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1 of 39
June, 2020
SuccessFactors
New LMS
Administrative
Features
MBI – GP Strategies Company Confidential
2
The New SuccessFactors Admin Interface
3
Terminology Changes
”Users”
“Learning”
“Scheduled Offerings”
“Classes”
“Catalogs”
“Questionnaire Surveys”
“Content Networks”
“Documents”
“Domains”
“Record configuration”
“Custom Columns”
”Subject Areas” / “Topics”
“Segments”
”People”
“Learning Activities”
“Classes”
“Cohorts”
“Libraries” [both Admin and Learners – in Preview]
“Surveys”
“Open Content Network”
“Document Links”
“Security Domains”
“Entity Configuration” [only available in the old UI]
“Custom Fields”
“Categories” [both Admin and Learners – in Preview]
“Agenda Template”, then create a ‘Class’ will be based on the Agenda Template
TO THIS:FROM THIS:
4
How to Access New Interface – Foundation Home Page
5
How to Access Old Interface
6
How to Access New Interface
from the Current LMS Admin Home Page
7
New Interface Navigation
CAPABILITIES,
CRITERIA,
and
SAVED FILTERS
have stayed
the same
8
Searching and Filtering
9
Item Creation
Removal of Wizard
Item Shell Creation Only
Additional updates are done within the
item record
• ITEM CLASSIFICATION
• SEGMENT LENGTH
• DESCRIPTION
• ETC.
Updates to Item Creation Capabilities
10
New Record Navigation Layout
Online Content – Restructured
Everything can
now be managed
from one view!
SAP SF learning now
features a restructured
association of online
content to an item.
12
Online Content – Revising
13
Online Content – Revising
14
Recommended Steps for Revising
Notify users currently in
progress to complete
current version and that a
new one is coming soon
Determine if this is a major
change that you want ALL
users to retake the new content
Upload the new content
and create a new content
object and add to the
new revised item
Take final step to finalize
revision in the item to make
the item production ready
Begin revision process to
create the new version – but
to not make production ready
Set up the old revision to be
a substitute for the new revision
(if you don’t want those who have
completed to retake the training)
2 4 6
1 3 5
15
Agenda Template
16
Agenda Template
17
Now called Entity Configuration
Record Configuration
This view is from OLD LMS Admin UI
• In the new Admin UI, this is not available.
• Inheriting what you currently have in your admin
interface and transferring it to the new interface.
No changes will be able to be made after that.
• All fields (going forward) are pre-defined.
*Possible plans to reactivate capabilities to make changes in future releases.
Timed Assessments
SuccessFactors added
support for time restrictions
on assessments.
The amount of time a user
has to complete an exam
can be defined.
• Create an assessment > Exam
• Go to Settings…
Timed Assessments
You Can Now
Enter Duration
of the Assessment!
Assigned and Completed Items Improved Display
You can experience
a better loading of a
user's assigned and
completed items
in the UI with the
updated query.
New Filters of Assigned Items
Additional Filtering Options
Assigned Items – Filter: Completed Items
The Result is
3 Completed Out of the 5
Assigned Courses (In Total)
Learning Plan Report
A new field called
Failure Date Field
has now been added to the
standard learning plan report.
24
Recommendations for Preparedness
25
What You Can Do To Prepare
REVIEW THE SYSTEM
AND ASSESS
IMPACTS ON CURRENT
BUSINESS PROCESSES
DEVISE
COMMUNICATION
PLAN TO
STAKEHOLDERS
DEVELOP / UPDATE
CUSTOMIZED
JOB AIDES AND
PROCESS CHANGES
TRAIN
ADMINISTRATORS
UPDATE
FLASHED-BASED
LEARNING MATERIALS
(VIDEOS, ETC.)
26
A Representative Plan
27
Deployment Considerations
Start with admins with
the most permissions
(e.g. super user)
then progress to admins
with lesser permissions
(e.g. local trainers).
Refer to SAP
Community for training
materials before
creating / updating
existing materials.
