unified methodology overview. 2 successfactors proprietary and confidential © 2012 successfactors,...
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Unified Methodology
Overview
2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Unified Methodology Overview• The SuccessFactors Unified 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 Unified Methodology, which describes who performs the tasks.
• The customer can choose between a standard configuration, “BizXpress” and a customer specific configuration, “BizXpert”.
BizXpress
BizXpert
SuccessFactors Unified METHODOLOGY
WH
OW
HA
T /
WH
EN
CUSTOMER
SuccessFactors Professional Services
Partner Professional Services
Customer Led Activities
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Benefits of a Proven Methodology
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.
3
With the Unified Methodology, you get the advantage of:
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Unified Methodology Phases
Define Prepare Execute Launch
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Methodology Overview - Define
The Define phase lays the foundation for a successful implementation, creating a joint understanding of theproject scope, project goals and how to achieve them.
Goals and Objectives• Understand customer needs and
expectations• Select Service Offering• Determine implementation pricing• Initiate auto-provisioning• Provide Customer access to extranet • Resource allocation• Sales to Professional Services transition
Accelerators• Implementation Scoping
Questionnaire• Implementation
Estimator• SOW template• Schedule A template
Checkpoints
Scope & Project Readiness
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Methodology Overview - PrepareThe Prepare phase readies the customer for implementation. Assessment and planning activities determine the starting point and project details.
Goals and Objectives• Project Team Mobilization• Project Planning• BizX Maturity Assessment and Alignment• Familiarize Customer with Baseline
Functionality
Accelerators• Module Readiness Checklists• BizX Maturity Assessment• Best Practice Configuration
Specifications and Instructions• Best practice demo video
Checkpoints
Verify Project Readiness BizX Maturity Alignment
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Methodology Overview - ExecuteThe Execute phase encompasses making and applying configuration decisions, migration of data and integration testing.
Goals and Objectives• Technical setup (SSO, FTP, Connectors)• Configuration refinement • Integration testing• Training
Accelerators• Pre-populated Configuration Workbook• Sample Test Cases• Data Mapping Templates• Training curriculum
Checkpoints
Configuration Sign Off
Integration Testing Sign Off
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Methodology Overview - LaunchDuring 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• Migrate to production environment• Go-Live Readiness• Transition to Customer Success• Formal Production Sign Off
Accelerators• Go-Live Checklist• CS Transition Document• Project Closeout
CheckpointsProduction Readiness Sign Off
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Check Points
Scope & Project Readiness Check Point
Configuration Check Point
Ensure the project scope matches the business scope and that the Customer is ready to engage in project activities
Align the Customer base configuration based on maturity
Ensure configuration, data, and integrations support the process
Ensure the Customer is ready to go-live
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.
Integration Testing Check Point
Production Readiness Check Point
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Methodology & Implementation Service Offering Relationship
Methodology has phases, accelerators and milestones
Service offerings have tasks and deliverables
Define Prepare Execute Launch
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Implementation Service Offering Value Propositions
BizXpress
You want BizXpress if time to value is a top priority for your organization. You want to minimize implementation time and cost through fully leveraging SuccessFactors best practices. You are able to drive the implementation using tools and accelerated provided by SFSF.
BizXpert
You want BizXpert if a system that matches your specific business requirements is a top priority for your organization. You prefer a consultative approach that will guide your project team through the implementation using SF tools and accelerators.
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BizXpress & BizXpert - Side by Side ComparisonBizXpress BizXpert
Approach Pre-Configured Best Practice Driven Solution that can be refined but not configured
Pre-Configured baseline with the ability to configure with the consultative relationship with SF Professional Services
Scope Full suite with three levels of maturity for each product
Full suite with sliding scale maturity
Resource Requirements Configuration and implementation managed by customer team. Limited front –end enablement and advisory role by SF.
Typical project team structure with project led by Consultant or Project Manager.
Timeline 6-8 weeks to Go-Live 2-8 months to Go-Live
Value Drivers for Customer Reduced implementation costsSpeed to implementation, ROI, and market impact
Ability to configure beyond best practicesIncreased consultingIncreased flexibility
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BizXpress BizXpert Unified Methodology
Implementation Service Offering Scope Comparison
BizX Maturity Model Assessment Best Practice Configuration Kickoff Data Migration Project Team
Orientation Configuration
Workshops Configuration
Iterations Final Custom
Configuration
Configuration Refinement
Final Standard Configuration
Integration Testing Train the Trainer Go-Live Planning Production Readiness Customer Success Transition
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What Impact with BizXpert Make?
