Professional Documents
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INTERNAL
Instructions | How to Use this Accelerator
1. Read the “Introducing the Experience Economy & XM” Accelerator, located in the Activate
Roadmap Viewer.
4. Refer to the relevant Hyperlinked section, when seeking instruction on a particular survey
during the Activate implementation.
Challenge
Ensure project success on a large, complex, technology
implementations by accessing relevant and reliable data,
to mitigate risks such as:
+ Cost overruns
+ Missed timelines
+ High project team turnover
+ High end-user burnout
+ Sub-optimal solution design
+ Low end-user satisfaction or adoption
1 4
Ensure projects stay on track/in scope by Unlock new budgets and resources for
proactively managing project clarity and strategic, transformational projects by
goals, confidence and risk, enabling real- demonstrating their impact on employee
time course corrections and mitigating productivity, engagement, and ultimately the
missed deadlines or errant customizations. top and bottom line.
2
Maximize limited project resources and
Drive confidence and trust across project
teams in order to promote collaboration and 5 extend your investments by activating and
the employee voice throughout
resilience through potential change or
setbacks. implementations.
When to Listen:
+ Long-term implementation projects with dedicated resources and teams
Listening Cadence:
+ Throughout the lifecycle of the Software Implementation / Transformation project
+ Touchpoints specifically focused:
○ Transitions between major project phases
○ Project Charter
○ Solution Validation
○ User Acceptance Testing
○ End User Trainings
○ Post Go-Live
● Identify the team members & ● Deploy pulse listening surveys ● Utilise dashboards along key phases
stakeholders involved in your and during reviews to adjust styles
● Review & interpret results together
transformation / implementation project and priorities, supporting appropriate
● Share feedback via role-based governance and maintenance of the
● Enable Core Teams (Customer &
dashboards with key stakeholders teams.
Service Partners) and sponsors to
understand quick insights from pulse ● Implement corrective actions where
surveys needed.
● Customize survey content
(Note: Start with our pre-built
Transformation template and tailor to
your project needs)
● Establish communications plan for end
users
● Gather distribution lists for core team
and end users
● Set up role-based dashboards
Point-in-time feedback: Monitor phase-related feedback at project quality gates and key stages
Periodic feedback: Create a feedback baseline that is continually monitored throughout the project
Project Sponsors & Executive representatives accountable for the budget and successful
Stakeholders
Steering Committee implementation.
Service Provider team Service Provider PM and any consultants supporting Organisational Change
Core Project Team
(PMO) Management (strategy and framework) or Business Transformation Office activities.
Service Provider Business Analysts and Technical Experts working with the Customer SMEs and
Supporting Roles
Experts their PMO to deliver the new system to the end users.
Trainers and
Supporting Roles Experts developing content and programs to support UAT and End-User Go-Live.
Enablement
Stakeholders UAT Testers Employees from across the business asked to carry out user acceptance testing.
Stakeholders End Users Entire population of End Users that are required to adopt the solution from Go-Live.
© 2022 SAP SE or an SAP affiliate company. All rights reserved. ǀ EXTERNAL 13
Projects with Activate | Important TXM Data to Visualize
Typically available via HRIS, ticketing systems or telemetry data from applications. Can also be captured in assessment:
Deploy
Training Satisfaction
UAT Testers & End Users
Start of Explore
Program Goal Alignment
Core Team + Sponsors
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To assess readiness as the team starts to EXPLORE requirements
Aim Readiness Assessment The purpose of this task is to capture the project team’s feedback
following the DISCOVER phase and initial project preparation
Audience + Customer PMO and Customer SMEs activities of the PREPARE phase.
Report Recipients + Customer PMO, Service Provider PMO, Project Sponsors & SteerCo
Key Actions + Reconsider current setup for the team and governance as well as their sense of empowerment
+ Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of
opportunity
Customer/ Respondent
Program Goal Alignment Partner Group R Y Y Y Y
Customer/ Respondent
Project Performance Partner Group R Y Y Y Y Y
Customer/ Respondent
Solution Validation Partner Group R R R Y R
Customer/ Respondent
Tracking Goals Partner Group R R R Y R
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To capture whether the team has clarity on the transformation and definition of success
following the PREPARE phase
Aim Program Goal Alignment The purpose of this Program Goal Alignment survey is to get
feedback on the Core Team’s cloud mindset adoption, and to
capture whether they have clarity on the transformation and
+ Customer PMO / Service Provider CMO / Customer SMEs / definition of success.
Audience
Service Provider Experts
This survey also supports Organizational Change Management
Cadence + Point-in-time (OCM) efforts by providing insight into stakeholders’ views on
team process, governance and empowerment.
