Super User Webinar Four “ Providing Transition Support”

Presented by: Project Compass Organizational Change Management Team 08/27/2009

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Webinar Objectives

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

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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

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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

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Guest Speaker

Belva White

Associate VP for Finance & Controller

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Super User Objectives

Ensure a smooth transition to the new system

• Become the local expert on PeopleSoft Financial processes • Provide coaching and support to end users as they transition

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

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Enabling Change - The Super User’s Role

J u n e Prepare Yourself for Change J u l y Help Users Plan Their Training Enabling Change A u g u s t Reinforce Learning S e p t e m b e r Provide Transition Support

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Enabling Change - The Super User’s Role

J u n e J u n e Prepare Yourself for Change J u l y Help Users Plan Their Training Enabling Change A u g u s t Reinforce Learning S e p t e m b e r Provide Transition Support

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August – Reinforce Learning

J u l y A u g u s t Reinforce Learning

Objective Reinforce Support Channels Help Users Integrate PeopleSoft into their daily work process Continue business issue identification and resolution 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 Success Stories from Super Users • • • Upcoming Webinars and Opens Houses for everyone Understanding Chartfields and SmartKeys FAQ’s for each module (collected from, webinars, list serve emails, and your input) • • Coming soon: PeopleSoft Toolbox Coming training feedback & readiness feedback (new slide) • • Vignette’s After the Webinars / Open Houses, check for impacts to : • Forms / Shadow Systems • Policies / Procedures • Discuss with your leadership any questions you have that related to the impact of Project Compass on policies, procedures, roles, etc.

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“Talk to the Expert” Webinars and Open Houses

Super User Webinar / Open House Schedule for (All Users) Module Course

Accounts Payable / Travel & Expense Reports Payment Requests / Expense reports

SME

Amy DeMore / Jennifer Hulsey

Super User Webinar

7/30 1-2pm

Talk With The Experts (All ees Webinar & Open House) Webinars 8/11, 8/18 (1-2 pm) Open House 8/13, (1-3pm) 1599 Clifton Rd. (lab 1.380) 8/20, (2-4pm) 1599 Clifton Rd. (Rm. 1D) 8/21, (9:30-10:30am) Clifton Rd.

Grants * G/L Reporting Super User Program EPEX G/L Basics (online journals, inquiry, approvals, etc.) Intro/Query/nVision Webinar 4 Camilah Hicks David Giles / Larry Cain Steve Hall / Tony DiPaola Teresa / Zee N/A 8/14 11-12:00pm @ (1470 DAR) 8/19 9:30-10:30am @ (1470 DAR) 8/27 9:30 – 10:30

Already scheduled in ESS as “Learning Labs” Webinar 8/24 (2-3:00pm) @ 1470 DAR Combined Open House for Reporting & G/L 8/26 (9:30-11:00am) @ 1472 DAR Webinars 8/25 (9:30-10:30am) @ 1400 DAR Combined Open House for Reporting & G/L 8/26 (9:30-11:00am) @ 1472 DAR

* The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course

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August – Reinforce Learning

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

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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

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Enabling Change - The Super User’s Role

J u l y Help Users Plan Their Training A u g u s t Reinforce Learning J u n e Prepare Yourself for Change Enabling Change S e p t e m b e r Provide Transition Support

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Communications Update

 Compass is not a Project anymore!

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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

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New Way to Access Training

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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.

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“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

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Support: Support Center Overview

  Compass Support Center - Effective 9/1/2008 Hours: 8 am to 5 pm (M-F) Telephone number – 7-7000 Email – compass@emory.edu

Website – http://compass.emory.edu

Mobile Support – rotational sessions 7-7000 will be set up as a “Call Tree”, but users can obtain help calling direct to:  EU System Access (7-7777)       EHC System Access (8-HELP) EU AP/TE/Emory Express (7-5400) EHC AP/TE/PMM (6-2441) EU EPEX/Grants (7-2018) EU AR/Billing (7-4024) ALL GL/reporting/general (7-7000) Scripts will be used during support and non-support hours to direct users to answers of frequently asked questions before number options are presented and while on hold

Compass Call Tree Structure (Call 7-7000) Tier One:

Keypad: #1 #2 Area: University Healthcare

Tier Two:

University Tree: Keypad: Area: #1 #2 Access to University systems University AP/Expense/Emory Express #3 #4 #5 #6 #7 EPEX Budgets/Grants GL, Reporting, Compass Access Accounts Receivable/Billing Default to Compass Repeat the options Healthcare Tree: Keypad: Area: #1 #2 #3 Access to Healthcare systems Healthcare AP/Expense/PMM Default to Compass

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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

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System Outages Impact Users

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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

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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

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Questions?

Suggestions for FAQs?

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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

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Thank you!

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