Attendees at the Infinity Software 2014 User Group Conference learned key implementation tips, from assembling the right project team and setting the proper timeline and expectations, to sound system building and deployment. Learn best practices from our implementation team for all project phases and put them to practice as you plan for future projects or current implementations.

1. PLANNING FOR SUCCESS: IMPLEMENTING
INFINITYHR

2. Introduction Planning Designing Building
Katie Cuthriell
Implementation Services Manager
Testing &
Training
Deployment Thank you

3. Introduction Planning Designing Building
Testing &
Training
Deployment Thank you
• Plan & Prepare: Understanding the company’s needs, vision and
goals is critical. Getting this step right is necessary so you don’t
waste time or back track.
 Set realistic goals
 Organize the right team
 Prioritize & document your requirements
 Choose an implementation approach (waterfall vs. scrum)
 Build a project timeline
 Prepare the client to actively participate in the project

4. Introduction Planning Designing Building
Design: Focus on optimizing the clients business processes.
 Focus on the client’s priorities and be strong with your best
recommendations for them
 Craft the optimal solution and get signoff from all
stakeholders
 Change management is key
Testing &
Training
Deployment Thank you

5. Introduction Planning Designing Building
Building:
Testing &
Training
 Making sure the client provides clean and current data in a
timely manner
 Track completion of ongoing deliverables
 Communication
 Consistent and positive updates
 Don’t rely solely on email
 Document everything
Deployment Thank you

6. Introduction Planning Designing Building
Testing &
Training
Deployment Thank you
Testing & Training: You will get out what you put in!
 Dedicate appropriate time and resources to test the system
 Testing begins with the audit request – this is also the point
when payroll can begin testing the sync
 Ask another implementation specialist to review the benefit
structure
 Setup the New Hire & Open Enrollment events
 Add a test employee to the system
 Walk through an event as an employee

7. Introduction Planning Designing Building
Testing & Training: Continued
Testing &
Training
Deployment Thank you
 Include the ongoing Account Manager on all trainings
 Make the training engaging and fun! Be friendly and
encouraging of the client using the new system.
 Follow best practices
 Become an expert: this is perhaps the most ignored. During
the implementation make sure the team spends time in the
system and completes each test plan.

8. Introduction Planning Designing Building
Deployment:
Testing &
Training
Deployment Thank you
 Make sure the client is in control of the system
 Be firm with deadlines but do not rush the client
 Understand how they would like to be checked up on
moving forward. Have the AM schedule ongoing meetings
to ensure success.

9. Introduction Planning Designing Building
Testing &
Training
Thank you!
Questions?
Deployment Thank you