NextGen Implementation

[monahana]

Hi, we are planning to roll out the new Expense UI in October.  I was wondering if anyone who went through the implementation would share their communications and training plans.  Thank you.

[Camila_Munoz · Accepted solution]

We went live on July 1st University wide.

We branded the new interface as "Concur's New Look." This helped us sway the perception that it is just a cosemetic/visual update - nothing "new". We also posted links to the "Why this New UI is Important" Concur video in our Company notes and internal communication. We explained that we need to be comprehensive to people of all abilities and point out the pros. We encourage them to contact us for help and give any suggestions. We choose July 1st because it is the begining of our fiscal year and it is not ideal to introduce change during the academic year.

I also created slides with links to guides and videos. I presented the NextGen Slides to training for Early Adoption (people could sign up to switch early before the hard switch). We went over creating a mock report with common topics. We host #FinancialFridays every Friday and answer questions regarding any business process and best practices.

I can share the material if anyone is interested.

[KevinD]

I'm not sure what our customers have done in regards to rolling out the new UI. I first want to be sure you know that it isn't an implementation in the sense of how we here at Concur use the term implementation. The new UI just gets activated. 

Anyway, one suggestion I would make is to have a pilot group turn on the preview of the new UI and test it out so they can provide feedback. This way you can get a sampling of possible issues from a small group, which most likely will be the same issues the rest of your employees would encounter. This way you can have documents created prior to roll out to your entire company. 

I hope this helps.

Kevin

[monahana]

Hi Kevin,

Thank you, I appreciate your reply.  I am aware that it is a matter of activation but it is an entirely new experience (the new UI looks nothing like the old one) so in that sense at least internally it is an implementation for us.  Currently, we turned it on for the Concur Sytem Admin and a few of us who support Concur.  We are practicing/testing it in our test profile so that we are prepared to train and support the pilot group.   Thanks again.  (By the way, your session on Concur reporting at Fusion was superb.  I knew nothing about reports before the session, since then I've been using it on regular basis.  Thank you!)

[KevinD]

Wow, you attended one of my session. That's great. I'm glad you enjoyed it. I appreciate the compliment. 

[monahana]

I am sorry for the duplicate reply, I must have pressed Post twice.

[Camila_Munoz · Accepted solution]

We went live on July 1st University wide.

We branded the new interface as "Concur's New Look." This helped us sway the perception that it is just a cosemetic/visual update - nothing "new". We also posted links to the "Why this New UI is Important" Concur video in our Company notes and internal communication. We explained that we need to be comprehensive to people of all abilities and point out the pros. We encourage them to contact us for help and give any suggestions. We choose July 1st because it is the begining of our fiscal year and it is not ideal to introduce change during the academic year.

I also created slides with links to guides and videos. I presented the NextGen Slides to training for Early Adoption (people could sign up to switch early before the hard switch). We went over creating a mock report with common topics. We host #FinancialFridays every Friday and answer questions regarding any business process and best practices.

I can share the material if anyone is interested.

[monahana · Accepted solution]

Hi Camila,

Thank you for your reply, this is very helpful.  We just started to create knowledge based articles and training materials.  I'd love to see your material.  My e-mail address is monahana@cdmsmith.com . Thanks again!

[lfafard1]

Can you share this training material with me as well. My email is lisa.fafard@caes. com. We are planning on rolling out NextGen UI October 2022

[jtan557]

hi @Camila_Munoz 

please could you share your materials with me pls? i am the new concur admin for my company and i would appreciate your help 🙂

[jtan557]

@Camila_Munoz  my email address is jtan557@aucklanduni.ac.nz

thank you

[Camila_Munoz]

Sent!

[afritz]

Would you mind sending this to me as well?  afritz@justborn.com

[aayushi26]

@Camila_Munoz  It would be really great and helpful if you can share the KA material with me.

Thank you in advance. My ID is aayushikumat@gmail.com

[ConradHernandez]

Hello, we will very much appreciate you sharing your training materials for Concur's New Look (Next Gen Implementation).  My email address is chernandez@medline.com

Best regards

[Thammacher]

Hi!  I'd certainly appreciate if you could share the material you used for training purposes.

Thanks very much!

[Thammacher]

email is tjhammacher@sbgtv.com

[ShawnS]

Camila_Munoz  Thank you for sharing your rollout of NextGen. I really like your approach on tools and communication to your group. We have nearly 1000 users and I would be very interested in viewing any materials that you created as I embark on this adventure. 

[cmunoz]

Hi Shawn,

Please send me your email and I'll forward you the information. 

[ShawnS]

sstrickland@cascade-env.com

[ShawnS]

sstrickland@cascade-env.com

[mbliss]

@cmunoz @Camila_Munoz  I really like your approach that you mentioned and would be very interested in seeing this. Could you please share your materials with me as well?

Matthew.Bliss@barrick.com