Encourage Admins
to practice frequently
performed tasks,
e.g. creating an
online item.
For organizations
with a large number
of Admins, hold
Q&A sessions with
Super Users.
Evaluate help desk
forms where end users
submit requests for
information, e.g. new
fields are required.
28
Start the Move to Assessments
• Identify exams still in use
• Devise a plan to migrate
questions into assessment
format
• Manual creation of
assessments
*Start all new creation in assessments.
*Any non-proctored exams can start to
be moved now.
29
Our Services
30
Training Offering
System Admin Training
•
Train the Trainer Session
•
Role Based Admin Training
•
Report Developer (PRD) Training
31
Change Management
Customized Training
• Live Q&A
• Videos/Simulations
• PDF Materials
Communication Strategy
Communication Plan
Plan Execution
32
PQE Move to Assessments
• Assess Process / Data, and Plan for Migration
• Export and Reformat Active Questions
• Import into Question Library
• Resolve Deviations
• Manually Create Exams in Assessments
• Data Verification
33
Validation
• Test Planning
• Develop Master Validation Plan
• Risk Assessment
• User and Functional Requirements
• Trace Matrix
• Test Scripts (utilize Validation Tool Kit as an accelerator)
• Validation Summary Report
34
Custom Report Development
Report Gap Analysis Workshop
•
Custom Report Development
•
Performance Tuning and/or
Enhancement of Existing OOB
and/or Customer-developed Reports
•
HANA Database Report Testing,
Remediation and Development
•
Reporting Standards and
Template Development
35
Requirements Review and Process Flows
(e.g. user creation, approval, etc.)
Updates to Provisioning and data model
Update data model
Configuration Consulting and Implementation
(e.g. Consent Statement, Assignment Profiles, Site
Branding, Notifications, etc.)
API Data Import
UAT Support and Training
Deployment and Roll Out
External User
37
Flash Conversion
Simple Framework ConversionOriginal Flash
In this case, the client has fairly sufficient documentation regarding their
course repositories and source content.
We would break down the effort as follows:
Considerations
• The desired content to convert is known (~100 courses)
• The course source files are available to leverage.
• The conversion team can access the course files and client LMS.
• We are using a consistent template to convert and deploy the content.
• All of the content will be deployed consistently.
Strategy
A short analysis will be conducted to
determine the overall effort to convert.
The team will look at a sample group of
the course files for items such as
duration, how much flash is utilized, and
complexity in order to determine overall
time/cost of conversion.
The team will then work with the client
to convert, test, re-post, and archive
files as required.
CASE STUDY
Client A – Project Overview
38
Strategy
Initial Analysis Work
• Work through security/access needs with
the client, and determine the time to
access or transfer files as appropriate.
• Work with the client to access content
servers, if needed, to determine which
courses contain flash.
• Work with the client to prioritize courses
(if desired by client) and whittle down the
list of courses to be re-built.
Final Analysis
• The team will look at a larger,
representative sample group of the
course files.
• The team will determine overall time/cost
to convert given duration, how much
flash is utilized, complexity, and all other
considerations determined during the
Initial Analysis Work.
• The team will then work with the client to
rebuild/convert, test, re-post, and archive
files as required.
CASE STUDY
Client B – Project Overview
39
In this case, little information about the course catalog to be converted is
available and significant discovery and analysis are required to determine
overall effort.
We would break down the effort as follows:
Considerations
• The course repositories are large (1,000+ courses, and it is unknown which contain flash).
• The client does not have the course source files. Courses may need to be fully rebuilt since
source files aren't available.
• The team will have to work with the client to get access to the courses and LMS.
• There are multiple course templates that will need to be utilized.
• The deployment strategies differ for some course.
We’re at our best when helping our clients achieve their best.
Making a meaningful impact on the world together.
