Exploring the Top 10 Trends in HR Technology

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Exploring the Top 10 Trends in HR Technology Presenters: Stacey Harris Vice President, Research and Analytics @StaceyHarrisHR Erin Spencer Research Consultant

Sierra-Cedar Fast Facts 7 Service & Solution Areas Application Services Business Intelligence Host & Managed Services Infrastructure Services Integration & Cloud Solutions Research Strategy Training 17 Years of Leading HR Systems Survey & Research 2014 merger of 4 companies with decades of experience 900 + Employees 5 Industry Focus Commercial Healthcare Higher Education Public Sector Justice & Public Safety Delivering industry-focused client success by providing consulting, technical, and managed services for the deployment, management and optimization of next-generation applications and technology. 2

Sierra-Cedar HR Systems Survey Over 17 years of continuous data gathering The most comprehensive survey in the industry: Strategy, Process, and Structure Administrative and Service Delivery Applications Workforce Management Applications Talent Management Applications Business Intelligence/Analytics/Workforce Planning Applications Integration and Implementation Emerging Technologies and Innovations Vendor Landscape Workforce and HR Expenditures Workforce Usage and Perception BE COUNTED! www.sierra-cedar.com/survey-sh 3

Sierra-Cedar 2014 2015 HR Systems Survey Demographics: All Respondents Total Workforce Represented 19 Million Organization Sizes Represented Large 10,000 + 28% Medium 2,500 10,000 Small Under 2,500 29% 43% 1,063 Organizations Other Services Avg. number of Employees = 16,053 Employees + Contingent (in millions) Agriculture/ Mining/ Construction 3% High-tech 6.8% Trans., Comm. Utilities Retail Wholesale 7.3% 7.9% Manufacturing 12.1% Higher Ed./ Public Admin. 12.5% Financial Services 14.9% Healthcare 14.9% 20.5% 4

Key Themes for 2014 2015 Survey Results Strategy and Culture HR Tech Strategy Foundation Cloud HRMS Innovation Social Enterprise Integration Strategy User Experience Mobile Culture of Change WFM + TM + BI Quantified Organization 5

#1 HR Technology Strategy Strategy and Culture HR Tech Strategy More companies are creating an Enterprise HR Technology Strategy than ever before! 6

An Enterprise HR Systems Strategy Our Top Performers Have One. Do You Have One? Percentage of Organizations With a Current Enterprise HR Systems Strategy Regularly updated strategy 21% 36% In development strategy Rarely updated strategy 8% No strategy/not aware 35% HR organizations with an Enterprise HR Systems Strategy are 38% more likely to be viewed by all levels of management as contributing strategic value to the organization. 7

Creating Your HR Systems Strategy 1. Benchmark Current State & Benchmark of HR Technology Environment 2. Blueprint Enterprise Business Goals and HR Strategies, Enterprise System Strategies 3. Roadmap Action Plan, Communication Strategy, Measures and KPIs Diagnosis Guiding Policy Coherent Action 8

Sierra-Cedar HCM Application Blueprint FIN General Ledger, Purchasing, Budgeting, T&E Enterprise Content Enterprise Social Vendor Management Enterprise Workflow VMS Administrative Excellence Service Delivery HR Help Desk, Portal, Workforce Lifecycle Management (Onboarding) Service Delivery Excellence Workforce Management Excellence Talent Management Excellence Workforce Optimization Excellence Self Service/Direct Access Employee Self Service Manager Self Service Administrative Apps Core HRMS, Roles/Competencies (Profile Mgt.), Payroll, Benefit Admin, Embedded HR Analytics, Embedded HR Social Workforce Management Time & Labor, Absence & Leave Management, Labor Scheduling, Labor Budgeting, WFM Analytics, Social Workforce Optimization Workforce Planning, Workforce Analytics, Predictive Analytics Talent Management Recruiting, Performance, Learning, Compensation, Succession, Career, Talent Profile, Talent Analytics, Social Business Intelligence Foundation Reporting/visualization and BI tools CRM Network Security Mobile Access SOA, API, ETL Integration Platform Projects Backlog, Pipeline, Customer Satisfaction Project Costing, Contracts, Grants 9

2014 2015 Three-year Adoption Outlook Looking Forward, Workforce Optimization Will Be Hot! Three-year Application Outlook 92% Administrative 96% Service delivery 49% 76% 55% Workforce management Talent management 46% 65% 55% 80% In Use Today In Use within 3 Years Social media tools BI (reporting and tools) 41% 41% 68% 65% Workforce optimization 12% 44% 268% n=648 10

#2 Enterprise Integration Strategy Strategy and Culture Enterprise Integration Strategy High performing organizations are more likely to have an Enterprise Integration Strategy! 11

