Transcript Sample Kickoff Presentation - SuccessFactors HCM Cloud Connect

<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

Name

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



Provider of Business Execution software
Its software provides security, performance, scalability, and one code
base for all customers
Provides cost effective solutions:

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

Define roles, responsibilities, and how we work together

Determine high level project plan
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Scope (Sample)

LMS Quickstart

Approximately 12 week implementation
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Configuration performed remotely

More questionnaire based than workshop based

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:

Manage project

Manage project plan documents
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Manage internal communication

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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Universal Yet Flexible Framework
SAP Launch is THE implementation
methodology that is applied universally
across all SAP software-as-a-service
(SaaS) implementations. It prescribes
what implementation activities must be
performed and the resulting deliverables.
The Delivery Toolkit provides solutionspecific workshops and tools which guide
project team members through how to
execute the methodology.
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SAP Launch
•
The SuccessFactors methodology, BizXpert, was rebranded in
August 2014 as “SAP Launch” and was applied across the Cloud.
•
The tasks and deliverables remain the same.
•
SAP Launch is the implementation methodology that is applied
universally across all SAP SaaS implementations.
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SAP Launch Video
Launch the SAP Launch Video for Customers
for a review of the SAP Launch methodology
Note for Project Managers:
•
- Delete this box prior to delivering template to Customer
•
- The SAP Launch Video for Customers can be used in lieu of you
reviewing slides 18-24 on the methodology. The length is 13 minutes.
•
- You must be on VPN to access the content
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SAP Launch Implementation Approach
Transformative for
Cloud
“Let us guide you”
Traditional
“Can I take your
order?”
• Lead with best practices
• Rapid, prescriptive, repeatable
delivery steps
• Consultative approach
• Highly customized solution
• Development, not configuration
• Time consuming and costly
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• Accelerated by tools, templates
and predefined content
• Agile approach
• Enabled for the cloud
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SAP Launch
Implementation Methodology for the Cloud
PREPARE
REALIZE
VERIFY
LAUNCH
Project Management
Solution Design

Integration Preparation
…
Project Team Enablement
Solution Configuration

Solution Walkthrough
Data Migration
Integration Setup
Solution Testing

Cutover Planning
…
Solution Adoption

Cutover Execution
… indicates other streams can be plugged into the methodology
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…
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Project Verification Q-Gate Deliverables
PREPARE
Project Management
Sales to delivery
handover
Business drivers,
goals, objectives &
success metrics
All deliverables for the
Project Verification Q-Gate
are completed in the Prepare phase.
Project schedule
Project resource identification
Project
kickoff
workshop
Infrastructure provisioning
Project document repository and other sites
Project execution
Solution Design
Best practice review
Configuration definition
Project scope confirmation
Integration Preparation
Integration prerequisites confirmation
… (Plug-ins like SAP Education, Extensibility, etc.)
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Solution Acceptance Q-Gate Deliverables
PREPARE
REALIZE
Project Management
Project execution
Project Team Enablement
Project team enablement
All deliverables for the
Solution Acceptance Q-Gate
are completed in the Prepare and Realize
phases.
Solution Configuration
System configuration
Configuration testing
Solution Walkthrough
Solution walkthrough
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Readiness Acceptance Q-Gate Deliverables
REALIZE
VERIFY
Project Management
Project execution
Data Migration
Data preparation
Data migration testing
Integration Setup
Integration setup in
production tenant
Integration setup in test tenant
Deliverables for the
Readiness Acceptance Q-Gate
are completed throughout the Realize and
Verify phases. Some data migration
activities begin as early as the Prepare
phase.
Solution Testing
Solution test
preparation
Solution test execution
Cutover Planning
Cutover preparation
… (Plug-ins like Data Migration, Extensibility, etc.)
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Go-Live Q-Gate Deliverables
LAUNCH
VERIFY
Project Management
Project
close out
Project execution
Delivery to
support handover
Solution Adoption
Deliverables for the
Go-Live Q-Gate
are primarily completed during the Verify
and Launch phases. Some solution
adoption activities are executed in the
Realize phase.
Adoption preparation
Adoption execution
Cutover Execution
Production system preparation
Go-live
… (Plug-ins like additional go-live support, etc.)
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Quality Gate Objectives
There are four Quality Gates, also called Q-Gates, executed during the
implementation in order to ensure project success.



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All stakeholders agree
to the scope to be
delivered during the
implementation of the
SAP solution. When
necessary, a change
order is executed.
All stakeholders agree
that the business
scenarios demonstrated
in the solution meet the
requirements to be
delivered by the project
and that all configuration
questions have been
addressed.
All stakeholders agree
that the systems, data
and people are ready to
execute the cutover
from the legacy
system(s) to the new
system(s) .
All stakeholders agree
that the cutover is
complete and the
organization is prepared
to use and support the
new solution.
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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
Your Customer Project site is the central location for documents and issue
management. Quality Gates will be approved by your team on this site.
 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

Finalize Project Plan

Schedule Weekly Project Check-in Calls
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Thank You!
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