Transcript Project Kickoff Deck

<Customer> Project Kickoff Meeting
<Project Manager Name>
<Date>
Confidential
Agenda
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Introductions
About SuccessFactors
Meeting Purpose
Project Scope
Business Goals/Drivers and Success Criteria
Team Structure
Project Methodology
SharePoint
Project Plan
Next Steps
© 2011
2013 SAP AG. All rights reserved.
AGENDA
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Introductions
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Name
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Role within company and on team/project

List two things you would like to get out of todays meeting
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About SuccessFactors
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Provider of Business Execution software
Its software provides security, performance, scalability, and one code
base for all customers
Provides cost effective solutions:
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Eliminates many fixed costs (hardware/software)
 No customizations
 No upgrade or conversion costs
 Pay as you go – purchase seats as needed
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Reduces demands on IT team
Delivers new releases 4-times per year
Enables a rapid implementation cycle
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Meeting Purpose

Kickoff the implementation of SuccessFactors

Confirm business drivers and success criteria
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Define roles, responsibilities, and how we work together

Determine high level project plan
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Scope (Sample)
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LMS Quickstart
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Approximately 12 week implementation
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Configuration performed remotely
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More questionnaire based than workshop based
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Certain attributes explained during PTO
 1 x Domain*
 1 x Public Catalog for courses
 4 x Admin Roles*
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Business Goals/Drivers
List 3-5 Goals/Drivers
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Success Criteria
Senior Mgmt
Ex – Line of sight
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Management
Employees
HR
Project Team
Ex – Easy to access
data/reports
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Team Structure
SuccessFactors’ project team – brings product expertise, proven best practices, and a combination
of HCM expertise and implementation experience.
<CUSTOMER’S> project team – understands their business drivers, project objectives, and manages
the business issues within their organization.
It is the combination of these skills and project
roles that produces great results!
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<CUSTOMER> Team Responsibilities

Team may be different by module <CUSTOMER> team responsibilities:
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Manage project
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Manage project plan documents
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Manage internal communication
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Integrate with other internal initiatives
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Provide description of business process
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<CUSTOMER> Estimated Time Commitment
Time
Required*
Resource
Accountabilities
Project Manager
Overall project coordination
Project Sponsor
Champion project
Validate decisions
Provide resources
5%
Technical Resource
Coordinate data import file creation/testing
20%
Functional/
Define/redesign process and workflow
Businesses Resources Test product/process
20-60%
20%
Client Representatives Input to/validation of process design
As needed
Training Coordinator
As needed
Define and coordinate user training
* Time required is an estimate of the percent of time devoted to project during
configuration cycle and will vary based on project deliverables/timelines
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SuccessFactors Team Responsibilities

<PSC> will be primary point of contact

Coordinate collecting information and bringing in other SuccessFactors
professionals as needed

Consulting and technical expertise

System configuration
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Integrated Team Responsibilities

Work together to define method of working (i.e. team meetings, plan updates,
etc.)

Determine regular meeting schedule and format

Discuss contact points with other initiatives and the larger <CUSTOMER>
launch
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Project Methodology Review
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BizXpert Overview
The SuccessFactors BizXpert Methodology is the foundation for all projects: it describes what tasks need to
be performed when and includes a detailed roadmap as well as a number of tools and accelerators
available to SuccessFactors, partners and customers.
SuccessFactors and partners design and build their services upon the SuccessFactors BizXpert
Methodology, which describes who performs the tasks.
SuccessFactors
Professional
Services
WHAT / WHEN
WHO
CUSTOMER
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Partner
Professional
Services
Customer Led
Activities
SuccessFactors METHODOLOGY
BizXpert
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Benefits of a Proven Methodology
With the BizXpert Methodology, you get the advantage of:
Predictability: Utilizing repeatable processes and SuccessFactors accelerators allows
for the project team to plan for each step in the process.
Flexibility: Providing flexibility and scalability to the scope of each customer’s
requirements.
Reduced Risk: Reducing implementation risk and leveraging best practices and
mitigation strategies.
On-Time Delivery: Appropriate tollgate and milestone reviews help everyone stay on
schedule to achieve project objectives.
Knowledge Transfer: Leveraging SuccessFactors’ experience and tactical approach
towards ensuring full knowledge transfer to the customer.
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BizXpert Methodology Map
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BizXpert - Prepare
Prepare
Realize
Verify
Launch
Goals and Objectives
• Project Team Mobilization
• Project Planning
• Familiarize Customer with Baseline
Functionality via PTO
• Kickoff Meeting
• Configuration Workshops
The Prepare phase lays the foundation for a
successful implementation, creating a joint
understanding of the project goals, product
knowledge, and configuration requirements.
Accelerators
• Module Readiness Checklists
• Project Plan
• PTO Training Curriculum
• Kickoff Meeting Deck
• Configuration Workbooks
Project Readiness Checkpoint
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BizXpert - Realize
Prepare
Realize
Verify
Goals and Objectives
• Configuration refinement
• Data migration iterations
• Integrations
Launch
The Realize phase encompasses taking the
plans and requirements determined in the
Prepare phase and applying them to the
system.
Accelerators
• Customer Data Migration Training
Configuration Sign Off Checkpoint
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BizXpert - Verify
Prepare
Realize
Verify
Goals and Objectives
• User Acceptance Testing
• Integration Testing
• Go-Live Training
Launch
The Verify phase is Customer driven and
includes assessing the system readiness
as well as the Customer user base
readiness.
Accelerators
• UAT Guide
• Integration Testing Guide
• Training Curriculum
Integration Testing Sign Off Checkpoint
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BizXpert - Launch
Prepare
Realize
Verify
Goals and Objectives
• Migrate to production environment
• Go-Live Readiness
• Transition to Customer Success
• Formal Production Sign Off
Launch
During the Launch phase the team prepares for golive. The production environment is prepared, the
Customer Success transition occurs, and the
Customer is supported through go-live.
Accelerators
• Go-Live Checklist
• CS Transition Document
• Project Closeout
Production Readiness Sign Off
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Checkpoints
The acceptance checkpoints are conducted at critical points in the project and are
designed to facilitate executive alignment, assess progress throughout the project,
identify issues and concerns early and resolve these before the timeline or budget are
negatively impacted.
Project Readiness
Ensure the customer is ready to engage in project activities
Configuration Sign Off
Ensure configuration matches the business requirements
Integration Testing Sign Off
Ensure configuration, data, and integrations support the process
Production Readiness Sign Off Ensure the customer is ready to go-live
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Customer Community Welcome Kit
 Register for the Customer Community http://community.successfactors.com/
 Visit the Project
Welcome Kit to learn
more about your role
in making this project
a success
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SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Customer Project Site
The <Customer> Project site is the central location for documents and issue
management.
Note – the sites will not be available until end of April 2013.
 Demonstration
 URL < >
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SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
High Level Project Plan
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Typical Project Timelines
Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Sales
Prepare
Realize
Verify
Launch
Go-Live
8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration
14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS
20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central
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High Level Project Plan – Key Milestones
Deliverable/Milestone
Owner
Project Team Orientation
<CUSTOMER>
Project Readiness Signoff
<CUSTOMER>
Configuration Workbook
<SuccessFactors>
Configuration Signoff
<CUSTOMER>
Integrated Testing Signoff
<CUSTOMER>
Production Signoff
<CUSTOMER>
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Date
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Meeting Wrap Up
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Next Steps/Action Items

Conduct Configuration Workshops
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Finalize Project Plan
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Schedule Weekly Project Check-in Calls
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Thank You!
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