1 System Access01 Introduction To MasteryG_IntroMod1f_

,IntroductiontoMasteryTraining,ImplementationStrategies,2012.SuccessFactors,Inc.,AnSAPCompany.Allrightsreserved.Nopartofthisdocumentmaybereproductionucedortransmittedinanyformorbyanymeans,electronicormechanical,withouttheexpresswrittenpermissionofSuccessFactors.Thissoftwareiscommercialcomputersoftwaredevelopedexclusivelyatprivateexpense.ThesoftwareanddocumentationareprovidedwithRESTRICTEDRIGHTS.Use,duplicationordisclosurebytheU.S.GovernmentissubjecttorestrictionsassetforthinDFARS252.227.7202-3orFAR52.227-19,asapplicable.DeveloperisSuccessFactors,Inc.,AnSAPCompany,1500FashionIslandBlvd,Suite300,SanMateo,CA94404.RwizisatrademarkofEnterpriseInformationResources,Inc.TheproductionuctdescribedhereinincludessoftwaredevelopedbytheApacheSoftwareFoundation(/).Allotherbrandandproductionuctnamesthatarementionedhereinarethetrademarksorregisteredtrademarksoftheirrespectiveholders.Allexamples,includingthenamesofpeopleintheexamplesorscreenshotsarefictitious.Noassociationwithanyrealperson(livingordeceased),company(existingcurrentlyorinthepast),oreventsshouldbeinferredfromanyexamplewhatsoever.InformationinthisdocumentissubjecttochangewithoutnoticeanddoesnotrepresentacommitmentonthepartofSuccessFactors.SuccessFactors,Inc.,anSAPCompany1500FashionIslandBlvd,Suite300SanMateo,CAUSA,Objectives,ImplementationStrategiesOverview,ImplementationStrategies,SuccessFactorsusesaUnifiedMethodologyasafoundationforallprojects.ThismethodologydescribeswhattasksneedtobeperformedwhenandincludesdetailedroadmapsandanumberoftoolsandacceleratorsavailabletoSuccessFactors,PartnersandCustomers.SuccessFactorsandPartnersdesignandbuildtheirservicesupontheSuccessFactorsUnifiedMethodology,whichdescribeswhoperformsthetasks.,UnifiedMethodology,BizXpressvs.BizXpert,BizXpressvs.BizXpert,WhenacustomerpurchasesBusinessExecution(BizX)SAASsoftwareproducts,youhelpthemimplementtheproductsinoneoftwowaysusing:BizXpressBizXpertEachprocesshelpscustomersleverageSuccessFactors10+yearsofexperienceinBusinessExecutiontoimplementthesysteminawaythatbestfitstheirneeds,SidebySideComparison,BizXpress,BizXpressProcessOverview,FinalConfiguration,CustomerSuccessTransition,BizXpressKickoff,BestPracticeConfiguration,PresentationofBestPracticeConfiguration,ConfigurationRefinementandSystemSetup,BizXMaturityAssessmentResultsAlignment,BizXMaturityAssessment,SystemAdministratorandSetupTraining,EndUserTraintheTrainer,CustomerSandbox,Go-liveChecklist,Go-Live,LEGEND:Presentations/WorkshopsActivitiesTrainingConfigurationMilestones,PRODSetup,BizXpressTimeline(singleproductinsixweeks),KickoffAssessmentResultsAlignmentBestPracticeConfigurationBPConfig.PresentationAdminandSetupTrainingRefinementsandSetupFinalConfigurationUserTrainingSandboxPRODSetupGo-LiveChecklistCSTransitionGo-Live,123456,WEEKS,BizXpressTimeline:Week1,KickoffgetthecustomerfamiliarwiththeBizXpressprocess,helpthemunderstandtherolesandactivitieseachpartyisresponsiblefor,andcreateascheduleforimplementation.MaturityAssessmentthecustomercompletestheassessmenttohelpyouidentifytherightstartingpointforyourBizXfunctionandprocess.MaturityAssessmentResultsAlignmentSuccessFactorsProjectLeadreviewstheresultswiththecustomer