Executive Committee Meeting March 27, 2008

Document Sample
Executive Committee Meeting March 27, 2008 Powered By Docstoc
					Super User Webinar Four
“Providing Transition Support”

Presented by: Project Compass Organizational Change Management Team
08/27/2009
                    Together, we are One Emory
Webinar Objectives

  Prepare Super Users to Meet Their September Objective to “Provide Transition
   Support”
  Provide Super Users with Special Tools and Support for Transition




                       Together, we are One Emory                                 2
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    3
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    4
Guest Speaker

                           Belva White
                Associate VP for Finance & Controller




                   Together, we are One Emory           5
Super User Objectives




          We’ll achieve this objective in four step-wise phases.


                    Together, we are One Emory                     6
Enabling Change - The Super User’s Role


                  July              August




       June                                  September




                Together, we are One Emory               7
Enabling Change - The Super User’s Role


                      July                  August
                    Help Users
                                            Reinforce
                    Plan Their
    June                                    Learning
                     Training

       June                                             September
       Prepare                                            Provide
     Yourself for                                        Transition
       Change                                             Support
                                 Enabling
                                 Change



                    Together, we are One Emory                        8
August – Reinforce Learning

                      Objective                                     Suggested Activities

                                            • Have you made yourself known to the users in your area?
                                            • Make yourself known to your community
                                            • Help users connect to helpful resources i.e. Bulletin Survival Tips,
                                              PC website
   July                                     • Success Stories from Super Users
August                                      • Upcoming Webinars and Opens Houses for everyone
            Reinforce Support Channels
                                            • Understanding Chartfields and SmartKeys
Reinforce                                   • FAQ’s for each module (collected from, webinars, list serve emails,
Learning                                      and your input)
                                            • Coming soon: PeopleSoft Toolbox
                                            • Coming training feedback & readiness feedback (new slide)


            Help Users Integrate            • Vignette’s
                                            • After the Webinars / Open Houses, check for impacts to :
            PeopleSoft into their daily
                                                  • Forms / Shadow Systems
            work process                          • Policies / Procedures

            Continue business issue         • Discuss with your leadership any questions you have that related to
                                              the impact of Project Compass on policies, procedures, roles, etc.
            identification and resolution


                       Together, we are One Emory                                                                9
 “Talk to the Expert” Webinars and Open
 Houses
                  Super User Webinar / Open House Schedule for (All Users)
       Module                 Course                  SME              Super User         Talk With The Experts (All ees Webinar &
                                                                        Webinar                         Open House)

Accounts        Payment Requests /             Amy DeMore /              7/30          Webinars
                                                                                       8/11, 8/18 (1-2 pm)
Payable /       Expense reports                Jennifer Hulsey          1-2pm          Open House
Travel &                                                                               8/13, (1-3pm) 1599 Clifton Rd. (lab 1.380)
Expense Reports                                                                        8/20, (2-4pm) 1599 Clifton Rd. (Rm. 1D)
                                                                                       8/21, (9:30-10:30am) Clifton Rd.

 Grants *             EPEX                      Camilah Hicks             N/A           Already scheduled in ESS as “Learning Labs”

 G/L                  G/L Basics (online        David Giles /           8/14            Webinar
                                                                     11-12:00pm         8/24 (2-3:00pm) @ 1470 DAR
                      journals, inquiry,        Larry Cain                              Combined Open House for Reporting & G/L
                      approvals, etc.)                                   @
                                                                                        8/26 (9:30-11:00am) @ 1472 DAR
                                                                     (1470 DAR)
 Reporting            Intro/Query/nVision       Steve Hall /            8/19            Webinars
                                                                    9:30-10:30am        8/25 (9:30-10:30am) @ 1400 DAR
                                                Tony DiPaola                            Combined Open House for Reporting & G/L
                                                                          @
                                                                                        8/26 (9:30-11:00am) @ 1472 DAR
                                                                     (1470 DAR)
 Super User           Webinar 4                 Teresa / Zee             8/27
 Program                                                             9:30 – 10:30
* The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning
course
                                         Together, we are One Emory                                                                  10
August – Reinforce Learning

   Do you have any questions, concerns or additional needs related to your “August –
    Reinforce Learning?




