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Transcript of Getting Started With Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Getting Started With... ·...
Copyright © 2015 Clarizen@Work. All rights reserved !!
#ClarizenAtWork15 v www.clarizen.com!
Getting Started With Clarizen
Copyright © 2015 Clarizen@Work. All rights reserved !!
#ClarizenAtWork15 v www.clarizen.com!
Featuring:
Ariel Rak Sr. Director of Global Professional Services
Clarizen
Brian Smith Director, Technology Enablement, Advisory Services
KPMG, LLP
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Agenda
! The KPMG Use Case
! The Adoption Process
! Lessons Learned
! What’s Next?
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The KPMG Use Case
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! Global Audit, Tax, and Advisory Professional Services Firm • Multiple Industries • Multiple Services • Multiple Tools and Processes
! US Advisory Services ! Current Tools – MS Project, Excel, and Many Others
5
Who is KPMG?
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Levels of Deployment
KPMG
INTERNAL TEAMS SECTORS
DELIVERY TEAMS
CLIENTS
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The Adoption Process
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How They Went About Getting There — The Journey
FORM DEPLOYMENT
TEAM
What support processes must we put in place?
INITIAL PROJECT PILOTS
GENERAL DEPLOYMENT
PHASE 1
GENERAL DEPLOYMENT
PHASE 2
How should we configure Clarizen?
How should we communicate with the users?
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Our Adoption Curve
12
3
4
X
5
6WE ARE
HERE
Build the Team: Identified manager and support staff. Plan the deployment. 1
1
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Our Adoption Curve
12
3
4
X
5
6WE ARE
HERE
Innovators and Enthusiasts: Pilots self-selected or chosen by leadership. Become champions and evangelists for the solution. 2
2
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Our Adoption Curve
12
3
4
X
5
6WE ARE
HERE
Early Adopters: Broad communications. Projects continue to join based on opportunity. 3
3
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Our Adoption Curve
12
3
4
X
5
6WE ARE
HERE
Early Majority: Internal marketing push. Scalability is critical. — more training, support, customization, and configuration. Usage is still optional. 4
4
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Our Adoption Curve
12
3
4
X 6WE ARE
HERE
Late Majority: Usage will become mandatory — or need a good reason to not use it. 5
5
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Our Adoption Curve
12
3
4
X
5
6WE ARE
HERE
Laggards: Can’t or won’t adopt fully for a variety of valid reasons. Will need to modify use model. 6
6
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Lessons Learned
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Clarizen Customer Success Engaging Clarizen to Build a Center for Excellence
! Always a joint team • Weekly status meetings • Leveraged Clarizen for coordination
! Conducted initial training ! Supports the difficult configurations ! Answers the hard questions ! Weekly dedicated Q&A sessions ! Small focused team
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Organizational Change Management
! Communication is Critical ! Focus on Value ! Strong Executive Sponsorship ! Shifted to Targeted
Communications and Training ! Know the Audience ! Product Champions were Key
EXECUTIVE
MANAGEMENT / CHAMPIONS
END USERS
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Team Onboarding
! Developed Repeatable Process ! Level of support varies significantly ! Most support was required early ! Know PM processes before setup ! Import Existing Data
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Team Onboarding
! Communicate simple sequence for building a plan
• Work Breakdown Structure • Dependencies • Durations • Adjust work and dates • Add resources • Baseline • Activate
! Determine the right hierarchy ! Portfolios or no portfolios? ! Use Templates ! Scale the plan to a
manageable level
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Points of Emphasis
• Real time updates • MS Project import – use
one PM tool, not both • User permissions model • The relationship of
Cases to Work Items • Customizing Views • Context in Navigation • Use all the Modules • Simplify the Interface
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Creative Problem Solving
Flexibility gives you a lot of power. How do you use it?
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Creative Problem Solving
Flexibility gives you a lot of power. How do you use it?
! Leverage grids, adding data elements, filters, and sorts
• Understand the data fields available • Understand how things relate to each other
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Creative Problem Solving
Flexibility gives you a lot of power. How do you use it?
! Know how to configure the tool in real time to accomplish a task
• Show the data element you need • Remove it when done • Sometimes you may want to save a view,
but many times not
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Creative Problem Solving
Flexibility gives you a lot of power. How do you use it?
! Many ways to do things • Focus on the primary way first • User sophistication will evolve over time
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What’s Next?
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Next Steps
• Broader user access • More business units • Shifting to global rollout
• More robust support model integrated with a broader toolset
• Starting a new communication campaign
• More just in time training/support vs. one time training (Walk-me)
• Profiles and new reporting
module
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Thank You
Brian Smith
[email protected] www.KPMG.com
Ariel Rak
[email protected] www.clarizen.com