,andifdesired,canbereviewedandmappedtothemostinfluentialscoring.,BizXpressTimeline:Week2,BestPracticeConfigurationcreateabestpracticeconfigurationalignedtothecustomersdesiredstateatgo-live.PresentationofBestPracticeConfigurationcreateaself-pacedpresentationofthe“BestPracticeConfiguration,”usedtofamiliarizethecustomerteamwiththebaselineconfiguration,andisusedasareferenceguideaftergo-live.,BizXpressTimeline:Week3,SystemAdministratorSetupandTrainingprovidethecustomerssystemadministratorswithdetailedsystemadministrationandsetuptrainingthatcoversstandardadministration,configurationrefinementopportunities,anddataimportprocesses.ConfigurationRefinementandSystemSetupworkwithyourcustomertorefinetheconfiguration,andloaddataintothetestenvironment.FinalConfigurationFinalizetheconfigurationyouuseasgo-live.,BizXpressTimeline:Week4,EndUserTrain-the-Trainerenablethecustomerthroughatrain-the-trainerapproach.CustomerSandboxprovidetrainedusersaccesstothetestinstancetopracticewhattheyhavelearned.Astheimplementationconsultant,youanswerquestionsandprovidegeneralsupport.,BizXpressTimeline:Week5,ContinuecustomerSandbox.ProductionSetuponceyouvalidatetheconfigurationanddatasetupinthetestenvironment,prepareforgo-livebysettinguptheproductioninstance.,BizXpressTimeline:Week6,Go-LiveChecklistcompletetheBizXpressgo-livechecklist.Oncecompleted,thechecklistactivitiesenableasmoothandsuccessfulsystemgo-liveintheproductionenvironment.CustomerSuccessTransitioninpreparationforgo-live,presentyourcustomerwithprocessesandproceduresforinteractionwiththeSFCustomerSuccessorganization.Go-Liveaftercompletingtheseeasystepsyouhavegonelivewithyourcustomer.,BizXpert,BizXpertProcessOverview,FinalConfiguration,CustomerSuccessTransition,ProjectTeamOrientation,BestPracticeConfiguration,PresentationofBestPracticeConfiguration,ConfigurationRefinementandSystemSetup,BizXMaturityAssessment,TraintheTrainer,CustomerIntegrationTesting,ProductionReadinessActivities,Go-Live,LEGEND:Presentations/WorkshopsActivitiesTrainingConfigurationMilestones,Go-LivePlanning,DataMigrationWorkshop,ConfigurationWorkshop,ProjectKickoff,BizXpertImplementationPhases,BizXpertisamorein-depthimplementationprocessthanBizXpressThisprocessisbetterdefinedinphasesthaninaweeklyschedule,BizXpertDefinePhase,Thisphaselaysthefoundationforasuccessfulimplementationbycreatingajointunderstandingoftheprojectscopeandprojectgoalswithacleardirectionofhowtoachievethem.,DeliverablesSOWconfigurationdecisions,discussions,andapplication;datamigration;andintegrationtestingiscompleted.,DeliverablesConfigurationWorkbookSelfServiceDataMigration,TasksKickoffmeetingDeliverconfigurationbasedonthematuritylevelConfigurationWorkshopsTechnicalsetup(SSO,FTP,Connectors)IterativeconfigurationIntegrationtestingTestsampleconnectorfilesAdministratortraining,AcceleratorsPre-populatedConfigurationWorkbookSampleTestCases,CheckpointsKickoffmeetingConfigurationWorkbookSignOffConfigurationSignOffIntegrationTestingSignOff,BizXpertLaunchPhase,DuringtheLaunchphase,theteampreparesforgo-live.Thego-liveplaniscreated,theproductionenvironmentisprepared,theCustomerSuccesstransitionoccurs,andthecustomerissupportedthroughgo-live.,DeliverablesLiveProductionsystem,TasksPrepareGo-live