2. Agenda
Navigo: What we do & Solutions we offer!
Overview of OrgPlus Enterprise
How an Enterprise Level Software gets
implemented
QnA Session
3. What we do & Solutions we offer!!
On-premise Software
OrgPlus Enterprise
Cloud Based SaaS Solutions
Visier
HRForms
HRonboard
HR Payroll Operations & Systems Consulting
Market Research & Advisory
5. Overview of OrgPlus Enterprise
Software that automatically builds org charts from HR data.
HR data is extracted from HRIS or Payroll system.
Org charts are available via web browser (server deployed).
Has role based security to distribute confidential information.
Every employee can access and model with live chart through
web browser.
Used by corporates to do what-if analysis, succession planning
and organizational restructures.
6. Project Management Basics
Quick Poll: How many of you have taken project management
subjects before?
What is a project?
A project is a temporary endeavor with a defined beginning and end
that is undertaken to meet definite goals and objectives.
What is project management?
Application and integration of knowledge, skills, tools and
techniques
Used to initiate, plan, execute, monitor, control and close a defined
project
What are some of the common methodologies?
PRINCE2, Prism, PMBOK, Agile, Lean, etc.
7. OrgPlus Implementation Methodology
Important things to Note:
This is ICT Project Management.
It varies as software and underlying technologies change!
Implementing a SAAS solution is way different to an on-
premise install!
Our experience has led us to believe that you cant take
any specific methodology off the shelf and start using it.
It’s important to learn from every implementation. So our
mantra is adjust and stay agile!!
So what’s coming next is specifically designed for
OrgPlus Enterprise implementations.
8. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
9. Sales Process
Things generally start with Marketing gimmicks. They generate
leads (interests) for the sales team!
B2B Sales Equation
Lead Opportunity Customer
Once an initial interest is identified, a massive exposure is provided
to the prospect with tons of documentation, conversations and
product demos.
If everything goes as expected: prospect customer
It’s important note that this sales process varies with
organizations.
Next Phase: Customer has agreed to purchase OrgPlus Enterprise
and sales team handover the implementation to the Professional
Services team.
10. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
11. Sales Handover
A formal request is logged into the CRM (Customer Relationship Management)
which notifies the Professional Services team of the implementation details.
Why is this handover important?
Improper communication can lead to information and expectation loss.
It’s important that a project manager is aware of things promised during the sales
process.
What information is essential?
Scope of work
Primary and Secondary contacts
Tentative timelines
Risk Rating: Some customers are difficult!!
Nature of work: Onsite or Remote
$ Involved!
Other intelligence that cannot be documented!!
12. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
13. Introduction to Professional Services
Project Management Office (PMO) reviews the project and assigns a Project Manager(PM).
PM then does the initial research (project & customer details), call the customer to introduce
himself and setup the relevant documentation in wiki.
Why is this stage necessary?
Relationship Management: Opens communication lines! Makes customer comfortable! Builds
trust with the customer so that they can be open and honest with you.
Ensures that you’re talking to the right people
Documentation prepares the customer for the upcoming engagement
Documentation Sent:
OPE Implementation Pack and Pre-Install Guide
HR System to OrgPlus Adaptor Pre-Install Guide
Training Guide
OrgPlus Chart Portfolio and Chart Design Guide
14. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
15. Discovery Session (Requirements Gathering )
During this session the project manager runs through a series of
questions that will help Navigo get a better understanding of customers
requirements.
A copy of these questions is provided with the documentation sent in the
earlier stage.
Questions are aimed at gathering information related to the project,
environment setup (IT), HR requirements, location details and training
requirements.
Either done onsite or remotely via conference call.
Link: https://wiki.navigo.com.au/x/eoPyAQ
Information gathered during this session is used to create the project
plan.
16. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
17. Planning
Why is project planning important?
