Prepare for Success: What To Consider Before Implementing ePerformance ... · ·...

Prepare for Success: What To Consider Before Implementing ePerformance August 29, 2012

2012 © Emtec Inc. All rights reserved. Confidential and proprietary information. www.emtecinc.com

Agenda

Introductions

Company Information

ePerformance Overview and Keys to Implementation Success

Questions and Next Steps


Company Overview $300MM IT Services Provider

Publicly Traded: ETEC

Over 800 Associates

Locations (16): Coast to Coast US, Canada, India

Across multiple sectors

Management Team: − Growth Oriented

− Successful Track Record

Growing and Profitable

3

Montreal Toronto

Springfield, NJ

Herndon, VA

Jacksonville, FL

Suwannee, GA

Radnor, PA St. Louis, MO

Chicago, IL

Fremont, CA

Ottawa

North America

Minneapolis, MN

Bangalore

Mumbai

Pune

India

Dayton, OH


Key Application Partnerships

Emerging Solutions, an Emtec company, is a leading firm in its servicing regions

Recognized as a global and local organization

Holds tightly managed partnerships alongside an integrated sales teams with key application vendor results in a very high market share of net new business


Sample Clients

http://www.cuna.org/

http://www.group.qbe.com/

http://www.google.com/imgres?q=ev3&hl=en&gbv=2&biw=911&bih=392&tbm=isch&tbnid=nEcvAjRb1StTNM:&imgrefurl=http://www.saviourmedevices.com/index.php?option=com_content&view=frontpage&Itemid=54&docid=ckeSVmNLCX-LJM&imgurl=http://www.saviourmedevices.com/images/stories/ev3_logo.jpg&w=483&h=273&ei=rUzfT5zEIu2A6QGVi_2RCw&zoom=1&iact=hc&vpx=79&vpy=74&dur=1087&hovh=169&hovw=299&tx=134&ty=107&sig=101503081528942730425&page=1&tbnh=102&tbnw=181&start=0&ndsp=4&ved=1t:429,r:0,s:0,i:138

http://www.spencerstuart.com/


ePerformance: Overview

Can be as simple or as complex as organizational needs require Functionality to create, modify and clone multiple types of

performance documents easily and quickly Access and usability is role-based, supporting multiple roles

(employee, manager, peers, HR, etc.) Easy-to-administer Business Objectives functionality to better align

employee and organizational performance Integration with Oracle HCM’s Core HR, Job Profile and Succession

Planning modules; can also utilize Group Build function to create mass documents if desired.

Ability to quickly and easily manage documents in light of employee changes (job transfers, terminations); eSignature and print options available as well


ePerformance: Overview

Allows users to add attachments and performance documentation to performance documents

Leverages Oracle’s workflow functionality to manage approvals (if those are required)

Utilizes workflow emails sent during the process to enhance communications. The content of these emails can be easily modified to meet business and communication objectives

Reinforces the concept that performance management is an ongoing function, leading to more accurate talent management and greater participation


Keys to Implementation Success


Key to Success: Business Process

Define, then analyze the current state

− What works well now

− What needs to be changed

Define/determine a future state performance management process

Conduct fit/gap analysis

Resolve “gaps” that may exist between business process and ePerformance

− Change in business process

− System customizations



Process Considerations Define process ownership – this is a critical first step! Pilot group(s) implementation or organization-wide implementation? What

employee groups will participate? When? Communication and change management considerations What roles in the process will various participants have?

− Employees

− Managers

− 2nd Level Managers

− HR Administrators

− Peers/vendors

What kinds of approvals will be needed for the future state? Will there be any overarching business objectives that need to be measured for

all employees? For certain business units or departments?




Process decisions directly impact system setup :








Key to Success: Organizational Readiness

Readiness of the PeopleSoft environment − Has ePerformance already been

purchased/licensed?

− How does implementation impact any patching or planned upgrade timelines?

Internal resource availability − Before, during and ongoing

− Functional and technical

− Ownership of module administration

Requires use of employee and manager self-service

− Are all employees using self service now?

− Are managers using self service now?


Key to Success: Organizational Readiness Has ePerformance already been purchased/installed? Timing of ePerformance implementation/upgrade

− Consider performance management cycle

− Consider any planned system maintenance/upgrades

Internal resource availability − Will need resources before, during and after an implementation

− Both technical and functional resources needed; however, a great deal of the module can be configured and managed by a functional resource/subject matter expert

− Technical assistance is generally confined to any installation needs, customizations if required, and technical maintenance


Key to Success: Organizational Readiness Both employee and manager self-service is required

− Are all employees using self-service now? Do all employees have access to a computer/self service (home or work?)?

− Are managers using self service to review employee data?

− How are new users added to self-service? Do they require any special training? If so, how will that training be delivered?