We’re social, chat with us!
gpstrategies.com
@gpcorp gpstrategies blog.gpstrategies.com gp-strategies-corporation GPStrategiesCorp info@gpstrategies.com
© 2020 GP Strategies Corporation. All rights reserved. GP Strategies, GP Strategies and logo design, Academy of Training, Asentus, B2B Engage, Bath Consultancy Group, Beneast Training, BlessingWhite, CLS Performance Solutions, Clutterbuck
Associates, Communication Consulting, Effective-People, Emantras, Future Perfect, GP Sandy, Hula Partners, IC Axon, Information Horizons, Jencal Training, Lorien Engineering Solutions, Marton House, Maverick Solutions, McKinney Rogers,
Milsom, Option Six, PCS, PerformTech, PMC, Prospero Learning Solutions, Rovsing Dynamics, RWD, Smallpeice Enterprises, TTi Global, Ultra Training, Via Training, YouTrain, EtaPRO, GPCALCS, GPiLEARN, GPiLEARN+, GPSteam, and VirtualPlant are
trademarks or registered trademarks of GP Strategies Corporation in the U.S. and other countries. All other trademarks are trademarks or registered trademarks of their respective owners. Proprietary to GP Strategies Corporation
40
Contact us to learn more about the SAP
SuccessFactors New LMS Administrative Features
and how you can prepare your organization.

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Discovering the New SuccessFactors LMS Admin Features

  • 1. June, 2020 SuccessFactors New LMS Administrative Features MBI – GP Strategies Company Confidential
  • 2. 2 The New SuccessFactors Admin Interface
  • 3. 3 Terminology Changes ”Users” “Learning” “Scheduled Offerings” “Classes” “Catalogs” “Questionnaire Surveys” “Content Networks” “Documents” “Domains” “Record configuration” “Custom Columns” ”Subject Areas” / “Topics” “Segments” ”People” “Learning Activities” “Classes” “Cohorts” “Libraries” [both Admin and Learners – in Preview] “Surveys” “Open Content Network” “Document Links” “Security Domains” “Entity Configuration” [only available in the old UI] “Custom Fields” “Categories” [both Admin and Learners – in Preview] “Agenda Template”, then create a ‘Class’ will be based on the Agenda Template TO THIS:FROM THIS:
  • 4. 4 How to Access New Interface – Foundation Home Page
  • 5. 5 How to Access Old Interface
  • 6. 6 How to Access New Interface from the Current LMS Admin Home Page
  • 9. 9 Item Creation Removal of Wizard Item Shell Creation Only Additional updates are done within the item record • ITEM CLASSIFICATION • SEGMENT LENGTH • DESCRIPTION • ETC. Updates to Item Creation Capabilities
  • 11. Online Content – Restructured Everything can now be managed from one view! SAP SF learning now features a restructured association of online content to an item.
  • 14. 14 Recommended Steps for Revising Notify users currently in progress to complete current version and that a new one is coming soon Determine if this is a major change that you want ALL users to retake the new content Upload the new content and create a new content object and add to the new revised item Take final step to finalize revision in the item to make the item production ready Begin revision process to create the new version – but to not make production ready Set up the old revision to be a substitute for the new revision (if you don’t want those who have completed to retake the training) 2 4 6 1 3 5
  • 17. 17 Now called Entity Configuration Record Configuration This view is from OLD LMS Admin UI • In the new Admin UI, this is not available. • Inheriting what you currently have in your admin interface and transferring it to the new interface. No changes will be able to be made after that. • All fields (going forward) are pre-defined. *Possible plans to reactivate capabilities to make changes in future releases.
  • 18. Timed Assessments SuccessFactors added support for time restrictions on assessments. The amount of time a user has to complete an exam can be defined. • Create an assessment > Exam • Go to Settings…
  • 19. Timed Assessments You Can Now Enter Duration of the Assessment!
  • 20. Assigned and Completed Items Improved Display You can experience a better loading of a user's assigned and completed items in the UI with the updated query.
  • 21. New Filters of Assigned Items Additional Filtering Options
  • 22. Assigned Items – Filter: Completed Items The Result is 3 Completed Out of the 5 Assigned Courses (In Total)
  • 23. Learning Plan Report A new field called Failure Date Field has now been added to the standard learning plan report.
