<Customer> Project Kickoff Meeting
<Project Manager Name>
<Date>
Confidential
Agenda









Introductions
About SuccessFactors
Meeting Purpose
Project Scope
Business Goals/Drivers and Success Criteria
Team Structure
Project Methodology
SharePoint
Project Plan
Next Steps
© 2011
2013 SAP AG. All rights reserved.
AGENDA

Confidential
2
Introductions

Name

Role within company and on team/project

List two things you would like to get out of todays meeting
© 2013 SAP AG. All rights reserved.
Confidential
3
About SuccessFactors



Provider of Business Execution software
Its software provides security, performance, scalability, and one code
base for all customers
Provides cost effective solutions:

Eliminates many fixed costs (hardware/software)
 No customizations
 No upgrade or conversion costs
 Pay as you go – purchase seats as needed



Reduces demands on IT team
Delivers new releases 4-times per year
Enables a rapid implementation cycle
© 2013 SAP AG. All rights reserved.
Confidential
4
Meeting Purpose

Kickoff the implementation of SuccessFactors

Confirm business drivers and success criteria

Define roles, responsibilities, and how we work together

Determine high level project plan
© 2013 SAP AG. All rights reserved.
Confidential
5
Scope (Sample)

LMS Quickstart

Approximately 12 week implementation

Configuration performed remotely

More questionnaire based than workshop based

Certain attributes explained during PTO
 1 x Domain*
 1 x Public Catalog for courses
 4 x Admin Roles*
© 2013 SAP AG. All rights reserved.
Confidential
6
Business Goals/Drivers
List 3-5 Goals/Drivers
© 2013 SAP AG. All rights reserved.
Confidential
7
Success Criteria
Senior Mgmt
Ex – Line of sight
© 2013 SAP AG. All rights reserved.
Management
Employees
HR
Project Team
Ex – Easy to access
data/reports
Confidential
8
Team Structure
SuccessFactors’ project team – brings product expertise, proven best practices, and a combination
of HCM expertise and implementation experience.
<CUSTOMER’S> project team – understands their business drivers, project objectives, and manages
the business issues within their organization.
It is the combination of these skills and project
roles that produces great results!
© 2013 SAP AG. All rights reserved.
Confidential
9
<CUSTOMER> Team Responsibilities

Team may be different by module <CUSTOMER> team responsibilities:

Manage project

Manage project plan documents

Manage internal communication

Integrate with other internal initiatives

Provide description of business process
© 2013 SAP AG. All rights reserved.
Confidential
10
<CUSTOMER> Estimated Time Commitment
Time
Required*
Resource
Accountabilities
Project Manager
Overall project coordination
Project Sponsor
Champion project
Validate decisions
Provide resources
5%
Technical Resource
Coordinate data import file creation/testing
20%
Functional/
Define/redesign process and workflow
Businesses Resources Test product/process
20-60%
20%
Client Representatives Input to/validation of process design
As needed
Training Coordinator
As needed
Define and coordinate user training
* Time required is an estimate of the percent of time devoted to project during
configuration cycle and will vary based on project deliverables/timelines
© 2013 SAP AG. All rights reserved.
Confidential
11
SuccessFactors Team Responsibilities

<PSC> will be primary point of contact

Coordinate collecting information and bringing in other SuccessFactors
professionals as needed

Consulting and technical expertise

System configuration
© 2013 SAP AG. All rights reserved.
Confidential
12
Integrated Team Responsibilities

Work together to define method of working (i.e. team meetings, plan updates,
etc.)

