Slide left Slide right


Best Practice implementation in 10 steps

for small and medium-sized businesses (SMB)


Best Practice implementation of a Hubdrive HR module in 10 steps E-Learning
free
Light
$ 6,900
Standard
$ 19,900
Step 1: Kick-off, familiarization and definition of upcoming Hubdrive improvements
Preparation of the kick-off meeting and customization of templates (PowerPoint, checklist)
Inviting participants based on the provided template
Conducting the kick-off meeting and defining the detailed timeline
Participation in the kick-off meeting and completion of assigned tasks
Follow-up after the meeting, scheduling follow-up appointments and distributing tasks
Step 2: Setting up required system extensions for Hubdrive HR
Coordination with the customer's IT department prior to setup, based on the provided template
Granting access to the relevant Microsoft Cloud services
Setting up the production system
Setting up development and test systems
Documenting the systems using the customer-provided template
Creating and configuring users (if required, via PowerShell)
Assigning licenses and permissions for key users
Step 3: Train Hubdrive key users specifically on upcoming improvements
Send invitations to all key users for the training sessions in accordance with the kick-off meeting minutes
Ensure the production system is available and enabled for all key users
Introduction to the standard scope and training on the module's functions
Participation of the HR team and key users in the training sessions
Configuration of the module based on customer requirements (settings, templates, etc.)
Creation of initial data sets and independent use of functions by the key users
Documentation of requested customizations using the template and evaluation based on defined criteria
Step 4: Implement the customizations required for the current implementation phase in Hubdrive HR
Preparation of the customization list based on prioritization from the preceding training sessions
Coordination with the customer on the customizations to be implemented
Decision on the prioritization of the customizations to be implemented
Handover of planned implementations to Hubdrive for review and approval
Review, approval and feedback on the planned implementations by Hubdrive
Implementation and documentation of the customizations (8 hours, including documentation)
Quality control and approval of the implemented customizations and automations by Hubdrive
Step 5: Migrate the data required for the current implementation phase
Invite participants involved in the data migration
Collect master data and transactional data
Provide instruction on the data import templates and dependencies in accordance with the training materials
Perform initial test imports and answer questions related to the import process
Prepare all data using the templates and import it into the system
Ensure complete data import and document any remaining data that must be migrated before the Go-Live
Step 6: Key users gain hands-on experience with the customized solution
Prepare acceptance of the customizations (migration to the test system, adding test data)
Guided acceptance testing of the implemented customizations by the key users
Transfer approved customizations to the production system
Initial use of the system with production data by the HR team and key users
Support key users during initial testing (availability via Microsoft Teams chat)
Feedback session with key users to identify and highlight positive experiences
Follow-up and evaluation of the results from key-user testing
Documentation and follow-up of positive feedback for internal communication
Step 7: Internally communicate the value of the current Hubdrive implementation phase
Integrate key-user feedback into the communication templates
Coordinate the communication measures with the project team
Submit the planned communication measures to Hubdrive for validation
Align the communication measures with Hubdrive's experience and feedback
Provide the customer with the templates for the approved communication measures
Execute the communication measures based on the templates
Track the measures and ensure their execution
Step 8: Train participating users of the current implementation phase and support them in their first steps
Enable access for all end users to the production system with their respective roles
Create a snapshot/backup of the production system
Provide invitation templates for the customer's project team
Provide training materials, including key-user quotes, for training by the project team
Train all end users through the HR team and key users
Stand by to support the project team with questions or issues during training
Provide templates for the team to capture end-user feedback
If required: reset the production system to the backup state (prior to training)
Coordinate with the team, collect feedback and prepare the go/no-go decision
Step 9: Approve the use of upcoming improvements
Create the timelines for the system switchover based on the provided template
Prepare the decision document based on the provided template
If required: calculate an economic assessment of a delayed Go‑Live based on the provided template
Conduct the go/no‑go decision meeting
Ensure participation of all relevant stakeholders in the go/no‑go decision meeting
Provide the template to inform employees about the start of usage
Step 10: Execute Go-Live & final communication
Migrate any remaining transactional data into the production system
Provide support for the migration of any remaining transactional data, if required
Ensure that all users are enabled in the production system
Provide support via Microsoft Teams chat for the HR team during the first 5 days (max. 10 hours)
Review system usage and accumulated support requests after one week
Conduct a feedback meeting with the project team after 10 days, including presentation of usage dashboards
Communicate congratulations on the Go‑Live and the achieved improvements to all stakeholders
Ensure the project team communicates the successful Go‑Live to all employees
Provide the checklist for decommissioning the legacy systems to the customer’s IT team
Disable end‑user access to legacy systems
Verify the deactivation of all end users in legacy systems (7 days after Go‑Live)
Shut down and archive the legacy systems
Verify the shutdown and archiving of the legacy systems (30 days after Go‑Live)

Legend

Implementation partner
Provided by Hubdrive
Performed by the customer based on e-learning
Not available


3783  |    |    |  

Schedule a personal meeting

Interested in learning how your HR department can benefit from Microsoft & Hubdrive HR? Book a personal consultation with us to explore your options.


3655  |  Kunde  |    |  

Dyn ST EN