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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 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

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 – 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: 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!
    • compass@emory.edu
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

slide24
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