HR System Integration Approaches Early Indication that Enterprise Integration Strategy (EIS) is Valuable Primary Approach for HR Application Integration 33% 17% Integrate into HRMS Integrate into ITM 15% 13% 22% Enterprise integration strategy/platform Case by case integration No approach/not aware Respondents with an Enterprise Integration Strategy Are Using 45%: on-premise solution (Oracle SOA, WebSphere) 23%: platform as a service solution (PasS Dell Boomi, MuleSoft, Informatica) 20%: hybrid solutions 12%: not aware n=494 12

#3 Culture of Change Management Strategy and Culture Culture of Change Organizations with a culture of change management have less overall HR Technology costs per employee! 13

Change Management Practices 27% of Respondents Report a Culture of Change Management Level of Change Management for HR Technology Projects 17% 27% Consistent culture of change mangement Key projects that meet criteria Sporadically, with no criteria Never 22% Change Management Practices for HR Technology Projects 34% Basics* BPI Usability testing 59% 72% 100% Champions 43% Formal CM: Six Sigma etc. Readiness assessment Incentives 15% 27% 23% *Basics: Senior sponsorship, communications, documentation, training, and project management. 14

Benefits of Change Management Reduces Costs and Increases Perception of HR as Strategic Total HR Technology Costs/Employee Culture of CM $302 Key projects $344 Sporadic $461 57% Never $691 Change Management Increases Strategic Value of HR 2 X Organizations with a Culture of Change Management are twice as likely to be viewed by all levels of management as contributing strategic value, versus at organizations that never uses change management. 15

#4 Moving to the Cloud Foundation Cloud HRMS Organizations are moving to the Cloud! 16

2014 2015 HRMS Deployment Models SaaS HRMS Deployments Will Overtake Licensed Next Year HRMS Application Deployment Only Licensed software on premise 31% 46% Licensed software hosted 13% 9% Today 12 Months SaaS subscription-based 28% 47% Combinations In-house developed/bespoke Outsourced (process and software) 10% 11% 3% 1% 2% 1% n=602 17

2014 2015 HRMS Deployment Models Large Organizations* Will Double Their SaaS HRMS Adoption Next Year HRMS SaaS Application Deployment Only by Employer Size* 15% 31% 106% Large 25% Medium 40% 46% Today 12 Months Small 59% *Large = 10,000+; Medium = 2,500 10,000; Small = <2,500 n=602 18

HRMS Vendor Landscape 12 Months Plans Indicate Greater SaaS Adoption HRMS Respondent Adoption Overall* Overall Today In 12 Months Oracle PeopleSoft 27% 24% ADP 20% 16% Kronos 11% 9% Ultimate Software (UltiPro) 11% 11% SAP* 9% 8% Infor/Lawson 9% 8% Workday 6% 15% Oracle EBS/JD Edwards 7% 7% Ceridian HR 5% 3% SumTotal/Softscape/Accero 4% 4% SuccessFactors EmployeeCentral 3% 6% Oracle Fusion (HCM Cloud) 2% 4% Ceridian Dayforce HCM 2% 3% Other 13% 13% Oracle Today: 36% 12 Mths: 35% SAP Today: 12% 12 Mths: 14% * SAP adoption underrepresented ** Columns do not add to 100% as organizations have multiple solutions in use Colored cells indicate greater than 5% gain in 12 months. n=497 19

#5 User Experience Is Important Foundation User Experience User Experience drives move to new technologies! 20

#1 Reason For Moving is User Experience! How Are Vendors Doing? 1 = Poor: not user friendly, excessive steps, limits use 2 = Acceptable: workable but requires training to use 3 = Excellent: intuitive, user centered design, effectively promotes use And, why is it is such a big deal? It s about driving user adoption, so both employees and the organization get the most value from the solution! 21

User Adoption Level by User Experience Scores Higher User Experience Scores with Newer Cloud Solutions 75 HR Management System Manager User Adoption and User Experience n=389 22 User Adoption Percentage 70 65 60 55 50 45 40 35 30 Oracle, EBS Infor/Law SAP (HCM) Ceridian HR PSFT Multiple Vendors Kronos ADP UltiPro 1.60 1.85 2.10 2.35 2.60 User Experience Scores Workday * Ceridian DF UltiPro (2013) * Oracle HCM Cloud (Fusion) * SF/Employee Central UltiPro: Manager adoption, increased by 47% from last year. Organizations with new cloud solutions will see increased adoption levels quickly. * Sample Size Small, Indicative Data Only

