IT Management ConsultingSystems IntegrationData Management2013 Unanet CustomerMeeting –Energizing the End-UserExperience
©2010 CapTech Ventures, Inc. All rights reservedWorkshop Flow2Wrap upand Q/A
©2010 CapTech Ventures, Inc. All rights reservedUnanet Course Guide DescriptionCase Study in Unanet Adoption: Energizing t...
©2010 CapTech Ventures, Inc. All rights reservedWho is CapTech?CapTech is a national technology consulting firm offering a...
©2010 CapTech Ventures, Inc. All rights reservedUnanet and CapTech: How did we get here?CapTech has been a Unanet customer...
©2010 CapTech Ventures, Inc. All rights reservedLife Before Unanet UpgradeOverviewResumesResumesStaffingMatrixStaffingMatr...
©2010 CapTech Ventures, Inc. All rights reservedIt Was Clear A Change Was NeededIn early 2012, a project wasinitiated to u...
©2010 CapTech Ventures, Inc. All rights reservedUnanet UpgradeProject Methodology8Our standard methodologyis the foundatio...
©2010 CapTech Ventures, Inc. All rights reservedBusiness Challenges to ImplementationsProject value cannot be fullyrealize...
©2010 CapTech Ventures, Inc. All rights reservedIntroducing Organizational Change ManagementMore than just a training team...
©2010 CapTech Ventures, Inc. All rights reservedLeadership and Stakeholder EngagementAssess the current environment, and p...
©2010 CapTech Ventures, Inc. All rights reservedLeadership and Stakeholder EngagementUnanet Upgrade Deliverables12Stakehol...
©2010 CapTech Ventures, Inc. All rights reservedLearning and DevelopmentDiscover how to develop a workforce that achieves ...
©2010 CapTech Ventures, Inc. All rights reservedLearning & DevelopmentUnanet Upgrade Deliverables14Training NeedsAssessmen...
©2010 CapTech Ventures, Inc. All rights reservedOrganizational AlignmentAlign the organization’s strategy, vision, culture...
©2010 CapTech Ventures, Inc. All rights reservedOrganizational AlignmentUnanet Upgrade Deliverables16Current Statevs. Futu...
©2010 CapTech Ventures, Inc. All rights reservedCommunicationsTo ensure project success, provide leadership with insight i...
©2010 CapTech Ventures, Inc. All rights reservedCommunicationsUnanet Upgrade Deliverables18CommunicationExamplesCommunicat...
©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet UpgradeIn September of 2012, we implemented the Staffing...
©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved Account Management ToolsAccount Manager...
©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved StaffingWe are able to accurately track...
©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved ReportingReports are generated in real-...
©2012 CapTech Ventures, Inc. All rights reserved.Questions or comments?Thank you for attending our workshop:Energizing the...
Upcoming SlideShare
Loading in …5
×

2013 Unanet Customer Meeting - Energizing User Experience - CapTech

510 views

Published on

Published in: Technology, Business, Education
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
510
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
3
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

