Implementation Plan

Navigo’s implementation process is efficient & hassle free. With our proven track history of successful implementations, you won’t need to worry about a thing. Your implementation will be lead by the Navigo Head of Customer Success and an experienced Technical Consultant, who will both assist you throughout the process to ensure your business gets the most out of the platform.

Introductions & Project Kickoff

The org.manager project kickoff session gives both Navigo and your organisation the opportunity to discuss the upcoming org.manager implementation in detail. During the session, we will run through a set of questions to ensure we understand your ultimate outcomes, business requirements and technical environment.

 Some important elements of this discovery session include:

• Meeting with the project team so we can understand your organisation better and you get an idea as to how we work collaboratively with our customers.

• Documenting your business and HR strategic needs. We will recap your pain points and drivers, as well as the expected objectives and opportunities that will be the focus of the project.

• Give you a solid understanding of what to expect during implementation, who is accountable for what and when.

• Providing you with a chart portfolio that can be configurable based on your needs - we will ask you to provide details about design elements, company logo, branding guidelines etc. to ensure the org charts truly reflect your organisation.

Planning and Scheduling

The project plan and schedule lists all actions that will need to be completed, by whom and by when to ensure we meet your go live deadlines. Implementation is broken down into phases as an effective, agile approach:

Environment Setup

• org.manager server & database configuration

• HRIS to org.manager data feed setup

• Security, Authentication & Single Sign On

• Design requirements (style guides, logos etc)

Build

Using your feedback from the kickoff session, we’ll ensure org.manager is configured to your requirements and take care of integrating your data into org.manager

• Whether your data is on paper, excel or hidden across a range systems, we will organise, upload and automate your data feed into org.manager.

• Complete chart design based on your needs and create initial set of charts.

• We always look at the platform from the ‘employee experience’ perspective, so that you can provide your staff with a system they will love and use.

Testing

With the build now complete, the platform is ready for testing. You will be to able see how your new system and processes work for your staff before it goes live, giving you plenty of opportunity to refine or add anything. We will provide you with a ‘Customer Test Plan’ that you can use while testing org.manager. This phase consists of four stages:

• Deploy to UAT

• UAT feedback provided to Navigo

• UAT rework

• Deploy to production

Deployment

The day has arrived! It’s time to go live and get your people using org.manager

By now, with the help of our expert team and the change management champions in your business, the launch will go smoothly. An official business communication or online training is a great way to get the whole business onboard.

Welcome to org.manager! Now it’s time to delve into an advanced world of data-driven decision-making and workforce visualisaion.

Training

Training allows key stakeholders to fully understand the capabilities of the platform and how your HR objectives can be achieved. Training is delivered depending on the phase of the project and customised to suit your requirements. Its an intuitive tool so this is the easy part.

Training is an important part of our service. As your organisation changes and project needs evolve, we offer training at anytime throughout your engagement with us, not just prior to going live!

org.manager User Training

• Generic charts - a simple gif slide can be all that is required when deploying the employee chart across your organisation.

• HR charts, dashboards and modelling - we deliver training onsite or remote to the teams using the advanced functionality of org.manager. For larger teams, train the trainer is the best approach.

org.manager Administrator Training

As part of support, our technical team cover all aspects of the Administrator functions for org.manager. However, if your IT teams want a general understanding of how security, authentication and even a basic understanding of data feed and chart creation works, we are happy to organise an Administrator training session with them.

Ongoing Consulting

We work proactively with you to ensure continual improvements and deployment of your org.manager environment. Whether its simply adding in a new chart or beginning a large restructure, we will continue to consult with you to ensure you are using all the latest features and functionality org.manager provides, to support your ongoing business needs and changes.

Support

Our support desk provides assistance with org.manager, support is available from our Melbourne office by phone and email. Phone support is available Monday to Friday, 9:00 am to 5:00 pm (AEST) excluding standard public holidays.

● support@navigo.com.au
● +61 3 9879 4060

Support includes:

• org.manager user manuals

• org.manager community discussion forum

• org.manager online tutorials

• Assistance with resolving:

  • org.manager application errors

  • Data refresh errors, import errors

  • Publishing errors

  • Formula calculation errors

  • Conditional formatting errors

  • Chart rule errors

  • General chart errors

• Free access to the latest org.manager version releases (for SaaS customers)

• Regular Navigo org.manager updates

• org.manager upgrade files

What would my charts look like?

Here are some examples from Navigo’s existing projects - as mentioned earlier, the chart types, colors and branding are tailored according to your needs. The screenshots below are a good indication of what you can expect from org.manager

Company directory

Dashboard

Leave liability

Diversity

Budget/Salary

Employment type

Span of control

On this page

Related Pages

https://orgcharting.atlassian.net/wiki/spaces/OM/pages/1081901069