Empowering Super Users: Transition Support Webinar Overview

1. Super User Webinar Four“Providing Transition Support” Presented by: Project Compass Organizational Change Management Team 08/27/2009

2. Webinar Objectives • Prepare Super Users to Meet Their September Objective to “Provide Transition Support” • Provide Super Users with Special Tools and Support for Transition

3. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

4. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

5. Guest Speaker Belva White Associate VP for Finance & Controller

6. Super User Objectives We’ll achieve this objective in four step-wise phases.

7. Enabling Change - The Super User’s Role July August June September

8. Reinforce Learning Help Users Plan Their Training Enabling Change - The Super User’s Role Provide Transition Support Prepare Yourself for Change July August Enabling Change June September June

9. Reinforce Learning August – Reinforce Learning July August

10. “Talk to the Expert” Webinars and Open Houses * The Grants Open Houses will present all related course material, and are positioned as an alternative to the distance learning course

11. August – Reinforce Learning Do you have any questions, concerns or additional needs related to your “August – Reinforce Learning?

12. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

13. Reinforce Learning Help Users Plan Their Training Enabling Change - The Super User’s Role Provide Transition Support Prepare Yourself for Change July August Enabling Change September June

14. Communications Update • Compass is not a Project anymore!

15. Communications Update • One more Project Compass Bulletins before go-live! • Accessing Training via Project Compass web site • “Short List” of Preparation Activities • Compass Toolbox • Support Information

16. New Way to Access Training

17. Compass Toolbox • The Compass Toolbox is the one-stop for “go-live” support and materials. • Includes seven main sections: • Module Help & Job Aids • Known Issues/Troubleshooting Guide • Release Notes • Key Dates/Calendar • Reporting • Help Desk Contacts & Technical Support • Training (Ongoing Support) • The Module Help & Job Aids sections include links to module specific job aids and FAQs.

18. “Short List” of Go-Live Tasks • Complete your training! • What will you need to do next week? Focus there! • Find your new department number and SmartKeys. • A new crosswalk old-to-new is on the Compass web site • Once we are live, you will be able to access the crosswalk from inside PeopleSoft • Connect to the support infrastructure • Review the Support Page on the Compass web site • Find your Super User • Consider the impact of the transition to existing procedures and policy. • A new set of revised forms will be posted to the Compass web site over the next day or so

19. Support: Support Center Overview Compass Support Center - Effective 9/1/2008 Hours: 8 am to 5 pm (M-F) Telephone number – 7-7000 Email – compass@emory.edu Website – http://compass.emory.edu Mobile Support – rotational sessions • 7-7000 will be set up as a “Call Tree”, but users can obtain help calling direct to: • EU System Access (7-7777) • EHC System Access (8-HELP) • EU AP/TE/Emory Express (7-5400) • EHC AP/TE/PMM (6-2441) • EU EPEX/Grants (7-2018) • EU AR/Billing (7-4024) • ALL GL/reporting/general (7-7000) • Scripts will be used during support and non-support hours to direct users to answers of frequently asked questions before number options are presented and while on hold Compass Call Tree Structure (Call 7-7000) Tier One: Keypad: Area: #1 University #2 Healthcare Tier Two: University Tree: Keypad: Area: #1 Access to University systems #2 University AP/Expense/Emory Express #3 EPEX Budgets/Grants #4 GL, Reporting, Compass Access #5 Accounts Receivable/Billing #6 Default to Compass #7 Repeat the options Healthcare Tree: Keypad: Area: #1 Access to Healthcare systems #2 Healthcare AP/Expense/PMM #3 Default to Compass

20. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

21. System Outages Impact Users

22. Reminder – How to Stay Connected! • Compass Website • http://www.compass.emory.edu • Super User Web Page • Key Communications • Project Compass Management Bulletins (weekly) • Compass Support • Call 7-7000 • Email Compass Change Management Team! • compass@emory.edu

23. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

24. Questions? Suggestions for FAQs?

25. Agenda • Welcome – Teresa Hauck • Special Guest – Belva White, Assoc. VP for Finance & Controller • Review of Progress to Date • Tools and New Information • What’s Next • Questions? Presenters: Teresa Hauck and Zee Mehar

26. Thank you!