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Super User Webinar Four “ Providing Transition Support”. Presented by: Project Compass Organizational Change Management Team 08/27/2009. Webinar Objectives. Prepare Super Users to Meet Their September Objective to “Provide Transition Support”

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Super user webinar four providing transition support
Super User Webinar Four“Providing Transition Support”

Presented by: Project Compass Organizational Change Management Team

08/27/2009


Webinar objectives
Webinar Objectives

  • Prepare Super Users to Meet Their September Objective to “Provide Transition Support”

  • Provide Super Users with Special Tools and Support for Transition


Agenda
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


Agenda1
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


Guest speaker
Guest Speaker

Belva White

Associate VP for Finance & Controller


Super user objectives
Super User Objectives

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


Enabling change the super user s role
Enabling Change - The Super User’s Role

July

August

June

September


Enabling change the super user s role1

Reinforce Learning

Help Users Plan Their Training

Enabling Change - The Super User’s Role

Provide Transition Support

Prepare Yourself for Change

July

August

Enabling Change

June

September

June


August reinforce learning

Reinforce Learning

August – Reinforce Learning

July

August


Talk to the expert webinars and open houses
“Talk to the Expert” Webinars and Open Houses

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


August reinforce learning1
August – Reinforce Learning

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


Agenda2
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


Enabling change the super user s role2

Reinforce Learning

Help Users Plan Their Training

Enabling Change - The Super User’s Role

Provide Transition Support

Prepare Yourself for Change

July

August

Enabling Change

September

June


Communications update
Communications Update

  • Compass is not a Project anymore!


Communications update1
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



Compass toolbox
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.


Short list of go live tasks
“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


Support support center overview
Support: Support Center Overview

Compass Support Center - Effective 9/1/2008

Hours: 8 am to 5 pm (M-F)

Telephone number – 7-7000

Email – [email protected]

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: 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


Agenda3
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



Reminder how to stay connected
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!


Agenda4
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


Questions?

Suggestions for FAQs?


Agenda5
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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