  • 25. 25 What You Can Do To Prepare REVIEW THE SYSTEM AND ASSESS IMPACTS ON CURRENT BUSINESS PROCESSES DEVISE COMMUNICATION PLAN TO STAKEHOLDERS DEVELOP / UPDATE CUSTOMIZED JOB AIDES AND PROCESS CHANGES TRAIN ADMINISTRATORS UPDATE FLASHED-BASED LEARNING MATERIALS (VIDEOS, ETC.)
  • 27. 27 Deployment Considerations Start with admins with the most permissions (e.g. super user) then progress to admins with lesser permissions (e.g. local trainers). Refer to SAP Community for training materials before creating / updating existing materials. Encourage Admins to practice frequently performed tasks, e.g. creating an online item. For organizations with a large number of Admins, hold Q&A sessions with Super Users. Evaluate help desk forms where end users submit requests for information, e.g. new fields are required.
  • 28. 28 Start the Move to Assessments • Identify exams still in use • Devise a plan to migrate questions into assessment format • Manual creation of assessments *Start all new creation in assessments. *Any non-proctored exams can start to be moved now.
  • 30. 30 Training Offering System Admin Training • Train the Trainer Session • Role Based Admin Training • Report Developer (PRD) Training
  • 31. 31 Change Management Customized Training • Live Q&A • Videos/Simulations • PDF Materials Communication Strategy Communication Plan Plan Execution
  • 32. 32 PQE Move to Assessments • Assess Process / Data, and Plan for Migration • Export and Reformat Active Questions • Import into Question Library • Resolve Deviations • Manually Create Exams in Assessments • Data Verification
  • 33. 33 Validation • Test Planning • Develop Master Validation Plan • Risk Assessment • User and Functional Requirements • Trace Matrix • Test Scripts (utilize Validation Tool Kit as an accelerator) • Validation Summary Report
  • 34. 34 Custom Report Development Report Gap Analysis Workshop • Custom Report Development • Performance Tuning and/or Enhancement of Existing OOB and/or Customer-developed Reports • HANA Database Report Testing, Remediation and Development • Reporting Standards and Template Development
  • 35. 35 Requirements Review and Process Flows (e.g. user creation, approval, etc.) Updates to Provisioning and data model Update data model Configuration Consulting and Implementation (e.g. Consent Statement, Assignment Profiles, Site Branding, Notifications, etc.) API Data Import UAT Support and Training Deployment and Roll Out External User
  • 36. 37 Flash Conversion Simple Framework ConversionOriginal Flash
  • 37. In this case, the client has fairly sufficient documentation regarding their course repositories and source content. We would break down the effort as follows: Considerations • The desired content to convert is known (~100 courses) • The course source files are available to leverage. • The conversion team can access the course files and client LMS. • We are using a consistent template to convert and deploy the content. • All of the content will be deployed consistently. Strategy A short analysis will be conducted to determine the overall effort to convert. The team will look at a sample group of the course files for items such as duration, how much flash is utilized, and complexity in order to determine overall time/cost of conversion. The team will then work with the client to convert, test, re-post, and archive files as required. CASE STUDY Client A – Project Overview 38
  • 38. Strategy Initial Analysis Work • Work through security/access needs with the client, and determine the time to access or transfer files as appropriate. • Work with the client to access content servers, if needed, to determine which courses contain flash. • Work with the client to prioritize courses (if desired by client) and whittle down the list of courses to be re-built. Final Analysis • The team will look at a larger, representative sample group of the course files. • The team will determine overall time/cost to convert given duration, how much flash is utilized, complexity, and all other considerations determined during the Initial Analysis Work. • The team will then work with the client to rebuild/convert, test, re-post, and archive files as required. CASE STUDY Client B – Project Overview 39 In this case, little information about the course catalog to be converted is available and significant discovery and analysis are required to determine overall effort. We would break down the effort as follows: Considerations • The course repositories are large (1,000+ courses, and it is unknown which contain flash). • The client does not have the course source files. Courses may need to be fully rebuilt since source files aren't available. • The team will have to work with the client to get access to the courses and LMS. • There are multiple course templates that will need to be utilized. • The deployment strategies differ for some course.
