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Are You Ready to Upgrade?  Readiness Considerations and Lessons Learned   Robert Blohm and Justin Lane Compensation Technologies LLC
Discussion Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Compensation Technologies – Background ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Compensation Lifecycle Execution Stage Design Stage Integrated Infrastructure (Process and Technology) Compensation Plan Design,  Modeling, and Costing Analyze Program Analyze Process Compensation Processing, Reporting, and Administration Communicate  and Implement The most effective compensation programs are supported by a defined set of  processes  and robust  technology  at each phase of the compensation lifecycle. © 2007 Compensation Technologies LLC. – Proprietary & Confidential
Is it Time to Upgrade…?
Is it Time to Upgrade…? ,[object Object],[object Object],[object Object],[object Object],[object Object],Example:  Actuate has terminated support for V6 and V7 (used in  TrueComp ™  Viewer, TruePortal, and TrueInformation V3.x and earlier) Example:  Callidus Services and Technical Support Organizations  are in favor of not supporting V3.7 and earlier
Is it Time to Upgrade…? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Modeling and Process Calculation Storage and Increased  Functionality  Report  Automation and Auditing Management
Feature Benefits: Moving from TrueComp ™  3.x to 5.x  TrueComp ™  Features (Sample List) Effective Dating UI Input Validation Pipeline Performance Application Interoperability Unlimited Generic Attributes Run Pipeline by Business Unit XML Import and Validation Quota Management Integrated Modeling Full Auditing
Checklist:  Is It Time to Upgrade? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prioritize each “Yes” for Items 1–10 using 1(not relevant), 3 (we should), 5 (must do)
Project Approval – Building a Case for Change
Project Approval – Building Momentum ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Do they have the authority? If it is a major upgrade, there will be a  continuous stream of questions It depends – what is driving the project? There’s a process – if you haven’t  been through it, find someone who has Is there an impending event?  If not, find one and build the timeline accordingly Keep selling the project – especially if you are leapfrogging versions
Initial Business Case Drivers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Quantitative Qualitative ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Building the Case for An Upgrade  Quantitative Qualitative ,[object Object],[object Object],[object Object],[object Object]
Checklist:  Project Launch  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Each “Yes” for Items 1–10 is worth 5 points.
Planning for the Upgrade
Upgrade versus Re-Implementation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Opportunities and Considerations for Moving Forward ,[object Object],[object Object],[object Object],[object Object],[object Object]
Opportunities and Considerations for Moving Forward ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Opportunities and Considerations for Moving Forward ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Planning for the Upgrade ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Checklist:  Upgrade Readiness ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Be sure to close as many gaps as you can (if there are any) But, if you score 27 points or more, chances are your project is ready to roll. * 1=you’re joking right, 3=not great, but acceptable, 5=show us someone better
Case Study – Tellabs  Re-Implementation  3x to 5x
Case Study – Tellabs Re-Implementation 3x to 5x ,[object Object],[object Object],[object Object],[object Object],[object Object],Daily/Weekly Report Generation Frequency Approx. 20k Transactions per Month 2 Data Feeds 12 Number of Reports 34 Number of Compensation Plans TrueComp™ 3.7 to 5.2 Migration Path 350 Number of Payees Telecom/Manufacturing Industry  Client/Project Overview
Case Study – Tellabs Re-Implementation 3x to 5x ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study – Tellabs Re-Implementation 3x to 5x ,[object Object],[object Object],[object Object],[object Object],[object Object]
Questions…? Thank You!
