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Similar to Payroll Vendor vs HRIS vs ERP: A Guide to System Selection
Similar to Payroll Vendor vs HRIS vs ERP: A Guide to System Selection (20)
Payroll Vendor vs HRIS vs ERP: A Guide to System Selection
- 2. PAYROLL VENDOR VS. HRIS VS. ERP • PAYROLL VENDOR – PROVIDES STANDARD PAYROLL AND TAX SERVICES • HRIS – HUMAN RESOURCES INFORMATION SYSTEM • ERP - ENTERPRISE RESOURCE PLANNING Payroll HRIS ERP • Product planning, cost and development • Manufacturing or service delivery • Marketing and sales • Inventory management • Shipping and payment • Human Resources • Employment Assessments • Applicant Tracking • Background Screening • Onboarding • Learning Management • Performance mgmt. • Compensation mgmt. • Succession planning • Time and Attendance • Leave of Absence • Benefits Administration • Employee Self Serve • Big Data • Payroll Administration • Payroll • Taxes • Garnishment
- 3. OBJECTIVE: DISCUSS THE PHASES OF VENDOR SELECTION AND IMPLEMENTATION • DISCOVERY • BEGINNING THE DIALOGUE • NARROWING THE OPTIONS • FINAL SELECTION • IMPLEMENTATION • CONTINUING SUPPORT
- 4. DISCOVERY • WHAT DO WE HAVE? • LIST YOUR CURRENT SYSTEMS • WHAT ARE THEY COSTING US? • HOW ARE THEY CURRENTLY WORKING TOGETHER? • WHO ARE THE POWER USERS? • BUILDING CHANGE AGENTS! • BUILDING A BUSINESS CASE
- 5. Company Function Our Systems Provider Annual Costs Power User Current System Deficiancies HR/Legal Vulnerabilites Applicant Tracking e-Verify Background Screening Onboarding Performance Management LMS Worker's Compensation Garnishments Benefits Payroll Timekeeping Expense Big Data Finance Operations Fleet Managment Marketing Current Systems
- 7. DISCOVERY • WHAT ARE THEY OFFERING? • ERP, HRIS, PAYROLL? • SAAS OR HOSTED? • NATIONAL, INTERNATIONAL, MULTI STATE? • APPLICANT TRACKING • E-VERIFY • BACKGROUND SCREENING • ONBOARDING • PERFORMANCE MANAGEMENT • LMS • WORKER'S COMPENSATION • GARNISHMENTS • BENEFITS • PAYROLL • TIMEKEEPING • OPERATIONS • EXPENSE • FINANCE • BIG DATA
- 8. HRIS Systems Last First Number e-mail SaaS (Software as a Service) Enterprise Resource Planning (ERP) Pre employment Assessments Recruiting/ Application Onboarding Performance Mgmt 360 Feedback Succession Planning LMS Compensation Management Payroll ESS Timekeeping Worker's Compensation Benefits Expense Big Data Finance Our Needs: Company 1 Cleatus Kevin (360) 392-7217 Kevin.Cleatus@Company 1.com Y y y Y y y y Y Y Y Y y y y Company 2 Hader Adam (775) 703-1038 Adam.Hader@Company 2.com Y Y Y y y Y y Company 3 Smith David (418) 252-4268 David.Smith@Company 3.com Y y y y y y Y y y Company 4 Pratt John (598) 894-5790 John .Pratt@Company 4.com Y y y y y y y y