super user webinar four “ providing transition support”

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Super User Webinar Four“Providing Transition Support”Presented by: Project Compass Organizational Change Management Team08/27/2009

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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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Together, we are One Emory

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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Guest Speaker

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Belva WhiteAssociate VP for Finance & Controller

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Super User Objectives

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

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Enabling Change - The Super User’s Role

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June

July August

September

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Enabling Change - The Super User’s Role

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June

June

July August

September

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August – Reinforce Learning

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JulyAugust

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“Talk to the Expert” Webinars and Open Houses

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* 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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Together, we are One Emory

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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Together, we are One Emory

Enabling Change - The Super User’s Role

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June

July August

September

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Communications Update Compass is not a Project anymore!

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Communications Update

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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

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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

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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

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Compass Support Center - Effective 9/1/2008Hours: 8 am to 5 pm (M-F)Telephone number – 7-7000Email – compass@emory.eduWebsite – http://compass.emory.eduMobile 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: Area: #1 University #2 Healthcare Tier Two:University Tree:Keypad: Area:

#1 Access to University systems #2 University AP/Expense/Emory

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

Compass Call Tree Structure (Call 7-7000)

Tier One:Keypad: Area: #1 University #2 Healthcare Tier Two:University Tree:Keypad: Area:

#1 Access to University systems #2 University AP/Expense/Emory

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

Together, we are One Emory

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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Together, we are One Emory

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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Together, we are One Emory

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Questions?

Suggestions for FAQs?

Together, we are One Emory

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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Together, we are One Emory

Thank you!Thank you!

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