Introduction to biz xpert deck

SuccessFactors PMO

Mastery Training

BizXpert Implementation Approach

SAP Confidential

© 2013 SAP AG. All rights reserved. 2Confidential

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


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


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


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


Implementation Toolkit and Resources

Customer Welcome Kit

PS MySP

Partner Portal

Phases & Key Activities


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


• 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


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.


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


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


Prepare Accelerators

Kickoff Deck

Module Readiness Checklists

Microsoft Project Plan

Configuration Workbooks


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


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


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


Launch Accelerators

CS Transition Document

Go-Live Checklist


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


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


• 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


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%


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


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


BizXpert Project Plan

• Comprehensive Microsoft Project Plan

• Spans all modules

Tools & Resources


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


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

https://mysp.successfactors.com/ps

https://mysp.successfactors.com/ps


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

https://partners.successfactors.com/

https://partners.successfactors.com/


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

https://connect.successfactors.com/professionalservices/Welcomekit

https://connect.successfactors.com/professionalservices/Welcomekit


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


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.


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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