  • 39. We’re at our best when helping our clients achieve their best. Making a meaningful impact on the world together. We’re social, chat with us! gpstrategies.com @gpcorp gpstrategies blog.gpstrategies.com gp-strategies-corporation GPStrategiesCorp info@gpstrategies.com © 2020 GP Strategies Corporation. All rights reserved. GP Strategies, GP Strategies and logo design, Academy of Training, Asentus, B2B Engage, Bath Consultancy Group, Beneast Training, BlessingWhite, CLS Performance Solutions, Clutterbuck Associates, Communication Consulting, Effective-People, Emantras, Future Perfect, GP Sandy, Hula Partners, IC Axon, Information Horizons, Jencal Training, Lorien Engineering Solutions, Marton House, Maverick Solutions, McKinney Rogers, Milsom, Option Six, PCS, PerformTech, PMC, Prospero Learning Solutions, Rovsing Dynamics, RWD, Smallpeice Enterprises, TTi Global, Ultra Training, Via Training, YouTrain, EtaPRO, GPCALCS, GPiLEARN, GPiLEARN+, GPSteam, and VirtualPlant are trademarks or registered trademarks of GP Strategies Corporation in the U.S. and other countries. All other trademarks are trademarks or registered trademarks of their respective owners. Proprietary to GP Strategies Corporation 40 Contact us to learn more about the SAP SuccessFactors New LMS Administrative Features and how you can prepare your organization.

Editor's Notes

  1. Data Revised 02.07.20 Information Classification Information classification is a critical part of GP Strategies data security.  The following classifications should be applied to any document that is not classified as PUBLIC INFORMATION.  For more information regarding information classification and handling, please visit the IT Security Center https://gpweb.gpstrategies.com/corp/its/Security/Security-Home.aspx High Business Impact (HBI - GP Strategies Company Confidential) This classification category MUST be assigned to information asset types where unauthorized disclosure could cause severe or catastrophic material loss to GP Strategies, the Information Asset Owner, or relying parties. These are not actual GP Strategies classifications but some illustrative examples of what could be classified as HBI by the Information Asset Owner: • Authentication/authorization credentials and/or other information that can be used to directly or indirectly authenticate or authorize valuable transactions • Information under strict regulatory handling requirements (e.g., Directive 95/46/EC, GLBA, PCI, HIPAA, and CA SB1386) and/or business secrets (e.g., unannounced financials, trade secrets) • Source code, symbols, binaries, or specifications that could negatively impact GP Strategies competitive advantage or Intellectual Property rights   Moderate Business Impact (MBI - GP Strategies Company Confidential) This classification category MUST be assigned to information asset types where unauthorized disclosure could cause serious material loss to GP Strategies, the Information Asset Owner, or relying parties. These are not actual GP Strategies classifications but some illustrative examples of what could be classified as MBI by the Information Asset Owner: • Unreleased training materials and network infrastructure configurations and/or designs • Source code or binaries that, if reverse engineered or cloned, could result in serious material impact to the quality and/or integrity of GP Strategies products or brand.   Low Business Impact (LBI - GP Strategies Company Confidential) This classification category MUST be assigned to information asset types where unauthorized disclosure could result in none to limited material loss to GP Strategies, the Information Asset Owner, or relying parties. These are not actual GP Strategies classifications but some illustrative examples of what could be classified as LBI by the Information Asset Owner: • Companywide announcements and information that all employees, contractors, and those under NDA have been approved to read • Source code for publicly released training materials.   Public Information: This classification category is assigned to information intended for public use that, when used as intended, would have no adverse effect on the operations, assets, or reputation of GP Strategies, or the GP Strategies' obligations concerning information privacy. Public information requires no labeling.
  2. Dani Horwath