1. PLANNING FOR SUCCESS: IMPLEMENTING INFINITYHR

2. Katie Cuthriell Implementation Services Manager IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

3. 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 IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

4. 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 IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

5. 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 IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

6. 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 IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

7. 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. IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

8. 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. IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you

9. Thank you! Questions? IntroductionPlanningDesigningBuilding Testing & Training DeploymentThank you