Items + 7 questions
The feedback gained will shed light on the core team’s current
engagement and sentiment before moving to the EXPLORE
Survey + Transformation XM_Survey Questions Accelerator phase.
Location + Filter by “Program Goal Alignment” on the Questions tab
+ Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To assess what is working well and what needs improving to ensure the project team remains high-functioning.
Survey + Transformation XM_Survey Questions Accelerator Each team will provide project team-related feedback in terms of
Location governance, processes and empowerment during the EXPLORE,
+ Filter by “Project Performance” on the Questions tab
REALIZE and DEPLOY phases.
Items + 4 questions
Throughout the transformation, it is important to continually gather
this type of feedback from the individual to ensure everyone is
Experience Continue: satisfied with how the project is going.
Measures + Team Trust (Credible, Responsive, Cohesive)
(Expected + Team Process, Governance, & Empowerment Furthermore, this survey assesses how they feel about topics
Outcomes) such as inclusivity, workload, the technology and equipment they
+ Open Text Sentiment Feedback: Areas of Opportunity
are using as well as the training they receive. The results of this
Begin:
survey will give an indication of what is working well and what
+ Team Resilience & Burnout Risk Checks needs improving to ensure the teams continually perform well.
+ Technology fit
Key Measures • Evaluate reasons behind low scores relating to resilience and burnout questions
• Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To assess how well the EXPLORE phase scoping activities meet the customer’s requirements.
SAP Activate
During EXPLORE Description
Phase
Aim Solution Validation The purpose of the Solution Validation survey is to keep
monitoring feedback provided by the Core Team about the
Audience + Customer SMEs team’s performance, clarity of goals, cloud mindset and other
factors influencing their experience during the transformation.
Cadence + Point-in-time
Moreover, this survey captures the Core Team and Subject
Survey + Transformation XM_Survey Questions Accelerator
Matter Expert feedback about the fit-to-standard analyses
and design as well as how well the EXPLORE phase scoping
Location + Filter by “Solution Validation” on the Questions tab meet the customer’s requirements.
Items + 8 questions
Experience Continue:
Measures + Confidence to Meet Objectives
(Expected
+ Team Trust (Credible, Responsive, Cohesive)
Outcomes)
+ Team Process, Governance, & Empowerment
+ Open Text Sentiment Feedback: Areas of Opportunity
+ Team Resilience & Burnout Risk Checks
Additionally:
+ Solution Build Fit (Customization vs. Fit-to-Standard)
Key Measures Following response collection and based on the dashboard results, take the following corrective actions where
needed:
• Evaluate reasons behind low scores relating to resilience and burnout questions
• Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To assess the team’s readiness for UAT.
SAP Activate
During REALIZE Description
Phase
Key Measures Following response collection and based on the dashboard results, take the following corrective actions where
needed:
+ Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To safeguard adoption by end users and assess their satisfaction with training.
SAP Activate
Phase
REALIZE Description
Aim Training Satisfaction In preparation for the DEPLOY phase, this task is to safeguard
the adoption of the solution by end users and assess their
+ UAT Testers
satisfaction with training content, activities, and time given to
Audience absorb the knowledge transfer.
+ End Users
Furthermore, the Training Satisfaction survey also asks
Cadence + Point in time (pre-UAT and post-trainings) participants about their opinion on the solution in terms of ease of
use, usefulness and whether they would recommend the solution
Survey (NPS).
+ Transformation XM_Survey Questions Accelerator
Location
+ Filter by “Training Satisfaction” on the Questions tab
Items + 5 questions
Key Measures Following response collection and based on the dashboard results, take the following corrective actions where
needed:
+ Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To assess whether the team is operationally ready for the cutover and go-live tasks.
SAP Activate
DEPLOY Description
Phase
Items + 6 and 5 questions, respectively It also assessed SME satisfaction with the implemented solution
and the quality of hyper-care.
Experience + Readiness for go-live and cutover tasks NOTE: This survey may need to be asked of SMEs more than
Measures once, if the first survey results show that UAT has been
(Expected + Project team health
unsuccessful and more work is required before Go-Live.
Outcomes) + Post Go-Live and hypercare
+ Satisfaction with the transformation as a whole
+ Satisfaction with the solution
Key Measures Following response collection and based on the dashboard results, take the following corrective actions where
needed:
+ Analyse open text feedback and sentiment (ideally using text analytics) to identify areas of opportunity
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
Primary objective:
To collect feedback from end users regarding the solution, performance and support
Items + 5 questions
Key Measures Following response collection and based on the dashboard results, take the following corrective actions
where needed:
This Respondent Group will take the survey. This Respondent Group does not take the survey.
Y They may receive reports, per PMO decision. R They may receive reports, per PMO decision, to assist with actions and improvements.
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