Low Industry Net Promoter Scores Actions to Take from HRMS Scores Plan for faster implementations, upgrades, or release deployments Don t try and boil the ocean. Piloting and phased rollouts can help reduce project time. Complete process re-engineering before technology work, not during. If your organization is on an older release, consider changing! Those on older releases are the most unsatisfied by 40 points lower than the average. Those on newest releases are 8 20 points higher than the average. Customize as a last resort! Those with high levels of customization (over 25%) are 20 points lower than those with moderate and low customization, and 50% lower than those with no customization. Those with no or low customization give the highest scores, 62 points higher than those with high levels of customization. Develop an enterprise integration strategy Those with an Enterprise Integration Strategy and Platform have scores 10 points higher than the average, and 14 points higher than those that integrate on a case by case basis. 23

SaaS Takes Less Time to Deploy Length of Time for New HRMS Deployments JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Licensed On Premise = 15.3 months Licensed Hosted = 11 SaaS = 9.0 months Large Time for New Deployment for an HRMS by Size of Organization* in months 14.2 14.3 18.7 n=536 Medium Small 14.4 13.6 10.0 11.0 8.3 7.1 *Large = 10,000+; Medium = 2,500 10,000; Small = <2,500 Licensed On Premise Licensed Hosted SaaS 24

SaaS Takes Less Resources Requires Fewer Total HR Technology Headcount than Licensed Solutions HRIT/IT Headcount by Deployment Type* Functional HRMS Application Support HRMS Infrastructure Headcount 5.0 4.9 4.3 4.0 3.0 2.8 Licensed on premise SaaS *All Licensed on premise and SaaS respondents from organizations with average of ~11,000 employees plus contingents served by the HRMS n=85 SaaS advantage holds true across small, medium, and large organizations. It is best to benchmark for your size and industry. 25

#6 Leveraging Full HR Technology Suites Foundation Workforce Management, Talent Management, and Business Intelligence Organizations that leverage full WFM, TM, and BI suites have better outcomes! 26

Integrated Talent Management All ITM Components Will See Growth Approach to Integrated Talent Management Approach Performance Integrated Talent Management Components 84% 86% Point Solutions 17% ITM Suite 34% Talent Profile Acquisition 63% 78% 60% 69% HRMS- ITM suite 49% Compensation Learning 59% 64% 50% 62% Career 45% 63% Organizations with higher than average TM components (4) have 6% higher ROE. Succession Today 44% 12 Months 67% 27

Workforce Management Applications Current Adoption 80% Adoption Time & Attendance (Labor) Time tracking, Activity tracking, 55% Adoption Absence Management Request Off, Missed Work, 44% Adoption Leave Management Leave requests, Case management, Compliance 32% Adoption Workforce/Labor Scheduling Schedule, Resource analysis, 22% Adoption Workforce/Labor Budgeting Labor analysis, Forecasting, Please characterize the primary approach to selecting workforce management applications? 13% 19% 13% 15% 40% WFM Suite HRMS Suite ITM Suite Point Solutions No Strategy n=580 * WFM Suite Not part of the HRMS or ITM Suite 28

BI/Analytics Deployment Approaches Adoption is Less Important than Deployment. We Must Learn from the Past! Business Intelligence/HR Analytics Approach Predominantly Standalone Apps 2007 Enterprise BI Embedded HR Combination Solutions 9% 13% 53% 47% 30% 33% With experience, organizations moved to adopt Enterprise Solutions Currently, an emerging trend of Embedded HR Analytics 2012 2014 Standalone HR Analytics Tool Today 7% 8% 12 Months Going forward, we will see 44% growth in adoption of Combinations 12 Mo n=488 29 Caution: consider past learning as you develop your BI/analytics strategy. While embedded analytics solutions that provide transactional and operational analytics will not go away, they are not the end solution. Enterprise solutions will be needed.

Top Adopters of WFM, TM, and BI Achieve Higher Outcome Scores and Higher ROE Workforce Management Talent Management Business Intelligence Top Workforce Management, Talent Management, and Business Intelligence Adopters: Have across the board higher HR, talent and business outcome scores Achieve higher Return on Equity (31% higher than lower adopters) They integrate WFM, TM, and HRMS data three times as often as lower adopters. 30

#7 Social is Settling In. Innovation Social Organizations that leverage Social Technologies strategically in HR see higher levels of HR tech adoption! 31

Strategies for Social Tools Social Tools Use and Plan Collaboration tools/repository 62% 10% 6% 3% 19% LinkedIn 52% 9% 17% 9% 4% 9% Facebook 36% 5% 15% 8% 18% 17% Twitter 30% 4% 13% 10% 16% 28% Enterprise social netowrk (behind firewall) 27% 7% 6% 13% 10% 38% Used strategically today Allowed for individual use only Not allowed Will be used strategically in next 12 months Evaluating use Not aware/no plans 32