Determine regular meeting schedule and format

Discuss contact points with other initiatives and the larger <CUSTOMER>
launch
© 2013 SAP AG. All rights reserved.
Confidential
13
Project Methodology Review
© 2011 SAP AG. All rights reserved.
Confidential
14
BizXpert Overview
The SuccessFactors BizXpert 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 BizXpert
Methodology, which describes who performs the tasks.
SuccessFactors
Professional
Services
WHAT / WHEN
WHO
CUSTOMER
© 2013 SAP AG. All rights reserved.
Partner
Professional
Services
Customer Led
Activities
SuccessFactors METHODOLOGY
BizXpert
Confidential
15
Benefits of a Proven Methodology
With the BizXpert 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.
© 2013 SAP AG. All rights reserved.
Confidential
16
BizXpert Methodology Map
© 2013 SAP AG. All rights reserved.
Confidential
17
BizXpert - Prepare
Prepare
Realize
Verify
Launch
Goals and Objectives
• Project Team Mobilization
• Project Planning
• Familiarize Customer with Baseline
Functionality via PTO
• Kickoff Meeting
• Configuration Workshops
The Prepare phase lays the foundation for a
successful implementation, creating a joint
understanding of the project goals, product
knowledge, and configuration requirements.
Accelerators
• Module Readiness Checklists
• Project Plan
• PTO Training Curriculum
• Kickoff Meeting Deck
• Configuration Workbooks
Project Readiness Checkpoint
© 2013 SAP AG. All rights reserved.
Confidential
18
BizXpert - Realize
Prepare
Realize
Verify
Goals and Objectives
• Configuration refinement
• Data migration iterations
• Integrations
Launch
The Realize phase encompasses taking the
plans and requirements determined in the
Prepare phase and applying them to the
system.
Accelerators
• Customer Data Migration Training
Configuration Sign Off Checkpoint
© 2013 SAP AG. All rights reserved.
Confidential
19
BizXpert - Verify
Prepare
Realize
Verify
Goals and Objectives
• User Acceptance Testing
• Integration Testing
• Go-Live Training
Launch
The Verify phase is Customer driven and
includes assessing the system readiness
as well as the Customer user base
readiness.
Accelerators
• UAT Guide
• Integration Testing Guide
• Training Curriculum
Integration Testing Sign Off Checkpoint
© 2013 SAP AG. All rights reserved.
Confidential
20
BizXpert - Launch
Prepare
Realize
Verify
Goals and Objectives
• Migrate to production environment
• Go-Live Readiness
• Transition to Customer Success
• Formal Production Sign Off
Launch
During the Launch phase the team prepares for golive. The production environment is prepared, the
Customer Success transition occurs, and the
Customer is supported through go-live.
Accelerators
• Go-Live Checklist
• CS Transition Document
• Project Closeout
Production Readiness Sign Off
© 2013 SAP AG. All rights reserved.
Confidential
21
Checkpoints
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.
Project Readiness
Ensure the customer is ready to engage in project activities
Configuration Sign Off
Ensure configuration matches the business requirements
Integration Testing Sign Off
Ensure configuration, data, and integrations support the process
Production Readiness Sign Off Ensure the customer is ready to go-live
© 2013 SAP AG. All rights reserved.
Confidential
22
Customer Community Welcome Kit
 Register for the Customer Community http://community.successfactors.com/
 Visit the Project
Welcome Kit to learn
more about your role
in making this project
a success
23
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
Customer Project Site
The <Customer> Project site is the central location for documents and issue
management.
Note – the sites will not be available until end of April 2013.
 Demonstration
 URL < >
24
SuccessFactors Proprietary and Confidential © 2012 SuccessFactors, An SAP Company. All rights reserved.
High Level Project Plan
© 2011 SAP AG. All rights reserved.
Confidential
25
Typical Project Timelines
Week
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
Sales
Prepare
Realize
Verify
Launch
Go-Live
8 – 12 weeks typical for PM, GM, EP, CDP, 360, Calibration
14 – 18 weeks typical for Succession, Compensation, Analytics & Planning, LMS
20 – 24+ weeks typical for Recruiting, Variable Pay, Employee Central
© 2013 SAP AG. All rights reserved.
Confidential
26
High Level Project Plan – Key Milestones
Deliverable/Milestone
Owner
Project Team Orientation
<CUSTOMER>
Project Readiness Signoff
<CUSTOMER>
Configuration Workbook
<SuccessFactors>
Configuration Signoff
<CUSTOMER>
Integrated Testing Signoff
<CUSTOMER>
Production Signoff
<CUSTOMER>
© 2013 SAP AG. All rights reserved.
Date
Confidential
27
Meeting Wrap Up
© 2011 SAP AG. All rights reserved.
Confidential
28
Next Steps/Action Items

