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Adopting MongoDB for ADP's Next Generation Portal Platform
ADP is a leading global provider of business outsourcing solutions, specializing in areas such as human resources, payroll, and benefits, with a client base that includes over 80% of Fortune 500 companies. The company aims to enhance client experience through a new service portal that consolidates various applications into a single entry point for improved efficiency and collaboration. By leveraging technologies like MongoDB and Node.js, ADP seeks to streamline tax services and ensure high-quality service delivery.
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Adopting MongoDB for ADP's Next Generation Portal Platform
- 1. ADP Service Portal Poweredby MongoDB June 2015
- 2. Who is ADP? Oneof the world’s largest providers of business outsourcing solutions and services for… Human Resources Payroll Benefits Time & Attendance Retirement Administration Tax Payments & Compliance Talent Management © Copyright 2014 ADP, LLC2
- 3. A Global Provider 625,000 clients in 100 countries – Over 80% of Fortune® 500 companies – Over 90 Fortune 100 companies Associates in 40 countries © Copyright 2014 ADP, LLC3
- 4. ADP Fast Facts.. . 4 Industry Leadership ADP pays 24 million (1 in 6) workers in U.S., and 10 million abroad … Moved about $1.5 trillion in U.S. client funds in 2014* Processed 53 million W-2s* in 2014 Administers benefits for nearly 10 million workers + 5 million dependents Hosts more than 2 million completed performance reviews 91.4% client retention in 2014* and average client tenure of 12 years #65 on Forbes’ “World's Most Innovative Companies” list in 2013 Our People 52,000 associates worldwide Provide service and support in more than 30 languages Manage 2,000+ tax agency relationships in U.S. and abroad Financial Stability and Resources Exceptionally strong AA rating by Moody’s® and S&P ® Fiscally conservative – minimal long-term debt Dividends paid to shareholders continuously since 1974 $10.3 billion in revenue* – ~234 in the 2014 Fortune 500** *ADP’s Fiscal Year 2014, ended June 30; excludes ADP Dealer Services revenue ** Approximate estimate based on restated revenues post Dealer Services spinoff © Copyright 2014 ADP, LLC
- 5. ADP’s Product InnovationFocus Mobile Apps Titanium Visual Design Language Marketplace & APIs
- 6. Client Service Representative(CSR) Ecosystem Corp Apps Knowledge Apps Line of Business Apps 167 Separate Applications / Tools Multiple Logins, No Single Dashboard, Context Switching
- 7. Business Transformation –The ADP Way Tax COE Transformation Kaizen on CSR experience CSR Experience Client Experience Enable transformation with Service Portal Single point of entry Eliminate need for multiple apps
- 8. Tax Center ofExcellence Strategy 8 Proactively correct Tax issues and missing data before they effect Client filings Direct Client access to Tax Knowledgeable associates when needed Build organization around a model of associate collaboration focused on driving productivity improvements Tax Processing Drive timely deposits & first time filing acceptance Tax Proactive Drive Client Profile accuracy Tax Direct Access to Tax knowledgeable associates Amendment Services Timely and accurate amendments Tax Resolution Jurisdiction specific knowledge Tax Enablement Accountability for delivering on organizational objectives Overall Goal Create a single shared service organization that provides consistent high quality Tax services across all of ADP’s businesses that uses transformational change and improved delivery of clients expectations in order to differentiate ADP in the market. Functional Groups Functional Objectives Simplify • Innovate • Grow Build an organization around associate collaboration focused on driving productivity improvements for our clients
- 9. Service Portal Vision& Goals Goals Intuitive composite app Training time Attrition Service quality Associate efficiency and effectiveness New ADP Product design & Ux principles Vision Create an intuitive role-based portal experience that provides associates with essential data and tools to get their job done
- 10. Key Service PortalCapabilities Client info snapshot o Client details & contacts o Case history o Prior survey results Agent phone integration Tax dashboard o Federal o State o Local Social Collaboration o TaxU Social Q&A Search across o SharePoint o ADPWorks Single sign-on Access to common tools
- 11. New Service PortalStack & New Team Ux Developers Ux Designers API Developers SharePoint 2013 Developers MongoDB/ETL Developers Infusion
- 12. User Experience &App Dev Foundation SharePoint 2013 for rapid app dev VDL as user experience framework AngularJS for efficient client side scripting
- 13. Web Services Foundation Node.JS Efficient Non-blocking Eventdriven Extensible Scalable RESTful APIs ADP REST API Standard HTTP based Stateless Simple & open Efficient
- 14. Data Aggregation Foundation Schema-free NativeJSON support Document oriented Extensible Scalable Expertise driven by Infusion
- 15. Specific Challenges MongoDBAddressed Data aggregation layer & ETL target Schema-free data storage Extensible data representations Forward data cache Reduce data access latency SOR connectivity issues Loosely couple Ux from SORs Compatibility with RESTful APIs
- 16. From SQL DB2 SQLSTATEMENT FROM SOR YUCK! SELECT A01.FIELD1, A01.FIELD2, S01.FIELD3, S01.FIELD4, TA14.FIELD5, TA14.FIELD6, … FROM AO1, S01, TA14, ... INNER JOIN ... INNER JOIN ... JOIN …INNER JOIN … INNER JOIN … INNER JOIN ... JOIN… LEFT JOIN … WHERE …
- 17. To APIs withNodeJS & MongoDB http://api.adpcorp.com/crm/v1/clients/{:co}/{:reg} Simple NodeJS Query via MongoDB
- 18. To JSON –Bottom to Top http://api.adpcorp.com/crm/v1/clients/{:co}/{:reg} JSON > MongoDB > Node.Js > AngularJS
- 19.
