuration Acceptance
Milestones where all stakeholders of the implementation project agree that deliverables meet the requirements and that the project can continue.
Prepare Realize
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• Introduction of Professional Services team
• Project Team Orientation
• Kickoff Meeting
• Validate business objectives and success criteria
• Define project roles and responsibilities
• Develop Project Plan
• Configuration Workshops
• Define Technical / Integration requirements
• Develop Strategies for:
─ Comm.─ Training─ Testing ─ Risk Mgmt.─ Support
• Configure Application (1-3 iterations)
Functional
• SuccessFactors validation of product configuration to design
Technical
• Build and finalize data integration and migration files
• Testing (end-to-end, system integration, and end-user)
• Begin execution of rollout strategy (communications strategy, training strategy, risk management strategy)
• Quality checkpoint
• Admin Knowledge transfer & Training
• Execute support plan
• Complete execution of rollout strategy
─ Communications strategy
─ Training strategy
─ Risk management strategy
• Introduction of Customer Success team
Key Activities by Project Phase
Prepare Realize Verify Launch
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BizXpert Phases
Sales Prepare Realize Verify Launch
Sales is not an official customer facing BizXpert phase. It is included because it is important for Consultants to understand how Sales impacts the success of a project.
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BizXpert - Sales
The Sales phase lays the foundation for a successful implementation, creating a joint
understanding of the project scope, project goals and how to achieve them.
Goals and Objectives• Understand customer needs and
expectations• Determine implementation scope and
pricing• Initiate provisioning• Sales to Professional Services transition
Accelerators• Implementation Scoping Questionnaire• Implementation Estimator• SOW template• Schedule A template• Sales to PS transition checklist Customer
Welcome kit• Module Readiness Checklists
Sales to PS Transition Checkpoint
Accelerators can be found on MySP or the Partner
Portal
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BizXpert - Prepare
The Prepare phase readies the project team for implementation through project planning, training the Customer on the core functionality, and making configuration decisions.
Goals and Objectives• Project Team Mobilization• Customer Learns Baseline Functionality
via Project Team Orientation (PTO)• Kickoff Meeting• Project Planning• Requirements Gathering Workshops• Technical Workshops
Accelerators• Internal kick-off checklist • Project Plan • PTO Training Curriculum• Kickoff Meeting Deck• Configuration Workbooks• Technical Workbooks
Scope & Project Readiness Checkpoint
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Prepare Accelerators
Kickoff Deck
Module Readiness Checklists
Microsoft Project Plan
Configuration Workbooks
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BizXpert - Realize
The Realize phase encompasses taking the plans and requirements determined in the Prepare phase and applying them to the system.
Goals and Objectives• Configuration refinement• Data migration• Data imports/exports [integrations]• Technical developments
Accelerators• Technical Workbooks• Configuration sign-off document
Configuration Sign Off Checkpoint
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BizXpert - Verify
The Verify phase is Customer driven and includes assessing the system readiness as well as the Customer user base readiness.
Goals and Objectives• Integration Testing• User Acceptance Testing• Go-Live Training
Accelerators• Sample Test scenarios• Training Curriculum
Integration Testing Sign Off Checkpoint
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BizXpert - Launch
During the Launch phase the team prepares for go-live. The production environment is prepared, the Customer Success transition occurs, and the Customer is supported through go-live.
Goals and Objectives• Go-Live Planning and Readiness• Migrate to production environment• Transition to Customer Success• Formal Production Sign Off
Accelerators• Go-Live Checklist• CS Transition Document• Project Closeout and Lessons
Learned
Production Readiness Sign Off
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Launch Accelerators
CS Transition Document
Go-Live Checklist
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BizXpert Methodology Map
Scope & Project Readiness
Project Team OrientationInternal Kick-offProject Planning & Resource bookingKickoff MeetingRequirements Gathering Workshops
Configuration RefinementData MigrationExtensions / Technical developmentsCustom ReportsData imports/exports [integrations]
Integration Testing Acceptance
Go-Live PlanningCut over planCustomer Success TransitionGo-Live SupportProject Closeout
Production Readiness Acceptance
Prepare Realize Verify Launch
Integration TestingUser Acceptance TestingGo-Live Training
Configuration Acceptance
Checkpoints are milestones where all stakeholders of the implementation project agree that specific deliverables meet the requirements and consequently that the project can continue.