y y y y y Company 5 Jones Bill (890) 083-5781 Bill.Jones@Company 5.com Y y y y y y y y y y y y Company 6 Ngyugen Christine (484) 396-0335 Christine.Ngyugen@Company 6.com Y y y y y y Company 7 Rieley Julie (317) 094-6542 Julie.Rieley@Company 7.com Y y y y y Company 8 Brant Debbie (734) 383-1255 Debbie.Brant@Company 8.com Y y y Company 9 Public John (954) 670-0234 John .Public@Company 9.com Y y y y y y y y y Company 10 Charger Hard (269) 672-9620 Hard.Charger@Company 10.com y y y y y y y y y y ? y Company 11 June Jessica (700) 623-8666 Jessica.June@Company 11.com y y y y y y y y y y y Company 12 Felder Kim (107) 770-4007 Kim.Felder@Company 12.com y Company 13 Kiln Larry (218) 393-0895 Larry.Kiln@Company 13.com Company 14 Center Sandy (432) 130-8242 Sandy.Center@Company 14.com Y y y y y y y y y y Company 15 Sew Claire (822) 264-7941 Claire.Sew@Company 15.com Company 16 Opoal Ron (783) 297-0575 Ron.Opoal@Company 16.com y y y y y Company 17 Ochoa Barbara (355) 109-3146 Barbara.Ochoa@Company 17.com Company 18 Gagnon Kevin (417) 597-5416 Kevin.Gagnon@Company 18.com Y Y Y Y Y Y Y Company 19 Derk Don (594) 075-5442 Don.Derk@Company 19.com y y y y y y y y y y Company 20 Bonzai Lisa (603) 420-7871 Lisa.Bonzai@Company 20.com y y y 2014 2014 2014 3rd Party y y y y Company 21 Ternit George (750) 700-9626 George.Ternit@Company 21.com y y y y y y y Contact name
- 9. •KNOW YOUR REQUIREMENTS INSIDE AND OUT!!! • DOCUMENT ALL SYSTEM PROCESSES AND CALCULATION • RFP OPTION BEGINNING THE DIALOGUE Due Diligence Doc
- 10. BEGINNING THE DIALOGUE • CONTACTING VENDORS • WINE AND DINE • VENDOR DEMONSTRATIONS • ANALYSIS • GET PRICING ESTIMATES • 3RD PARTY VENDORS • CONSULTANTS • SINGLE DATABASE – REALLY!? • TAKE NOTES OF LIKES AND DISLIKES • GET TO THE DEMO!!! • CAN SALES PERSON ANSWER YOUR QUESTION? • STAY IN CONTROL OF YOUR PROJECT • “BESTIES”
- 11. • “BESTIES” BEGINNING THE DIALOGUE
- 12. NARROWING THE OPTIONS • GET YOUR SHORT LIST • RESEARCH • HISTORY • 10K, S-1, GOOGLE, YOU TUBE, INDUSTRY MAGAZINES, WEBSITES • IMPLEMENTATION • IN HOUSE VS. THIRD PARTY • HOW SOON CAN WE START? • HOW LONG WILL IT TAKE? • WHAT TRAINING COMES WITH IT? • CUSTOMER SERVICE • CONTRACT TERMS • LENGTH OF OBLIGATION • PENALTIES FOR EARLY TERMINATION • SERVICE RESPONSE • IMPLEMENTATION COST • PAYMENT STRUCTURE
- 13. FACE-TO-FACE DEMONSTRATION : •POWER USERS •ENDS USERS •EXECUTIVES •CHANGE AGENTS •DECISION MAKERS NARROWING THE OPTIONS