Providing Value – How Comp Tech Can Help ,[object Object],[object Object],[object Object],[object Object],Manage ,[object Object],[object Object],[object Object],[object Object],Deploy ,[object Object],[object Object],[object Object],[object Object],[object Object],Strategize Comp Tech Support Upgrade Phase
Contact Information Comp Tech Robert Blohm Account Manager Mobile: 602.617.9916 Office:  480.444.5705 [email_address] Justin Lane Solution Architect Mobile: 480.388.9868 Office: 480.444.5717 [email_address] Tellabs Barb Novak Supervisor, Sales Support Office: 831.424.4919  [email_address]   Debra Krol Senior Sales Support Analyst Office: 630-798-3617  [email_address]
Feature Benefits: TrueComp ™  3.x – 5.x TrueComp ™  Feature Business Benefit 3.x 4.x 5.x Multi-dimensional Lookup Tables Create custom lookup tables to support complex scenarios    Business Unit Security Separate distinct areas of your business with BU security    Multiple Payments per Period Generate multiple payments per period     Data Mart and ETL Solution Data Mart provides separated optimized reporting environment    Improved Formula and Rules Use shared formulas and a range of new functions    Advanced Multiple User Allow multiple users to manage TrueComp ™  data at the same time   UI Input Validation Ensure imported data is correct with edit and validation   Effective Dating Maintain version history of all TrueComp ™  data   Pipeline Performance Significant improvements in TrueComp ™  pipeline performance   Multiple Calendar Support Define multiple calendars for support of payment cycles   Partial Rule Saves Work and go back to unfinished rules in your own time   XML Import and Validation Import TrueComp ™  data in XML format as well as relational   New J2EE Client Architecture Zero install UI is separated from database and business logic   Query Model TrueComp ™  UI provides extensive search capability   Integrated Modeling Forecast compensation expenses with integrated modeling  Relational Lookup Tables Lookup tables improved for performance and import  Application Interoperability Modify any data while the pipeline is running  Run Pipeline by Business Unit Run the Pipeline by a single or multiple BU  Unlimited Generic Attributes Use unlimited Extended Attributes on all TrueComp ™  data  Guided Data Entry TrueComp ™  guides for simplified data entry and diagnostics  Quota Management Single workspace to manage quota for the organization  Full Auditing SOX Compliance for auditability of data 

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Are You Ready To Upgrade: Readiness Considerations and Lessons Learned

  • 1. Are You Ready to Upgrade? Readiness Considerations and Lessons Learned Robert Blohm and Justin Lane Compensation Technologies LLC
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  • 4. Compensation Lifecycle Execution Stage Design Stage Integrated Infrastructure (Process and Technology) Compensation Plan Design, Modeling, and Costing Analyze Program Analyze Process Compensation Processing, Reporting, and Administration Communicate and Implement The most effective compensation programs are supported by a defined set of processes and robust technology at each phase of the compensation lifecycle. © 2007 Compensation Technologies LLC. – Proprietary & Confidential
  • 5. Is it Time to Upgrade…?
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  • 8. Feature Benefits: Moving from TrueComp ™ 3.x to 5.x TrueComp ™ Features (Sample List) Effective Dating UI Input Validation Pipeline Performance Application Interoperability Unlimited Generic Attributes Run Pipeline by Business Unit XML Import and Validation Quota Management Integrated Modeling Full Auditing
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  • 10. Project Approval – Building a Case for Change
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  • 15. Planning for the Upgrade
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  • 22. Case Study – Tellabs Re-Implementation 3x to 5x
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  • 28. Contact Information Comp Tech Robert Blohm Account Manager Mobile: 602.617.9916 Office:  480.444.5705 [email_address] Justin Lane Solution Architect Mobile: 480.388.9868 Office: 480.444.5717 [email_address] Tellabs Barb Novak Supervisor, Sales Support Office: 831.424.4919 [email_address] Debra Krol Senior Sales Support Analyst Office: 630-798-3617 [email_address]
  • 29. Feature Benefits: TrueComp ™ 3.x – 5.x TrueComp ™ Feature Business Benefit 3.x 4.x 5.x Multi-dimensional Lookup Tables Create custom lookup tables to support complex scenarios    Business Unit Security Separate distinct areas of your business with BU security    Multiple Payments per Period Generate multiple payments per period    Data Mart and ETL Solution Data Mart provides separated optimized reporting environment    Improved Formula and Rules Use shared formulas and a range of new functions    Advanced Multiple User Allow multiple users to manage TrueComp ™ data at the same time   UI Input Validation Ensure imported data is correct with edit and validation   Effective Dating Maintain version history of all TrueComp ™ data   Pipeline Performance Significant improvements in TrueComp ™ pipeline performance   Multiple Calendar Support Define multiple calendars for support of payment cycles   Partial Rule Saves Work and go back to unfinished rules in your own time   XML Import and Validation Import TrueComp ™ data in XML format as well as relational   New J2EE Client Architecture Zero install UI is separated from database and business logic   Query Model TrueComp ™ UI provides extensive search capability   Integrated Modeling Forecast compensation expenses with integrated modeling  Relational Lookup Tables Lookup tables improved for performance and import  Application Interoperability Modify any data while the pipeline is running  Run Pipeline by Business Unit Run the Pipeline by a single or multiple BU  Unlimited Generic Attributes Use unlimited Extended Attributes on all TrueComp ™ data  Guided Data Entry TrueComp ™ guides for simplified data entry and diagnostics  Quota Management Single workspace to manage quota for the organization  Full Auditing SOX Compliance for auditability of data 