implementing infinity hr (katie cuthriell)
TRANSCRIPT
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PLANNING FOR SUCCESS: IMPLEMENTING INFINITYHR
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Katie Cuthriell Implementation Services Manager
IntroductionPlanningDesigningBuildingTesting & Training
DeploymentThank you
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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
IntroductionPlanningDesigningBuildingTesting & Training
DeploymentThank you
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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
IntroductionPlanningDesigningBuildingTesting & Training
DeploymentThank you
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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
IntroductionPlanningDesigningBuildingTesting & Training
DeploymentThank you
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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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DeploymentThank you
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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.
IntroductionPlanningDesigningBuildingTesting & Training
DeploymentThank you
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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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DeploymentThank you
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Thank you!
Questions?
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DeploymentThank you