Project Horizon is the crucial final step toward the full integration of Portfolio and NAE/NWAN. It is our intent to keep all associates abreast of Project Horizon’s status. Please see below for this month’s most recent updates and announcements.
- Vander Feature and Reporting development efforts continue following the mid-June training launch. BAs and developers are also working to clear up any blockers that limit the ability to test final functionality. Remediation of Release 1 Phase 1 bugs will continue even after go-live with a focus on continued improvement and system enhancements.
- The Project Horizon team made more progress in End-to-End Testing and are now working to finalize the items that are still blocked. Reach out to Mark Slyder to learn more about Horizon’s testing efforts.
- Associate Training materials development for live sessions began in early April, engaging more than 50 trainers across eight Portfolio business units. Training content development has been broken into three five-week cycles for 12 weeks of activity. Cycles 1, 2 and 3 have been completed. We are currently in Cycle 4, which runs through July 14. The Change Management team is hosting biweekly business unit-specific check-ins as well as optional office hours to support training content development and stay apprised of progress. Business units facilitating Phase 1 training began finalizing materials, hosting live sessions or recording webinars and sharing materials in mid-June.
- The Agent and Dealer Training team hosted training sessions with Portfolio agents on June 12-23. Sessions were delivered by the Sales and Marketing team with support from subject matter experts. Associates are encouraged to access the webinar recordings when they are made available.
- An updated Project Horizon timeline is now available. Please click here to view and download.
Do you have additional questions regarding Project Horizon? Submit your inquiries and our Leadership Team will be sure to provide the answers you need!
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