This document outlines the key steps for successfully implementing the InfinityHR system. It discusses (1) planning and preparing by understanding needs, setting goals, and building a timeline, (2) designing an optimal solution by focusing on priorities and recommendations, (3) building by providing clean data and consistent communication, and (4) testing and training through engaging sessions and practicing tasks to ensure expertise before (5) deploying the system and scheduling follow up meetings for ongoing success.

1. PLANNING FOR SUCCESS: IMPLEMENTING
INFINITYHR

2. Introduction Planning Designing Building
Katie Cuthriell
Implementation Services Manager
Testing &
Training
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3. Introduction Planning Designing Building
Testing &
Training
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• 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
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5. Introduction Planning Designing Building
Building:
Testing &
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 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
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6. Introduction Planning Designing Building
Testing &
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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
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 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:
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 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?
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