Getting Started With Clarizenmkt.clarizen.com/rs/clarizen/images/FINAL-Getting Started With... ·...

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Getting Started With Clarizen



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?



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



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



Our Adoption Curve

12

3

4

X

5

6WE ARE

HERE

Early Adopters: Broad communications. Projects continue to join based on opportunity. 3

3



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



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



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



Lessons Learned



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



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



Team Onboarding

!   Developed Repeatable Process !   Level of support varies significantly !   Most support was required early !   Know PM processes before setup !   Import Existing Data



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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!   Leverage grids, adding data elements, filters, and sorts

•  Understand the data fields available •  Understand how things relate to each other


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!   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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!   Many ways to do things •  Focus on the primary way first •  User sophistication will evolve over time



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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