Phase
Tasks
Checkpoints
Roles & Responsibilities
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Activity, Resource, Risk and Issue Management
Configuration Design
Configuration Validation
Training Design and Delivery
Architecture, Connectivity and Migration
Consultant
Project Manager
FunctionalExpertConsultants
TechnicalResource
BusinessResource
Trainer
Champion, Critical Decisions, EscalationsPractice Management Project Sponsor
Process Owners / SMEs
TechnicalResources
BusinessStakeholders
Trainers
Project Roles and Responsibilities
SuccessFactors Team
Consultants
<Customer> Team
Project Management
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• Manage all SuccessFactors work efforts
• Ensure appropriate SuccessFactors resources are allocated
• Provide guidance on implementation best practices
• Provide a communication channel to all areas of SuccessFactors
Practice Manager
• Manage day-to-day SuccessFactors activities
• Provide regular communications to the project team
• Manage and update project plan
• Maintain open items list
• Ensure appropriate SuccessFactors resources are allocated
• Provide guidance on implementation best practices
• Support development of training and communications
• Provide a communication channel to all areas of SuccessFactors
Project Manager
• Provide subject matter expertise on processes and software
• Guide the team on best practices
• Module Configuration and Testing
• Conduct training sessions
Consultant (s)
SuccessFactors Roles & Responsibilities
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Customer Project Roles
Champion the project within your organization
Validate key decisions of strategy and policy
Ensure that the required resources are in place to support project
Project Sponsor
Validate new process designs
Provide feedback on configured solution
Influence Executive & Employee engagement & adoption
Business Stakeholder(s)
Create, validate, maintain project plan
Manage all customer activities and resources
Manage internal risks Ensure customer
dependencies satisfied
Project Manager
Define training plan/strategy Prepare training tools and
materials Deliver (or manage the
delivery of) training to Executives & Employees
Trainer(s) / Change Mgt
Provide knowledge of existing processes
Provide future vision Lead future process design Design acceptance tests and
execute those tests
Process Owner(s) and Subject Matter Experts
Integration Design, Build SSO Authentication Data Migration Custom Reporting Testing
Technical Resources
5 – 10% 60 – 70% Varies
80 – 100% 20 – 40% 20 – 40%
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Customer Project Roles
Key Project ActivityProject / Program Change /
MgmtFunctional / Business /
HR IT
Project Management R R R
Configuration Design A R C
Technical Design A C R
Application Configuration I R C
Data Migration & Integration R, A
Test Strategy, Plan, and Scripts R, A R R
System Integration Testing R, A R
User Acceptance Testing R, A R R
Training Plan & Delivery R, A C
Change Management Plan R, A C C
Go-Live Planning & Rollout R A C
Post Imp. Support Plan A R R
Timelines
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Typical Project Timelines
1 2 3 4 5 6 7 8 9 10 11 12Week
SalesPrepare
Realize
Verify
Go-Live
8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central
13 14 15 16
Launch
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BizXpert Project Plan
• Comprehensive Microsoft Project Plan
• Spans all modules
Tools & Resources
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Professional Services Tools & Resources
SuccessFactors Employees
Partners Customers
MySP – The Professional Services site on this Intranet provides the BizXpert templates/accelerators, tools and process details. Also provides product specific knowledge and templates.
X
Partner Portal – The Implementation tab provides BizXpert templates/accelerators, tools and process details. Also provides product specific knowledge and templates.
X X
Customer Welcome Kit – Step by step guide for Customers on their role in the implementation process
X X X
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Professional Services Tools & Resources - MySP
• Available to SuccessFactors Consultants
• URL - https://mysp.successfactors.com/ps
• Provides BizXpert templates/accelerators and process guidance
Check out Product Central
as well for detailed product
knowledge sharing
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Professional Services Tools & Resources – Partner Portal• Targeted resources for Partners
• URL - https://partners.successfactors.com - Navigate to the Implementation tab
• Provides BizXpert templates/accelerators and process guidance
Partners can get information pushed
from SuccessFactors and provide
information about your projects
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Professional Services Tools & Resources – Customer Welcome Kit• Targeted resource for Customers
• URL - https://connect.successfactors.com/professionalservices/Welcomekit
• Provides detailed guidance and templates for Customers during the implementation process
Introduce the Welcome Kit to your Customer during your first
meeting
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Product Central
• Available on Partner Portal and MySP
• Includes all module specific knowledge and templates such as sample test cases and Configuration Workbooks.
• Key resource for all consultants
• Lists upcoming meetings
• Latest module news posted here
Wrap-Up
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Next Steps To Familiarize Yourself with BizXpert
• Visit MySP or the Partner Portal (depending on your role)• Click through the BizXpert pages to learn the
details related to each task of the process.• Open up each of the accelerators and review the
content• Pay specific attention to the Project Plan, Kickoff
Deck, Sample Configuration workbook (found under Product Central), Go-Live checklist, and CS Transition Document
• Review the CS transition process as documented under the Launch phase
• Visit the Customer Welcome Kit• Click through each page and familiarize yourself
with the Customer responsibilities and accelerators
• Review the Customer Guide to a Successful Project
• Visit Product Central• Product Central can be found on both MySP and
the Partner Portal. • This site is maintained by the Professional
Services – Product Expert Team as well as the Product Managers
• This is the central location to find all of your product information needs including Configuration Workbooks and other module specific knowledge and templates.
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Feedback or Questions?
Have feedback or questions? Provide it to the PMO at the BizXpert Methodology Discussion Board:
https://partners.successfactors.com/QandA/Lists/BizXpert%20Methodology/AllItems.aspx
We want to hear from you!
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