- 20. Service Portal © Copyright2013 ADP, Inc. Proprietary and Confidential Information.20
- 21. Service Portal © Copyright2013 ADP, Inc. Proprietary and Confidential Information.21
- 22. Service Portal © Copyright2013 ADP, Inc. Proprietary and Confidential Information.22
- 23. Thank You 23 ADP, theADP logo, and In the Business of Your Success are registered trademarks of ADP, LLC. © Copyright 2015 ADP, LLC. All other marks are the property of their respective owners.
Editor's Notes
- #2 Consider the challenges any organization has today just to operate on a day-to-day basis. Recruiting, managing, developing and rewarding employees. Getting a payroll out on time. Controlling costs. Complying with state and federal labor laws. Administering health and benefits. And lots, lots more. ADP helps organizations address all these challenges and more. ADP is one of the largest providers of human capital management solutions – including human resources, payroll, and benefits. We help employers around the world build personalized solutions that fit an organization’s unique goals and increase its productivity. We go broad and deep in HCM, and we show our expertise in improving business processes.
- #3 ADP’s portfolio spans all of these areas and more. And partnering with ADP means you get solutions with the latest HR technology – so you can focus your limited time and resources on your people and your goals, not back-office administration.
- #4 As you can see, our reach is quite broad, with reach that goes way beyond American shores. Overall, we serve approximately 625,000 organizations, including more than 425,000 small-business clients. ADP’s footprint is global, serving the needs of thousands of multinational clients in 100 countries worldwide At ADP, people aren’t considered employees, but rather “associates” who work together to make our clients successful. Our associates are located in 40 countries. *NOTE: Fortune 500 and 100 claims were validated in November 2013. *NOTE: As of Aug. 2014, ADP Employer Services associates are in 38 countries
- #5 Some interesting statistics and facts about our business. Of course, we’re best known for payroll, and the first 3 stats illustrate why. The fourth factoid, about benefits, is not as well known -- ADP administers benefits for nearly 10 million workers and 5 million dependents on behalf of their employers. This covers a variety of benefits types and all sizes of companies, from small to very large. In addition to our financial strength, employee presence, and industry leadership: Our clients stay with us for many years. Our average client retention is about 12 years. And, those years have not varied significantly regardless of economic climate. Exceptionally strong AA rating by Moody’s® and S&P ® (only three public companies, ExxonMobil, J&J and Microsoft, have a higher credit rating). Moved about $1.5 trillion in U.S. client funds last year.
- #6 Culture - , fiscally conservative, lots of legacy systems, long tenured employees. in business 60+ years with strong mainframe foundation and combine that with the external forces of rapidly evolving current technology landscape with high pressure to innovate, fail fast. ADP created an Innovation Labs to answer these driving forces - to achieve the duality of both maintaining systems with hundreds of thousands of clients and in parallel experiment and innovate with new technologies and ideas. And we saw that as also a need to turn inward and apply the same concepts to the tools that ADP employees use.
- #7 Current State of the client service Rep User Experience Researcher interviewed internal associates to see what tools they used the most. 167 tools were reported and this “tag cloud” was created to show the results. with segmented data, it was difficult for a client’s complicated question to be answered - one that required pulling from different systems and resources. They may not even had access to all the resources. Clearly this was begging for a technology solution, but it was important that there also be a business transformation in parallel. People set in working a certain way may be less likely to embrace a pure technology solution as more of a disruption. But when coupled with a business transformation, and a new way of working, the technology is more readily accepted as an enabler.
- #8 Timing was just right - ADP was transforming its way of servicing clients, starting with the Tax Center of Excellence. The goals was to improve the client experience, and in order to achieve that we needed to improve the experience of the ADP associates who serviced those clients. And so the Service Portal was born.
- #9 Quickly talk about the business transformation and goals
- #10 Need Vision Statement - Create an intuitive composite application (portal) that provides everything an associate needs to get their job done most effectively and efficiently. Goals: Decrease new associate training time and improve retention; increase client satisfaction, increase ability of technology organization to respond to changing business needs
- #11 Capabilities - talk high level here - talk more in detail with screen shots
- #12 Why Sharepoint 2013 - “Apps” model, provider hosted apps, integration with Office, Windows, developer skill set, strong footprint
- #14 Separation of church and state - separation of backend and front end code. Tool developers towards one or the other.
- #19 Remark – Productivity Reducing operational complexity Gains in speed of development elegant