Unified Methodology Overview. 2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors,...

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


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:


Unified Methodology Phases

Define Prepare Execute Launch


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


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


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


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


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


Methodology & Implementation Service Offering Relationship

Methodology has phases, accelerators and milestones

Service offerings have tasks and deliverables



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.


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


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


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.


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.


Checkpoints

Tasks

Phases

BizXpert Methodology Map

Set Scope & PricingSOW ProcessAuto-ProvisioningTransition from Sales to PS


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


BizXpert Implementation Process Overview

Final Configuration

Customer Success

Transition

Project Team Orientation

Best Practice Configuration

Kickoff & Presentation of


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


Project Initiation Activities


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.


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.


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)


BizXpress Process Overview

Final Configuration

Customer Success

Transition

BizXpress Kickoff


Presentation of Best Practice

Configuration

Configuration Refinement and System

Setup


Results Alignment


System Administrator

and Setup Training

End User Train the Trainer

Customer Sandbox

Go-live Checklist

Go-Live

LEGEND:PrepareExecuteLaunch

PROD Setup

Unified Methodology Overview. 2 SuccessFactors Proprietary and Confidential © 2012 SuccessFactors,...

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