2013 Unanet Customer Meeting - Energizing User Experience - CapTech

  1. 1. IT Management ConsultingSystems IntegrationData Management2013 Unanet CustomerMeeting –Energizing the End-UserExperience
  2. 2. ©2010 CapTech Ventures, Inc. All rights reservedWorkshop Flow2Wrap upand Q/A
  3. 3. ©2010 CapTech Ventures, Inc. All rights reservedUnanet Course Guide DescriptionCase Study in Unanet Adoption: Energizing the End-user ExperienceDo you realize the benefits Unanet can provide, but have a hard time getting youremployees to follow suit? Are your employees confused or hesitant to learn amore advanced feature? Implementation is important, but user adoption iscritical to the success of your release.Join CapTech Management consultant Ross Gilmore, Senior Manager, to learnbest practices for gaining user buy-in for your Unanet implementation.CapTech will present how they went from using Unanet exclusively as aTimesheet and Expenses tool for over 12 years to transforming their businessprocesses utilizing Unanets complete Professional Services Automation (PSA)suite. Specifically, we will discuss the organizational change managementstrategies used to get employees through the change curve, address elementsof resistance, and transition to enterprise adoption across varied user groups.These strategies can provide you with a framework to replicate success withyour implementation. 3
  4. 4. ©2010 CapTech Ventures, Inc. All rights reservedWho is CapTech?CapTech is a national technology consulting firm offering a full suite ofservices including management consulting, systems integration anddata management. We design, implement and integrate IT systems forAmerica’s most respected companies.Headquartered in Richmond, VA with offices in Reston, VA, Charlotte,NC, and King of Prussia, PACurrently, about 400 consultants across all offices serving clientsnationwideCapTech has been a Unanet customer for 13 years4©2013 CapTech Ventures, Inc. All rights reserved. Trademarks or registered trademarks of their respective trademark owners, which do not sponsor or otherwise endorse CapTech’s products and services. Thispublication is for informational or educational purposes only, without representation or warranty of any kind, and CapTech shall not be liable for errors or omissions respect to this publications.
  5. 5. ©2010 CapTech Ventures, Inc. All rights reservedUnanet and CapTech: How did we get here?CapTech has been a Unanet customer for 13 yearsUnanet has been the primary tool for timesheet and expense entry foralmost the life of CapTech.In 2012, kicked off an initiative to upgrade to Unanet’s Projec tPortfolio license, integrating Unanet’s many features into our businessprocesses, including:•Timesheet and Expense management•Invoice creation and tracking•Opportunity and Staffing management•Forecasting•Project management5
  6. 6. ©2010 CapTech Ventures, Inc. All rights reservedLife Before Unanet UpgradeOverviewResumesResumesStaffingMatrixStaffingMatrixPortalPortalStaffingMatrixStaffingMatrixPortalPortal UnanetUnanetSkills InventorySkills Inventory StaffingManagementStaffingManagementCRMCRMOpportunityManagementOpportunityManagementProject Setup & ManagementProject Setup & ManagementUnanetUnanetTime &ExpensesTime &ExpensesUnanetUnanetInvoicingInvoicingAccessAccessOur business processes were developed when we are a much smallercompany and are manual and disjointed across multiple systems
  7. 7. ©2010 CapTech Ventures, Inc. All rights reservedIt Was Clear A Change Was NeededIn early 2012, a project wasinitiated to use Unanet as thesingle source of data for: Skills Management Staffing & Recruiting Opportunity Management Invoicing *Receivables (when availablein Unanet)
  8. 8. ©2010 CapTech Ventures, Inc. All rights reservedUnanet UpgradeProject Methodology8Our standard methodologyis the foundation of all ourOrganizational ChangeManagement services andwas used during the lifecycleof the Unanet Upgradeinitiative
  9. 9. ©2010 CapTech Ventures, Inc. All rights reservedBusiness Challenges to ImplementationsProject value cannot be fullyrealized until the workforceadopts the change!9
  10. 10. ©2010 CapTech Ventures, Inc. All rights reservedIntroducing Organizational Change ManagementMore than just a training team, the Organizational ChangeManagement framework effectively guides the transition of individualsand entire organizations from a current state to a desired future state.We do this by working in four disciplines:• Leadership and stakeholder engagement• Learning and development• Organizational alignment• Communications10
  11. 11. ©2010 CapTech Ventures, Inc. All rights reservedLeadership and Stakeholder EngagementAssess the current environment, and provide a concrete action plan toremove individual and organizational barriers to change.Specific initiatives:• Stakeholder analysis - how will Unanet’snew features affect each user group?• Sponsorship management plan – ensurethat senior leadership is on board• Champion framework• Change readiness assessment• Change metrics evaluation report11
  12. 12. ©2010 CapTech Ventures, Inc. All rights reservedLeadership and Stakeholder EngagementUnanet Upgrade Deliverables12StakeholderMetricsImpactAssessmentSponsorAction Plan
  13. 13. ©2010 CapTech Ventures, Inc. All rights reservedLearning and DevelopmentDiscover how to develop a workforce that achieves the business goals.Specific initiatives:• Audience and needs analysis – understand what it isyou want• Training strategy – what is the best method fordelivering the training?• Participant and instructor materials – will youhave handouts? PowerPoint?• Evaluation and performance metrics reports –how will you know you were successful?13
  14. 14. ©2010 CapTech Ventures, Inc. All rights reservedLearning & DevelopmentUnanet Upgrade Deliverables14Training NeedsAssessmentTraining Materials
  15. 15. ©2010 CapTech Ventures, Inc. All rights reservedOrganizational AlignmentAlign the organization’s strategy, vision, culture, processes, leadership,teams and individuals, guaranteeing that current and future stateinitiatives are met.Specific initiatives:• Current organizational assessment – how arewe using Unanet today?• Organizational transition plan – what is thevision for using Unanet moving forward andhow will we get there?• Competency and proficiency models15
  16. 16. ©2010 CapTech Ventures, Inc. All rights reservedOrganizational AlignmentUnanet Upgrade Deliverables16Current Statevs. FutureState ProcessDiagramsConference Room Pilots wereconducted with CapTechleadership to ensure theproposed Unanet design alignedwith CapTech’s vision andculture.Need currentstate flow here
  17. 17. ©2010 CapTech Ventures, Inc. All rights reservedCommunicationsTo ensure project success, provide leadership with insight into end-user acceptance and keep end users aware of what will change andhow the changes will impact themSpecific initiatives:• Communications plan – how will you let themknow what’s coming and when?• Change management strategy• Organizational readinessand change• Knowledge transfer plan – after the upgrade,what will be business as usual?17
  18. 18. ©2010 CapTech Ventures, Inc. All rights reservedCommunicationsUnanet Upgrade Deliverables18CommunicationExamplesCommunicationPlan
  19. 19. ©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet UpgradeIn September of 2012, we implemented the Staffing portion of ourproject• Account Managers and Business Development team are inputtingopportunities and pipeline and managing our staff across multipleclients• Our resource utilization improved significantly as it has becomeeasier to staff our consultantsIn December of 2012, we fully implemented the Unanet invoicing• Decreased the time invoices went out the door by over two weeksand improving with each monthWe are still finding new ways to integrate business processes intoUnanet!
  20. 20. ©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved Account Management ToolsAccount Managers now have more access in front of them than everbefore, with the data empowering them to make the right staffingdecisions every day
  21. 21. ©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved StaffingWe are able to accurately track our supply and demand across ourPractice Areas, skills, and locations21©2013 CapTech Ventures, Inc. All rights reserved. Trademarks or registered trademarks of their respective trademark owners, which do not sponsor or otherwise endorse CapTech’s products and services. Thispublication is for informational or educational purposes only, without representation or warranty of any kind, and CapTech shall not be liable for errors or omissions respect to this publications.
  22. 22. ©2010 CapTech Ventures, Inc. All rights reservedLife After Unanet Upgrade:Improved ReportingReports are generated in real-time that accurately depict project financials,staffing decisioning, and opportunity management. Unanet has enabledus to generate reports that were never possible before.
  23. 23. ©2012 CapTech Ventures, Inc. All rights reserved.Questions or comments?Thank you for attending our workshop:Energizing the End-User ExperienceRoss GilmoreSenior Managerrgilmore@captechconsulting.com(804) 683-0536Nathan TatumSenior Managerntatum@captechconsulting.com(804) 814-9419

×