Unified Methodology
Overview
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”.
WHAT / WHEN
WHO
CUSTOMER
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SuccessFactors
Professional
Services
Partner
Professional
Services
Customer Led
Activities
SuccessFactors Unified METHODOLOGY
BizXpress
BizXpert
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Benefits of a Proven Methodology
With the Unified Methodology, you get the advantage of:
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.
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3
Unified Methodology Phases
Define
4
Prepare
Execute
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Launch
Methodology Overview - Define
The Define phase lays the foundation for a successful
implementation, creating a joint understanding of the
project 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
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Methodology Overview - Prepare
The 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
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BizX Maturity Alignment
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Methodology Overview - Execute
The 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
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Integration Testing
Sign Off
Methodology Overview - Launch
During 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
Checkpoints
Production Readiness
Sign Off
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Check Points
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.
Scope & Project Readiness
Check Point
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Ensure the project scope matches the business scope and that the Customer
is ready to engage in project activities
Configuration Check Point
Align the Customer base configuration based on maturity
Integration Testing Check
Point
Ensure configuration, data, and integrations support the process
Production Readiness Check
Point
Ensure the Customer is ready to go-live
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Methodology & Implementation Service Offering Relationship
Methodology has phases, accelerators and milestones
Define
Prepare
Execute
Service offerings have tasks and deliverables
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Launch
Implementation Service Offering Value Propositions
BizXpress
BizXpert
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.
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.
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BizXpress & BizXpert - Side by Side Comparison
BizXpress
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 costs
Speed to implementation, ROI, and market
impact
Ability to configure beyond best practices
Increased consulting
Increased flexibility
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Implementation Service Offering Scope Comparison
BizXpress
 Configuration
Refinement
 Final Standard
Configuration
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Unified Methodology




BizX Maturity Model Assessment
Best Practice Configuration
Kickoff
Data Migration





Integration Testing
Train the Trainer
Go-Live Planning
Production Readiness
Customer Success Transition
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BizXpert
 Project Team
Orientation
 Configuration
Workshops
 Configuration
Iterations
 Final Custom
Configuration
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.
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What are the major changes with BizXpert?
Continuous support structure in place from BizXpert process, accelerators and tools.
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):
•
•
•
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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)
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BizXpert Methodology Map
Phases
Define
Prepare
Execute
Launch
Tasks
Set Scope & Pricing
SOW Process
Auto-Provisioning
Transition from Sales to PS
Project Resourcing
Customer Introduction
Project Planning
Project Team Orientation
BizX Maturity Assessment
Kickoff Meeting
Configuration Workshops
Configuration Iterations
Data Migration
Integration Testing
Go-Live Planning
Train the Trainer
Go-Live Support
CS Transition
Project Closeout
Checkpoints
Scope & Project
Readiness
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BizX Maturity
Alignment
Configuration &
Integration Testing
Acceptance
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Production Readiness
Acceptance
BizXpert Implementation Process Overview
Project
Initiation
Activities
Configuration
Workshop
Configuration
Refinement
and System
Setup
BizX Maturity
Assessment
Data Migration
Kickoff
Final
Configuration
BizX Maturity
Assessment
Results
Alignment
Kickoff &
Presentation of
Best Practice
Configuration
Customer
Integration
Testing
Production
Readiness
Activities
Best Practice
Configuration
Project Team
Orientation
Train the
Trainer
Go-Live
Planning
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Go-Live
Customer
Success
Transition
SharePoint Improvements
•
Currently no consistent solution for storing and sharing
Customer documentation within SF and with Customers.
•
•
No consistent way to gather and rollup project status
information.
•
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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.
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.
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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.
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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)
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BizXpress Process Overview
BizXpress
Kickoff
System
Administrator
and Setup
Training
Configuration
Refinement
and System
Setup
Go-Live
BizX Maturity
Assessment
Presentation of
Best Practice
Configuration
Final
Configuration
Customer
Success
Transition
BizX Maturity
Assessment
Results
Alignment
Best Practice
Configuration
End User Train
the Trainer
Go-live
Checklist
Customer
Sandbox
PROD Setup
LEGEND:
Prepare
Execute
Launch
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