We will all be using the same process and terminology. There will be less confusion for SF, Partners, and Customers. Moving towards automating what we can means that our Consultants will have more time to focus on the Customer’s business and not redundant tasks.
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What are the major changes with BizXpert?
Define (Sales):• Estimation is done pre-SOW• SSM handles scoping and pricing• Soft handover between SSM and Director• SSM kicks off auto-provisioning prior to
Consultant engagement• Formal transition between SSM and project team• Module specific readiness documents
Prepare (Project Management):• Project Readiness Checkpoint• System overview training (PTO) which can be
taken anytime, any number of times• Excel based tool that includes project plan, status
report and issue log (Excel macro), eventually will move to SharePoint
Execute (Workshops & Configuration):• Sequencing discussion for multi-module projects• Pre-populated workbooks and configuration
available via BizXpress• Integration testing for multi-module integration• Success Academy recorded training on connectors • Standard Train the Trainer training for all modules
Launch (Go-Live)• One CS Transition document used across all
modules• Post go-live support included in most SOW’s• Project closeout process and documentation
(bug list, lessons learned, internal issues log, escalations)
Continuous support structure in place from BizXpert process, accelerators and tools.
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Checkpoints
Tasks
Phases
BizXpert Methodology Map
Set Scope & PricingSOW ProcessAuto-ProvisioningTransition from Sales to PS
Define Prepare Execute Launch
Scope & Project Readiness
Project ResourcingCustomer IntroductionProject PlanningProject Team OrientationBizX Maturity Assessment
Kickoff MeetingConfiguration WorkshopsConfiguration IterationsData MigrationIntegration Testing
Configuration & Integration Testing Acceptance
Go-Live PlanningTrain the TrainerGo-Live SupportCS TransitionProject Closeout
Production Readiness Acceptance
BizX Maturity Alignment
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BizXpert Implementation Process Overview
Final Configuration
Customer Success
Transition
Project Team Orientation
Best Practice Configuration
Kickoff & Presentation of
Best Practice Configuration
Configuration Refinement and System
Setup
BizX Maturity Assessment
Results Alignment
Train the Trainer
Customer Integration
Testing
Production Readiness Activities
Go-Live
Go-Live Planning
Data Migration Kickoff
Configuration Workshop
BizX Maturity Assessment
Project Initiation Activities
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SharePoint Improvements
• Currently no consistent solution for storing and sharing Customer documentation within SF and with Customers.
• Via an interface with ByD we will automatically create Project sites that include document libraries as well as issues lists that Customers and Partners can access.
• No consistent way to gather and rollup project status information.
• Via an interface with ByD we will create a list of project status criteria that Consultants can fill out on a consistent basis to be rolled up in dashboard reports.
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Ongoing Challenges - Escalated• Golden snapshot: A typical BizX project the Consultant spends an additional 20 – 80 hours per product reconfiguring
(based on the module that they are implementing) the Production environment.
• Full integration of product suite: The BizX modules are not completely integrated due to the acquisition of LMS and WFA/P. A typical BizX implementation that includes LMS and another BizX product requires an additional 40 - 160 hours per project to complete the integration.
• Auto-provisioning with ftp access: Currently consultants have to get the customers IP address to open up the firewall for SFTP and this only happens after the project has started. Any delay in getting the ftp access set up costs the project time. This impacts consultants time by ~ 4 – 8 hours per project.
• Simplifying instance access: When a BizX project begins (excluding LMS) the consultant has to request access to the instance via SF Support Portal. Also, authorization from the customer is required before consultants are provided access. Business Impact - Any delay in getting the provisioning access costs the project time. Any place we can automate PS activities, we should. We can save as much as 40 hours ‘Project Time’ (not consultants time).
• Self service data migration materials: Though we have tools and connectors for data migration, they are still focused on being consultant led activities. Business Impact – A typical BizX project requires 16 – 48 number of hours from a Consultant to guide the customer through the data migration process.
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Next Steps
• Presentation to core PS Leadership team – 11/4
• Pilot BizXpert in November (Safran)
• Rollout to Directors & Practice Managers – based on pilot outcome
• (Practice Directors nominate projects from their regions)
• Full rollout (~ Jan)
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BizXpress Process Overview
Final Configuration
Customer Success
Transition
BizXpress Kickoff
Best Practice Configuration
Presentation of Best Practice
Configuration
Configuration Refinement and System
Setup
BizX Maturity Assessment
Results Alignment
BizX Maturity Assessment
System Administrator
and Setup Training
End User Train the Trainer
Customer Sandbox
Go-live Checklist
Go-Live
LEGEND:PrepareExecuteLaunch
PROD Setup