The document outlines the key steps for implementing a new HR system called InfinityHR, including plan and prepare, design, build, testing and training, and deployment. Plan and prepare involves setting goals, organizing teams, documenting requirements, and preparing clients. Design focuses on optimizing business processes. Build requires clean data and consistent communication. Testing and training dedicates time to thoroughly test the system and make training engaging. Deployment ensures clients control the system and receive check-ins for ongoing success.

1. RELAX:
IMPLEMENTING INFINITYHR

2. Private & Confidential
Introduction
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you
Eric Balensiefer
Manager, Implementation &
Integration Services

3. Private & Confidential
Plan & Prepare
Introduction
Plan &
Prepare
Design Build
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. Private & Confidential
Design
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you
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

5. Private & Confidential
Build
Build:
 Make 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
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you

6. Private & Confidential
Testing & Training
Testing & Training: Engagement increases success!
 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 a colleague 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
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you

7. Private & Confidential
Testing & Training
Testing & Training: Continued
 Include the ongoing Account Manager on all trainings
 Make the training engaging and fun! Be friendly and
encourage the client to use 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.
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you

8. Private & Confidential
Deployment
Deployment:
 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.
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you

9. Private & Confidential
Deployment
Thank you!
Questions?
Introduction
Plan &
Prepare
Design Build
Testing &
Training
Deployment Thank you