4 Concentrate on the blue-print
4.1 prepare for the blue-print sessions
You should be prepared to document results that are produced in the blueprint sessions in a way, that you can use the work-results later in the project.
- Use Calculation-Sheets to set up mapping-tables;
- Use Word to write your notes on every topic;
- Ask immediately, if you see someone having:
- a data-table,
- header-names,
- value-listings for a specific column from the new or old system that must be translated (wage-types and so on) or that you may need later,
Ask the people to send it to you and that they shall describe where the source for that information is. In case you later have to ask for another (updated) version of it, that makes information accessible for you.
If e.g., you talk in the blue-print session about a mapping or table names in the new System then you should immediately ask the New-Outsourcing-Provider to give you the names of the tables he uses. That will usually be easy, because he comes with an excel-file that contains all the necessary sheet-names.
Tipp to use our tool at this point:
To extract sheet-names form the template file for the preparation of a mapping-table of old-sheetnames to new-sheetnames, you may use the following Menu-Option from our MatchMaker: (put your cursor somewhere in the file where you find the sheet-names)
MATCHMAKER MasterData |TOOLS |in present File create/update SheetsRegister (..)
From that newly created sheet called “SheetsRegister” you can copy the names of all the sheets you need.
Make a list of the people who are in the Blue-Print-Session. Take not only their name and contact details like e-mail, phone number, chat-names etc.
Take down what their role is in which process of the entire first-transition of your payroll register data and later in ongoing HR-processes.
Take down what they promise to deliver and when they want to deliver.
4.1.1 Ask questions in the Blue-Print-Session
Ask as many questions as possible to the new-service-provider team members.
All their information is crucial for structuring your work-packages that are related to collect and transform the legacy data to the excel-template they give you.
- Ask about the sequence of loading the tables they need.
- Ask if there are fields that carry only abbreviations (acronyms, codes) which later in the system will trigger complete datasets. E.g., the abbreviations for Banks are important. In most payroll systems you have a table with Bank-Information. When you, as an HR-specialist, are in the front-end screen with data of an employee you may not see all the information of the Bank. There may be only one field with an abbreviation for the bank where your employee has his account. Translating the abbreviations from the old-system to the new-system is a typical task for producing and using a field-value-mapping. As