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Tyler Implementation Kick-Off Aaron Joyal, PMP Financials Project Manager
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© Tyler Technologies 2015 2 Executive Sponsor – John Mitchell Sales Account Executive – Adam Griffith Project Managers – Aaron Joyal - Financials – Chris Kinney – Payroll Introductions
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3 Why We’re Here Today Transition from Sales to Implementation Introduce the Project Teams Present an overview of the Project Process Discuss Expectations Start the Work!
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4 Success through People
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5 Tyler Project ManagersAaron Joyal, PMP- Financials Chris Kinney, PMP - Payroll Sales ExecutiveAdam Griffith Tyler Implementation ConsultantKatie Chapdelaine - Financials Chris DiRobbio - Payroll VP, SupportCJ McCarron Conversion ManagerRobyn Smart-Oliver Tyler Forms ManagerJoanne Lord Regional Project SupervisorJane Grant, PMP Mike Gross, PMP Regional Implementation ManagerCheryl Polymeros, PMP VP, ImplementationChris Webster Tyler Project Team
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6 Executive SponsorJohn Mitchel Project ManagerNoreen Lehmann Overall Functional LeaderDeb Carroll Financials Functional LeadMathew Gregory Payroll Functional LeadConnie Enders IT DirectorKeith DeLury North Coast Council Project Team
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© Tyler Technologies 2015 7 Transition: Where are we going? Current processes, organizational structure, technology, people, and organizational culture New processes, organizational structure, technology, people, and organizational culture Current State Future State Bridge of Transition
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8 Targeted Live Dates for Wave I PhaseStart DateGoal Live Date Phase I FinancialsJanuary 2016January 2017 Phase II PR/HRJanuary 2016January 2017
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9 Modules Included Phase I - FinancialsPhase II - Payroll/HR Payroll Employee Self Service Applicant Tracking Human Resources General Ledger Budget Accounts Payable eProcurement Project and Grant Accounting Purchasing Accounts Receivable General Billing Cash Management Fixed Assets Tyler Content Manager Tyler Forms
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10 The Triple Constraint ScopeSchedule Cost Quality
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The Implementation Process An Overview
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12 Success through Methodology Process is repeated for each project phase PMI’s Proven Methodology
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© Tyler Technologies 2015 13 Work Breakdown Structure
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14 Planning Done at the beginning of each phase Plans to be completed together: – Scope – Schedule Review – Resource Requirements – Communication – Education – Risk – Testing WBS: Project Management
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15 Analysis Guided discussion about current processes and desired business changes As Is and To Be Knowledge Transfer Begins with Chart of Accounts Analysis of software options Formulate desired processes Determine course of training WBS: Analysis and Configuration
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16 Static Environment Test Sample client data keyed in Training Database based on analysis decisions Processes are verified in each software module Validates analysis decisions (To-Be decisions) Finalize Template Database Critical stop WBS: Testing
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17 System Admin and Setup System Admin Training – IT and Functional Leaders – Overview of workflow, security, dashboards – Introduction to system administration functions within software WBS: Education
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18 Setup and Processing Training Set Up Training – Module dependent – Codes and tables used in processing Processing Training – Core user training – Classroom setting – Uses analysis decisions to determine training content – Any outstanding process decisions are finalized – Users are expected to practice what they have learned WBS: Education
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19 End User Training Train the Trainer – Performed by Tyler End User Training – Performed by the ITC Structured, process driven training for specified decentralized topics – Ex. Time and Attendance Entry, Requisition Entry, Reporting, Budget Entry Performed close to go-live for maximum retention WBS: Education
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20 WBS: Conversions Conversion Analysis Contracted Options During Module Analysis Discuss available legacy data Data and Crosswalks Submit Legacy Data Provide file maps Provide crosswalks (old to new) Programming and Proofing Converted Data Error Reports Training Database Final Conversion Pre-LiveAt Go-Live Proof in Train; Load in Live
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21 WBS: Tyler Forms Forms Kits and Mock- ups Forms Kick- off call Forms KitsMock-ups Data Files SET TestYour data Used for forms proofs Forms Design Develop forms Deliver forms proofs Sign-off Forms Proofing Load forms on server Test forms during training Changes up to 30 days post-live
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22 WBS: Tyler Forms
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© Tyler Technologies 2015 23 Integration Parallel (Payroll only) Standard Interface User Acceptance User Competency WBS: Testing
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24 Go-Live Planning Live planning begins very early in the process Go-live planning session scheduled at least 60 days prior to go-live Plan includes: – Cutover plan – Final conversion data plan – Go-Live task assignments – Communications – Training needs – Plan for held data WBS: Go-Live
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25 Go-Live All the hard work pays off - Live data is entered into your new system On-site implementation support Final conversions Held transactions entered in Live WBS: Go-Live
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26 Post Live Remaining post live conversions Reconciliation Reporting Review Process fine tuning Workflow fine tuning Review lessons learned Prepare for Wave II WBS: Go-Live
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© Tyler Technologies 2015 27 Transition We look forward to helping you attain success
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28 Tyler - Tyler Support Continued and ongoing support Assigned SAM (Support Account Manager) o Provides guidance on post-live processes (W2/1099, Year End) o Acts as liaison to support Knowledgebase o Provides module specific process documentation, videos and eLearning sessions o Provides an SSRS reports library including Tyler and client created reports Tyler Community o Interaction with other clients o Discussion boards with review and response from multiple Tyler Departments and other clients
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29 Client Support: www.tylertech.com
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Client KnowledgeBase
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© Tyler Technologies 2015 31 Tyler Community
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32 Q&A Questions
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