Social-enabled Process Adoption Recruiting Staff and Hiring Managers Have the Highest Levels of Use Major Social-enabled HR Processes Workforce Using Today In 12 Months Administrative HR management/record keeping 14% 21% Workforce Management Time and labor/time and attendance 8% 14% Talent Management Recruiting 23% 29% Performance management/goal management 10% 16% Learning and development 14% 22% Compensation 5% 11% Recruiting (recruiting/talent acquisition staff) 67% 74% Recruiting (hiring managers) 26% 36% Business Intelligence/Workforce Analytics 8% 13% Average workforce adoption across all mobile-enabled processes 12% 18% n=186 33

#8 Rapid Growth of Mobile Innovation Mobile Mobile technology is changing how we deliver HR Technology! 34

Mobile-enabled Process Adoption Mobile Adoption Will Grow by Over 100% Major Mobile-enabled HR Processes Workforce Using In 12 Today Months Administrative 15% 33% HR management/record keeping 11% 31% Payroll 19% 35% Workforce Management 8% 25% Time and labor/time and attendance 7% 24% Leave management 8% 27% Absence management 8% 26% Workforce scheduling/labor scheduling 7% 23% Talent Management 20% 37% Recruiting 17% 31% Performance management/goal management 25% 40% Learning and development 24% 37% Compensation 20% 39% Succession planning/management 13% 32% Business Intelligence/Workforce Analytics 4% 13% Average workforce adoption across all mobile-enabled processes 13% 27% n=568 35

Why Add Mobile to Service Delivery Tech? Higher HRMS User Experience Scores HRMS User Experience Scores** by Service Delivery Model No or Low Tech With Self Service* With Self Service* and Help Desk With Self Service*, Help Desk, and Mobile 1.75 2.1 2.2 2.6 n=158 36 49% increase in user experience scores with combined self service, help desk, and mobile technologies. *With Self Service: Employee and manager self service applications serve 60% or more of employees and 50% or more of manager populations **User experience scores based on a three point scale: 1 = Poor, 2 = Acceptable, 3 = Excellent

#9 - Quantified Organizations Innovation Quantified Organization Data driven HR organizations see greater financial outcomes! 37

Introducing the Quantified Organization An Environment of Data-driven Decision Making Better BI Process Maturity Quantified Organization BI Process Maturity 3.2 Effective Not Quantified BI Process Maturity 1.8 Efficient More Manager Access to Analytics Managers with BI access 74% Managers with BI access 20% More Data Sources BI Sources 4.8 BI Sources 2.4 More Categories of Metrics Metrics Categories Tracked 4.2 Metrics Categories Tracked 2.8 38

Quantified Organizations Outperform! They Have 79% Higher ROE than Non-QOs Quantified Organization Not Quantified Quantified Organization Return on equity measures an organization s success at generating profits from every unit of shareholders equity, such as that allocated for HR technologies. A company that earns an ROE in excess of its cost of equity capital adds value. ROE 18% ROE 10.1% 79% Higher ROE 39

Lesson from Quantified Organizations 40

#10 Transparency and Data Management People want to be known as Individuals...Employees are people Wearables > Internet of Things > Beyond Government regulations, local regulations, and corporate policies are all increasing. Growing importance of cultures, changing families, and peer groups Every 3 6 months consumers are accustomed to upgrading technology 41

Survey Updates: Vendor What drives customers satisfaction and dissatisfaction Payroll Plans and global capabilities Talent Management - New questions on Onboarding, Learning, and Succession Management BI/Analytics New questions on how the tools are being used and what outcomes they are supporting. Implementations & Maintenance New questions on the complexity of implementations, time and investment in release updates, and resources used for these efforts. Emerging Tech Talent Acquisition ecosystem, Rewards and Recognition, Employee Engagement Participants Get: Tailored Snapshots Printed Responses Full Report 42

Visit the Sierra-Cedar Website Get Full Survey Details and Participate! www.sierra-cedar.com/annual-survey 43

Stacey Harris Vice President Research and Analytics Passions: Research Background: Currently oversee the Annual HR Systems Survey and Research for Sierra-Cedar HR and OE Practitioner for over 10 years in finance, retail, and franchised businesses. Past Direct of Research Bersin & Associates, Launched the HR research practice Past VP of Research for Brandon Hall Group Major Research and Papers: 17 th Annual HR Systems Survey White Paper, The High Impact HR Organization, The HR Framework, Employee Engagement: A Changing Marketplace, and Relationship Centered Learning Feel free to connect at: www.linkedin.com/in/staceyharris/ & @StaceyHarrisHR 44

Erin Spencer Research Consultant Background: Research and Analysis at Brandon Hall Group Learning Administration at ACS Learning Services LMS selection and administration, and training at MRINetwork Feel free to connect at: https://www.linkedin.com/pub/erinspencer/6/734/388 45