                         Together, we are One Emory                                 11
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    12
Enabling Change - The Super User’s Role


                      July                  August
                    Help Users
                                            Reinforce
                    Plan Their
                                            Learning
                     Training


       June                                             September
       Prepare                                            Provide
     Yourself for                                        Transition
       Change                                             Support
                                 Enabling
                                 Change



                    Together, we are One Emory                        13
Communications Update

 Compass is not a Project anymore!




                        Together, we are One Emory
Communications Update

   One more Project Compass Bulletins before go-live!
       Accessing Training via Project Compass web site
       “Short List” of Preparation Activities
       Compass Toolbox
       Support Information




                             Together, we are One Emory   15
New Way to Access Training




                Together, we are One Emory   16
Compass Toolbox

 The Compass Toolbox is the one-
  stop for “go-live” support and
  materials.
 Includes seven main sections:
     Module Help & Job Aids
     Known Issues/Troubleshooting
        Guide
       Release Notes
       Key Dates/Calendar
       Reporting
       Help Desk Contacts & Technical
        Support
       Training (Ongoing Support)
 The Module Help & Job Aids
  sections include links to module
  specific job aids and FAQs.

                             Together, we are One Emory   17
“Short List” of Go-Live Tasks

   Complete your training!
       What will you need to do next week? Focus there!

   Find your new department number and
    SmartKeys.
       A new crosswalk old-to-new is on the Compass web site
       Once we are live, you will be able to access the crosswalk from inside PeopleSoft

   Connect to the support infrastructure
       Review the Support Page on the Compass web site
       Find your Super User

   Consider the impact of the transition to
    existing procedures and policy.
       A new set of revised forms will be posted to the Compass web site over the next day or so




                             Together, we are One Emory                                             18
Support: Support Center Overview

                                                             Compass Call Tree Structure (Call 7-7000)
 Compass Support Center - Effective 9/1/2008
     Hours: 8 am to 5 pm (M-F)                               Tier One:
     Telephone number – 7-7000                               Keypad:       Area:
     Email – compass@emory.edu                                 #1          University
     Website – http://compass.emory.edu                        #2          Healthcare
     Mobile Support – rotational sessions
                                                             Tier Two:
                                                             University Tree:
    7-7000 will be set up as a “Call Tree”, but users can   Keypad:        Area:
     obtain help calling direct to:                            #1           Access to University systems
          EU System Access (7-7777)                           #2           University AP/Expense/Emory Express
          EHC System Access (8-HELP)                          #3           EPEX Budgets/Grants
          EU AP/TE/Emory Express (7-5400)                     #4           GL, Reporting, Compass Access
          EHC AP/TE/PMM (6-2441)                              #5           Accounts Receivable/Billing
          EU EPEX/Grants (7-2018)                             #6           Default to Compass
          EU AR/Billing (7-4024)                              #7           Repeat the options
          ALL GL/reporting/general (7-7000)
                                                             Healthcare Tree:
                                                             Keypad:       Area:
    Scripts will be used during support and non-support      #1           Access to Healthcare systems
     hours to direct users to answers of frequently asked     #2           Healthcare AP/Expense/PMM
     questions before number options are presented and        #3           Default to Compass
     while on hold

                                   Together, we are One Emory                                                     19
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    20
System Outages Impact Users




                Together, we are One Emory   21
Reminder – How to Stay Connected!

  Compass Website
     http://www.compass.emory.edu
     Super User Web Page

  Key Communications
     Project Compass Management Bulletins (weekly)

  Compass Support
     Call 7-7000

  Email Compass Change Management Team!
     compass@emory.edu




                         Together, we are One Emory   22
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    23
     Questions?




  Suggestions for FAQs?

Together, we are One Emory   24
Agenda

  Welcome – Teresa Hauck
       Special Guest – Belva White, Assoc. VP for Finance & Controller

    Review of Progress to Date
    Tools and New Information
    What’s Next
    Questions?



 Presenters: Teresa Hauck and Zee Mehar




                            Together, we are One Emory                    25
Thank you!


Together, we are One Emory   26

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:2
posted:9/16/2012
language:Unknown
pages:26