Conduct Configuration Workshops

Finalize Project Plan

Schedule Weekly Project Check-in Calls
© 2013 SAP AG. All rights reserved.
Confidential
29
Thank You!
© 2013 SAP AG. All rights reserved
No part of this publication may be reproduced or transmitted in any form or for any purpose without the
express permission of SAP AG. The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software
components of other software vendors.
Microsoft, Windows, Excel, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation.
IBM, DB2, DB2 Universal Database, System i, System i5, System p, System p5, System x, System z,
System z10, System z9, z10, z9, iSeries, pSeries, xSeries, zSeries, eServer, z/VM, z/OS, i5/OS, S/390,
OS/390, OS/400, AS/400, S/390 Parallel Enterprise Server, PowerVM, Power Architecture, POWER6+,
POWER6, POWER5+, POWER5, POWER, OpenPower, PowerPC, BatchPipes, BladeCenter, System
Storage, GPFS, HACMP, RETAIN, DB2 Connect, RACF, Redbooks, OS/2, Parallel Sysplex, MVS/ESA,
AIX, Intelligent Miner, WebSphere, Netfinity, Tivoli and Informix are trademarks or registered trademarks
of IBM Corporation.
Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.
Adobe, the Adobe logo, Acrobat, PostScript, and Reader are either trademarks or registered trademarks
of Adobe Systems Incorporated in the United States and/or other countries.
Oracle is a registered trademark of Oracle Corporation.
UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.
Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks
or registered trademarks of Citrix Systems, Inc.
HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web
Consortium, Massachusetts Institute of Technology.
Java is a registered trademark of Sun Microsystems, Inc.
JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology
invented and implemented by Netscape.
SAP, R/3, SAP NetWeaver, Duet, PartnerEdge, ByDesign, SAP BusinessObjects Explorer, StreamWork,
and other SAP products and services mentioned herein as well as their respective logos are trademarks
or registered trademarks of SAP AG in Germany and other countries.
© 2013 SAP AG. All rights reserved.
Business Objects and the Business Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions,
Web Intelligence, Xcelsius, and other Business Objects products and services mentioned herein as well
as their respective logos are trademarks or registered trademarks of Business Objects Software Ltd.
Business Objects is an SAP company.
Sybase and Adaptive Server, iAnywhere, Sybase 365, SQL Anywhere, and other Sybase products and
services mentioned herein as well as their respective logos are trademarks or registered trademarks of
Sybase, Inc. Sybase is an SAP company.
All other product and service names mentioned are the trademarks of their respective companies. Data
contained in this document serves informational purposes only. National product specifications may vary.
The information in this document is proprietary to SAP. No part of this document may be reproduced,
copied, or transmitted in any form or for any purpose without the express prior written permission of SAP
AG.
This document is a preliminary version and not subject to your license agreement or any other agreement
with SAP. This document contains only intended strategies, developments, and functionalities of the
SAP® product and is not intended to be binding upon SAP to any particular course of business, product
strategy, and/or development. Please note that this document is subject to change and may be changed
by SAP at any time without notice.
SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the
accuracy or completeness of the information, text, graphics, links, or other items contained within this
material. This document is provided without a warranty of any kind, either express or implied, including
but not limited to the implied warranties of merchantability, fitness for a particular purpose, or noninfringement.
SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or
consequential damages that may result from the use of these materials. This limitation shall not apply in
cases of intent or gross negligence.
The statutory liability for personal injury and defective products is not affected. SAP has no control over
the information that you may access through the use of hot links contained in these materials and does
not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to thirdparty Web pages.
Confidential
31