Locks down the scope of implementation
Provides a clear understanding on deliverables
Provides framework for management of time, resources and costs
Confirms the planned approach
Details out the schedule and deliverables
Setup and Manage Risk & Issues log
Ensures risks are documented and mitigated
Managing risks helps in decreasing issues
Risk are communicated and owned by people
Deliverable: Project Plan
Link: https://wiki.navigo.com.au/x/jwKyAQ
18. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
19. Delivery
Environment Review and Preparation
OrgPlus Enterprise Installation
HR System to OrgPlus Integration
Basic OrgPlus Configuration
Module Set up and Configuration
HR System to OrgPlus Integration Testing
OrgPlus Training and Change Management
20. Delivery
OrgPlus Testing
Application testing
Adaptor test plan
User Acceptance Testing (UAT)
Why we get the customer to sign off on it!!
Risk sits with them!!
Lot of business expect us to do the testing but we're that last one to
know about the business process!!
Not a mission critical system!! But its important to adhere to all this
processes!
Rework
Go-Live
21. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
22. Closure & Support Handover
Closure
Once the implementation and training activities are
completed, PM calls the customer to ensure everything
went OK.
Address any issues or concerns that customer may have.
Send the closure report
Support Handover
PM send the Support Handover Guide
Weekly calls are scheduled in the Support Desk
consultants calendar for the next 4 weeks to make sure
there are no major issues
23. OrgPlus Implementation Methodology Overview
Sales Process
Sales Handover
Introduction to
Professional
Services
Discovery
Session
Planning
Delivery
Closure and
Support
Handover
Post-
Implementation
24. Post-Implementation
The Navigo Project Manager contacts the customer
approximately 1 month after the implementation to:
See how the OrgPlus Enterprise rollout is going
Discuss / work through any issues the customer may have
Discuss Navigo's other services - Consulting, Managed
Services etc.
Mention the next contact will be from their nominated
OrgPlus Customer Account Manager
Ask if Navigo's Marketing Department can contact them
for testimonial or case study
Close down the project in CRM
OrgPlus Enterprise: In simple language, it’s a software that build org charts - Visier - Analytics application designed to provide managers and HR professionals with immediate insight into their people.- HRForms – It is a secure cloud based software, that helps you convert your paper based forms into online smart formswith automated approval processes. Examples of some of these forms could be the parental leave request form or change in employee details form….HROnboard - It provides a secure, online onboarding experience for new employees and contractors to complete and accept their employment offer. Market Research & Advisory – Annual HRTech report, Technology review and audits, system selection and evaluation…….
- Documentation is setup on wiki (explain what it is?)- Why documentation is important?
Review the proposed environment, ensuring it meets the minimum system requirements as outlined in the OrgPlus Enterprise Pre-Installation Guide. Once reviewed prepare the environment for installation.Install OrgPlus Enterprise in your nominated non-production and production environmentsInstall the HRIS to OrgPlus adapter in your nominated non-production HRIS environmentConfigure OrgPlus to connect to the adapter and build a basic chart using all of the fields from the adapter.Set up external authentication for OrgPlusSet up required modules within OrgPlus and configure accordinglyExecute Navigo's Adapter test plan to ensure the hierarchy is coming through to OrgPlus as expectedChange ManagementHead of Business (Talk about the benefits of the product)He then talks to the his managers!Support the product and get people onboard!! What's in it for them and how easy for them!!People don't use unless it comes from the top!!Get excited for them to attend the training sessions!
Why testing is important? - Queensland health failed payroll system! – will cost them about $b 1.2. Why did this go wrong? Lack of testing!! They did not do a parallel pay run!! - Another example could be of NZ ministry of education!! Government has just launched a parliamentary enquiry into their payroll implementation!! - Again everythinggoes back to Requirements and Testing!! Mistakes made through this process have led to these debacles.Execute Navigo’sOrgPlus Enterprise test plan to ensure the application and modules have been setup and configured correctlyUndertake User Acceptance Testing (UAT) and provide feedback to Navigo.Undertake necessary rework (via remote access) based on the customer’s UAT results.OrgPlus Enterprise goes live in your organisation!
Provide Customer with a Project Closure Report and any supporting installation documentationSupport handover guide explains what services are included and how to contact support amongst other things.Learning new software can often be a challenging process - to facilitate a smooth transition into production I've arranged for one of our Support Desk Consultants to contact you weekly for the next 4 weeks.Handover installation to Navigo Support team.Provide on-going support as required
