PLANNING FOR SUCCESS: IMPLEMENTING INFINITYHR

Katie Cuthriell Implementation Services Manager

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• Plan & Prepare: Understanding the company’s needs, vision and goals is critical. Getting this step right is necessary so you don’t waste time or back track. Set realistic goals Organize the right team Prioritize & document your requirements Choose an implementation approach (waterfall vs. scrum) Build a project timeline Prepare the client to actively participate in the project

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Design: Focus on optimizing the clients business processes. Focus on the client’s priorities and be strong with your best

recommendations for them Craft the optimal solution and get signoff from all

stakeholders Change management is key

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Building: Making sure the client provides clean and current data in a

timely manner Track completion of ongoing deliverables Communication

Consistent and positive updates Don’t rely solely on email Document everything

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Testing & Training: You will get out what you put in! Dedicate appropriate time and resources to test the system Testing begins with the audit request – this is also the point

when payroll can begin testing the sync Ask another implementation specialist to review the benefit

structure Setup the New Hire & Open Enrollment events Add a test employee to the system Walk through an event as an employee

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Testing & Training: Continued Include the ongoing Account Manager on all trainings Make the training engaging and fun! Be friendly and

encouraging of the client using the new system. Follow best practices Become an expert: this is perhaps the most ignored. During

the implementation make sure the team spends time in the system and completes each test plan.

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Deployment: Make sure the client is in control of the system Be firm with deadlines but do not rush the client Understand how they would like to be checked up on

moving forward. Have the AM schedule ongoing meetings to ensure success.

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Questions?

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