- 14. Assessm entRecruiting/ApplicationOnboarding Perform anceM gm t LM S Payroll Benefits Tim ekeeping Product SupportIm plem entation CostFinancialStrength Company A y 1 2 5 5 17.5 58% Company B y 3 2 3 3 16.5 55% Company C y 3 4 4 3 21 70% Company D y 3 2 3 3 16.5 55% Company E y 3 4 4 4 22 73% On paper only 1 1 5 11 44% On paper only 1 1 5 11 44% $XX $XX $XX $XX $XX $XX $XX $XX 356$ Avg: 57% Perf & Goals Succession 360 Feedback Company F y 2 2 4 5 5 25.5 68% Company G y y 5 5 5 3 2 31.5 84% Company H y y 3 4 4 3 21 70% Company I y 3 2 3 2 3 19.5 52% Company J y 3 4 4 4 4 28 75% $XX $XX $XX $XX $XX $XX $XX $XX 258$ Avg: 70% Option 2 Company 1 NTS- Performance Mgmt NTS- Learning Payroll HR Mgmt Time & Labor Mgmt 5 3 5 4 3 31 83% Company K y y Company L y y y y y $XX $XX $XX $XX $XX $XX $XX $XX 365$ Avg 81% Perf & Goals HCM Benefits Time Tracking Succession Planning Career Dev Company M y Company N y y y y y y $XX $XX $XX $XX $XX $XX $XX $XX 500$ Avg 62% Perf & Goals Succession 360 Feedback Company O y y y Company P y y y y y $XX $XX $XX $XX $XX $XX $XX $XX 458$ Avg 68% Company K y Company Q y y y y $XX $XX $XX $XX $XX $XX $XX $XX 370$ Avg 77% Option 2 Company 1 Do Right Know Right Payroll HR Mgmt Time & Labor Mgmt 4 4 3 5 4 30 80% Company K y y Company P y y y y y $XX $XX $XX $XX $XX $XX $XX $XX 550$ Avg 73% 2 1.5 1.5 1.5 1 30 Option 4 Assessment Learning 5 ATS DayPlan DayPlan DayPlan DayPlan NONE Learning Paylots Benefits ETP ADO Paylots DBF ADO 30 Projected annual cost In thousands 4 3 4 3 2 25 67% y 4 2 5 4 67% 69% 37.5 79% 37.5 57% 67% 37.5 37.5 37.5 2 5 Learning 3 5 4 4 3 3 2 4 Currently Company 1 iApplied Option 1 Company 1 KMS Onboarding Company 1 Recruiting Onboarding Option 5 Company 1 ATS Onboarding Learning 29.5 25 21.5 26 25 1 3 3 4 3 2 Option 3 4 3 4 AS Payroll Cloud Connect Absence Mgmt 3 Perf & Goals 83% 4 3 3 3 5 26.5 71% 5 4 3 31 37.5 Time & Labor Mgmt 5 3 Workbox X X X X XX X X X X
- 15. NARROWING THE OPTIONS Com panyA Com panyB Com panyC Com panyD Com panyE Com panyF Recruiting / Application 1-4 Onboarding 1-4 Performance Mgmt 1-5 LMS 1-3 Payroll 1-3 Benefits 1-3 Timekeeping 1-3 Rank each vendor's product in preference order (1 = most preferred)
- 16. FINAL SELECTION MEET EVERYBODY!!!: THE “NERDS” THE IMPLEMENTATION TEAM THE SERVICE TECHNICIAN THE EXECUTIVES
- 17. FINAL SELECTION PRESENT FINAL RECOMMENDATION TO DECISION MAKERS!! NEGOTIATE FINAL PRICING: • FIXED COST INDUSTRY INCLUDE YOUR REQUIREMENTS INTO CONTRACT LANGUAGE
- 18. IMPLEMENTATION YOUR OBLIGATION: •COMMIT RESOURCES •ARTICULATE YOUR NEEDS CLEARLY •PROVIDE GOOD DATA •KNOW WHAT YOU WANT • SCOPE CREEP • PASSED AROUND • NOVICE PROJECT LEAD • MISSING DELIVERABLES • ABANDONMENT
- 19. BREAKING UP WITH PREVIOUS VENDORS IMPLEMENTATION
- 20. CONTINUING SUPPORT •ACCOUNT MANAGER – JUST A PRETTY FACE? •PHONE SUPPORT – WHO IS PICKING UP THE PHONE? •EMAIL SUPPORT – WHEN WILL I GET A RESPONSE? •CONTINUOUS TRAINING – WHAT’S AVAILABLE, WHAT DOES IT COST?