Key to Success: Organizational Readiness ePerformance – Employee Self Service Page


Key to Success: Organizational Readiness ePerformance – Manager Self Service Page


Key to Success: Organizational Readiness ePerformance – User Dashboard Page






Key to Success: Understanding Integration

Full integration with: − Core HR (Workforce Administration)

− Profile Management/Competency Management and Career Planning

− Enterprise Learning

− PeopleSoft Infrastructure processing

Business objectives functionality in 9.1 can help align goals across an organization


Key to Success: Understanding Integration Core HR Integration

− Utilizes current personal and JOB data

− Utilizes organizational hierarchy

− Functionality to change document ownership based on any job changes (transfer, termination, promotion, etc.)

Document ownership changes can be conducted by

− Managers

− Employees

− HR/ePerformance Administrators

−Leverage PeopleSoft Infrastructure

Workflow

Group Build


Key to Success: Understanding Integration

Profile Management/Career Planning Integration − Can incorporate job- , industry- or organization-specific content into

performance documents as performance criteria and pushing the evaluated content out to an individual’s profile for future succession and learning assessments.

− Individualized performance documents can be created using a job profile

− ePerformance leverages the Content Library, which is used as part of a total talent acquisition and management strategy

− If competencies are rated in the performance process, competency ratings are available in the profile pages

− Learning and work-experience activities can be planned and managed in the Career Planning and Succession pages based on performance information


Key to Success: Understanding Integration – Sample Content Item


Key to Success: Understanding Integration – Profile Mgmt and ePerformance


Key to Success: Understanding Integration – Profile Mgmt and ePerformance


Key to Success: Business Objectives

In version 9.1, Business Objectives Management functionality features: − Ability to maintain objectives for multiple years at the same time

− Use workflow to communicate changes to objectives

− Tie individual performance goals and activities to the goals and initiatives of departments, business units and overall strategy and cascade them using existing hierarchy structure

− Template-based creation process and ability to view/access is based on existing security

− Once configured, can be published in an organizational chart format






Prepare for Success– Key Factor Recap


Prepare for Success – Key Factors

Business Process − Current state

− Future state

− Ownership/Documentation

Organizational Readiness − Application availability/technical environment

− Resource availability before, during and after

− Communication/change management processes

Understanding Integration − With Core HR and HR processing infrastructure

− With Profile Management and Career Planning modules – strategic use and deployment

− Business Objectives Management in version 9.1 to better align organizational goals

Springfield 11 Diamond Rd. Springfield, NJ 07081 |P| 973.376.4242 |F| 973.376.8846 www.emtecinc.com Company Headquarters

Questions and Next Steps…

Chicago 20 N. Wacker Drive Suite 1870 Chicago , IL 60606 |P| 312.669.9600

|F| 312.669.9800

Minneapolis Two Carlson Pkwy Suite 205 Plymouth, MN 55447 |P| 763.278.9700 |F| 763.278. 7502

Springfield 11 Diamond Rd. Springfield, NJ 07081 |P| 973.376.4242 |F| 973.376.8846 www.emtecinc.com Company Headquarters

Thank You.

Chicago 20 N. Wacker Drive Suite 1870 Chicago , IL 60606 |P| 312.669.9600

|F| 312.669.9800

Minneapolis Two Carlson Pkwy Suite 205 Plymouth, MN 55447 |P| 763.278.9700 |F| 763.278. 7502

St. Louis 612 Pierce Boulevard O’Fallon, IL 62269 |P| 618.726.5188

Chicago

20 N. Wacker Dr. STE 1870 Chicago, IL 60606 |P| 312.669.9600 |F| 312.669.9800

Minneapolis

2 Carlson Parkway STE 205 Plymouth, MN 55345 |P| 763.378.9700 |F| 763.278.7502

Canada

4950 Yonge St., STE 2200 Toronto, ON M2N 6K1 |P| 416.218.5542 |F| 416.221.4668

Atlanta

6340 Sugarloaf Pkwy, STE 200 Duluth, GA 30097 |P| 678.775.6703 |F| 678.775.6701

Philadelphia 100 Matsonford Rd. 2 Radnor Corp. Center STE 420 Radnor, PA 19087 |P| 973.376.4242 |F| 484.654.2539

Herndon|Federal 2355 Dulles Corner Blvd STE 600 Herndon, VA 20171 |P| 703.961.1125 |F| 703.961.1126

India

#56 Sai Arcade – 1st Floor Marthahalli Outer Ring Rd Banaglore - 560103 |P| 91.80.25639386 |F| 91.80.25639387

11 Diamond Road | Springfield, NJ 07081

|P| 973.376.4242 |F| 973.376.884

Company Headquarters

Fremont 2201 Walnut Ave, STE230Fremont, CA 94538 |P| 510.790.7060 |F| 510.790.7080

329 March Rd. STE 108 Ottawa, ON K2K 2E1 |P| 613.591.9131 |F| 613.591.2640

Toronto Ottawa

Gopal Huse | Karve Rd Kothrud, Pune 4011029 |P| 91.20.2545.8614 |F| 1.425.650.6966

Pune Bangalore

National Locations International Locations

2012 © Emerging Solutions. All rights reserved. Confidential and proprietary information. www.emergenow.com

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